Copying Data from One Plan to Another Where the Plan Name and/or Short Name Do Not Match (Doc ID 1074695.1)

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***

Goal

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. 


Solution

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