View revision history

You can view a policy’s revision history from the Accounts Receivable screen in both the Provider Administrator and Agent portals.

To view the revision history, navigate to a policy’s Accounts Receivable screen, and:

  1. Navigate to the Account History section of the Billing Overview tab.
  2. Select the Show Revision History link. The Revision History screen will open.

A policy’s committed revisions will display in a table with the following columns:

  • Effective Date: The effective date of the revision.
  • Endorsement Date: The date the revision (endorsement) was committed.
  • Description: A brief overview of the revision.
  • Premium (Difference): The premium amount of a new revision.
  • Dec Generated?: Indicates whether or not a declaration was generated.
  • Revision State: The status of revision; it will be either archived, pending, or committed.
  • Date Archived: The date a revision was archived.

Usage considerations

Settings determine if the Show Revision History link will appear on the Accounts Receivable screen in the Provider Administrator portal and in the Agent portal.

  • The advanced setting display_revision_history_ar impacts the Show Revision History link in the Provider Administrator portal. When set to True, the Show Revision History link displays. When set to False, the Show Revision History link is hidden. This advanced setting is directly related to the setting Display the revision history on the Accounts Receivable page in Settings > Modules > Policies > Accounts Receivable.
  • The setting Display the revision history on the Accounts Receivable page in Settings > Modules > Policies > Accounts Receivable impacts the Show Revision History link in the Provider Administrator portal. When enabled, the Show Revision History link displays. When disabled, the Show Revision History link is hidden. This advanced setting is directly related to the advanced setting display_revision_history_ar.
  • The advanced setting display_revision_history_ar_agent impacts the Show Revision History link in the Agent portal. When set to True, the Show Revision History link displays. When set to False, the Show Revision History link is hidden. This advanced setting is directly related to the setting Display the revision history on the Accounts Receivable page for Agents in Settings > Modules > Policies > Accounts Receivable.
  • The setting Display the revision history on the Accounts Receivable page for Agents in Settings > Modules > Policies > Accounts Receivable impacts the Show Revision History link in the Agent portal. When enabled, the Show Revision History link will display. When disabled, the Show Revision History link will be hidden. This advanced setting is directly related to the advanced setting display_revision_history_ar_agent.