Disable FEIN SSN for active policy

Policies

Purpose

With the disable_fein_ssn_for_active_policy advanced setting, you can disable the ability to edit the FEIN/SSN once a policy is set to Active

Note: The policy can be set to Active without being committed.

When you disable the ability to edit the FEIN/SSN it helps ensure that the insurable interest is correctly identified throughout the policy lifecycle.

Requirements

This setting requires True and False buttons.

Setting default

By default, this setting is set to False, so users have the ability to edit the FEIN/SSN throughout the policy lifecycle.

Change the default

  1. Navigate to Settings > Advanced.
  2. In the Search for a Setting box, type disable_fein_ssn_for_active_policy, and then press Enter/Return on your keyboard or select Search.
  3. Change the setting from False to True.

When the setting is True, users can’t edit the FEIN/SSN of an insured contact once the insured’s policy is set to Active