When searching for Customers who should be made Inactive, this query has been available:
Filter as follows:
Customer is Active equals Y
Customer Open Policy Count equals zero
Customer Latest Policy Expiration Date filter for desired date limit
A QueryPlus user wanted to see the Line of Business of the latest Policy to expire, for re-marketing purposes. So this field has been added:
Customer Latest Policy Line of Business
A QueryPlus user wanted to save space on a report by using the Policy Line of Business Code (AUTOP, CGL, etc) instead of the full text of the LOB. This worked for most LOBs, but for BOP, Package and Monoline, no code appeared because there is no code for those Policy LOBs in the AMS database.
We created a new field:
Policy Line of Business Code with Non-Coded LOBs
This field returns BOP for BOP, PKG for Package and….. MONO for Monoline. For all other LOBs, it returns the expected code.