Copying Data from One Plan to Another Where the Plan Name and/or Short Name Do Not Match
Last updated on JULY 01, 2017
Applies to:Oracle Insurance General Agent - Version 6.1.01 and later
Information in this document applies to any platform.
***Reviewed for currency on 6-August-2015***
The goal is to copy plan data from one plan to another where the source plan description (plan name) and/or plan code (short name) do not match the destination plan description and/or plan code. In other words, copy all the plan data but leave the destination plan name and short name in tact.
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