Version Configuration Settings

Versions are used in multiple places throughout the system to provide different sets of data, resources, or configurations that are only applicable during certain periods. For policy transactions, the date used to select the appropriate versions is configurable.

With the master cover selected, click the Version Configuration Settings item in the Screens widget. For instructions on finding and viewing a master cover, see the section on Viewing and Modifying a Master Cover.

Product	Identifies the product associated with the master cover.
Status	Identifies the current status of the master cover.

Effective Version Settings	Select how the effective date is determined.
Transaction Effective Date	Versions are selected according to the Effective Date of the current transaction.
Term Effective Date	Versions are selected according to the Effective Date of the current term.
Field	Versions are selected according to a date defined in the workflow. This option displays the Select Field dropdown.
Select Field	This field is displayed when Field is selected for Effective Version Settings. Non-calculated Date Picker fields are available for selection.

Note: If the current master cover is associated to a workflow container that has been configured with the claims module selected as the Functional Area, the Effective Version Settings field is defaulted to Field, and Select Field is set to Date of Loss. These settings cannot be changed.