Policy Year Fields

The table below describes the fields used to define a policy year. In addition to these values, the following rules apply:

• A warning message is displayed when a Policy Year has start and end dates that overlap with another policy year.
• Policy Years must contain at least one tier, which in turn contains at least one policy. A verification message appears when a new policy year is saved.
• Policy Years appear in ascending chronological order.

Table 11-18: Policy Year Fields

Field	Required	Description
Name	Y	The title of the policy year. This field, combined with the Description, is displayed in the tree to the left and to the user when assigning insurance to the claim.
Description	N	More details about the policy year. This field, combined with the Name, is displayed in the tree to the left and to the user when assigning insurance to the claim.
Start Date	Y	The beginning date for the policy year. Note: Policy Years cannot have overlapping start and end dates.
End Date	Y	The final date of the policy year. Note: Policy Years cannot have overlapping start and end dates.
User 1, 2, 3 and 4	N	These fields are used for legacy systems.
Notes	N	Additional details about the policy year.
Hidden	N	Allows you to hide the policy year from the end user without deleting it from the system.