You can use an automatic refresh panel to operate the ISTAR refresh and valuation process for multiple months as a single panel submission. You can select whether to submit a Full Refresh or a Summary Refresh for the Refresh/Valuation process.
When refreshing in Batch mode, all month end periods included in the date range must be open and available for refresh. Also, you cannot run Batch Refresh for Parent Clients.
To perform the ISTAR Refresh/Valuation process via the Auto Refresh/Valuation panel:
- In Accounting Center, in the left navigation pane, click Insurance > Processing > Build Insurance Data > Refresh Insurance Data – Batch.
You see the Refresh Insurance Data – Batch panel. - Enter the client/entity and start and end month end dates to refresh.
- In the Refresh Summary field, indicate whether to execute a Summary Refresh.
This option specifies whether to build summary Insurance data, for example Verification Between Years, Summary Investment Schedule. Options include Yes and No.
While summary data is needed each month, for interim Refreshes, opting not to build summary data can serve to improve the execution time of the Refresh. The final Refresh for each month should always be run with Refresh Summary set to Yes to build all Insurance data. - In the Allow Refresh field, indicate whether to execute an Allow Refresh.
Options include:
- Yes. Delete and rebuild all Insurance data.
- No. Build in delta mode, building only data that changed since the last Refresh. - Click Submit.
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