When you create Insurance overlays, review the following general information.
About Schedule Assignment Overrides
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Bypassing Schedule or Disk Line Assignment processing should only be done in the first-month of acquisition, or in the first-year if all ISTAR month ends are rerun. If you bypass processing in a year subsequent to acquisition, you may create significant errors in Schedule results. |
About Summary Investment Schedule/AM Best Overrides
In the Create Insurance Overlay panel, you can assign any valid Summary Investment Schedule (SIS) and/or AM Best Line Number to a security at the Client level. By providing an overlay, you can effectively manage the placement of the security on the Summary Investment Schedule or AM Best SRQ – Question 17 when an assignment other than the one determined by ISTAR is required.
When an overlay is assigned, the line number is populated on all of the asset's Lot Valuation rows and subsequently used in the SIS Summary Table Build and AM Best assignment for the Client. This overlay takes precedence over the line number assignment determined by ISTAR.