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Bug #698

closed

Bug #697: Endorsement issues

Endorsement renewal/reissue previously endorsed policy

Added by Greg Krabbenhoft 6 months ago. Updated 6 months ago.

Status:
Closed
Priority:
Normal
Start date:
10/17/2024
Due date:
% Done:

0%

Estimated time:

Description

currently the reissue pulls information that was most recently added, rather than only from the original quote. When reissuing a policy, the information should pull from the most recent information, rather than generating based off of the original quote.


Files

clipboard-202411011637-agh5c.png (387 KB) clipboard-202411011637-agh5c.png George Howington, 11/01/2024 11:37 PM
clipboard-202411081205-lzn1p.png (175 KB) clipboard-202411081205-lzn1p.png George Howington, 11/08/2024 07:05 PM
Actions #1

Updated by Leo Esaki 6 months ago

  • Status changed from New to QA
  • Assignee changed from Leo Esaki to George Howington
Actions #3

Updated by George Howington 6 months ago

BEAUTIFUL!!

Unfortunately, the 'retrieve quote' process is broken when retrieving a quote. They use the same set of scripts. You might need to create two sets of scripts to handle both. Follow the attached image below.

Thanks Leo!!

Actions #4

Updated by Leo Esaki 6 months ago

  • Status changed from In Progress to QA
  • Assignee changed from Leo Esaki to George Howington

I created individual files for both quote research and policy renewal. Please take a look.

Thankns, Leo.

Actions #5

Updated by George Howington 6 months ago

Hi Leo,

This issue still exists. I can no longer retrieve quotes after this change.

Thanks,
--George

Actions #6

Updated by Leo Esaki 6 months ago

  • Status changed from In Progress to QA
  • Assignee changed from Leo Esaki to George Howington

Hi,

Please take a look. I fixed this issue.

Thanks, Leo.

Actions #7

Updated by George Howington 6 months ago

  • Status changed from QA to Merge with Production

Passes QA. Taking live now

Actions #8

Updated by George Howington 6 months ago

Live!

Actions #9

Updated by George Howington 6 months ago

  • Status changed from Merge with Production to Closed
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