No. 608 January 28, 2022

ebroker: Regularizable Policies-Replica of regularizations

ebroker, allows you to generate the regularization corresponding to a period, from the data of an already existing regularization. You can replicate regularizations manually or automatically.

  • Replicate adjustments manually.

The regularizable concept is chosen and replicated, with its monitoring frequencies, for the successive period of validity. Regularizations can also be massively replicated from the list of management control regularizations. You can select all the policies you want and replicate the regularizations for the next annuity.

  • Replicate adjustments automatically.

Regularizations whose period has expired and for which it has not been replicated
manually the regularization for the following period, they are generated automatically from the data of the already existing regularization.

Policies > Basics > Policy regularizable capitals

 

Share