NTU'd mid term adjustment ... how to renew record without deleting

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Nicky Robinson

10 October 2014 15:17

Hi, hoping someone can offer some advice.

We have come across a situation where we want to invite renewal on a policy, however, the policy has an NTU'd mid-term adjustment record attached preventing us. Whilst the adjustment did not go ahead, we did not really want to delete the entire adjustment record as we would like to keep it for history/record purposes.

Has anyone come across this situation and if yes what was the best way you found to workaround it?

Thanks in advance for any help.

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  Natalie Williams 13 October 2014 10:15

  I did not realise you could not do a renewal if there were MTAs not on cover, I have just tried this an you are quite right.

  I think we may need a feature request for this.  It is nice to keep a record of any changes that have been requested on a policy even if they did not get put on cover.

  This doesn't help you now though...... perhaps download the NTU docs (and calculation page), delete the NTU, then upload the docs to the Original Risk ????

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  Permanently deleted user 13 October 2014 10:28

  Hi Nicky, 

  I have had a look at this and it will need to be a feature request.  I will create this for you now and close this one. 

  Natalie's idea of downloading the NTU docs and then uploading to original risk is a good idea and will work well as a work around until we can get this implemented. 

  Thanks

  Adam

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  Nicky Robinson 13 October 2014 14:53

  Thanks for the reply and the good suggestion Natalie, this is the route we have taken ie. uploaded all the MTA docs, a screenshot of the notes and a snapshot of the matrix to the original risk record and then deleted the NTU'd MTA.  This seems the best option for now and means we still have a complete file.

  Thanks for creating a feature request Adam,

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