You can verify the readiness of ISTAR for the commencement of Statutory Reporting by querying the status of the ISTAR Refresh & Valuation process for a client or an entity.
To verify that ISTAR Refresh & Valuation successfully completed:
- In Accounting Center, in the left navigation pane, click Insurance > Processing > Status Reports > Refresh/Valuation Status Report.
You see the Refresh/Valuation Status Report panel.
- Complete the options on the panel.
Click Submit to submit the query.
The ISTAR Refresh/Valuation Status Report appears. The report displays the execution time of the refreshes based on the date range selected, the date of the last full refresh, the status of each refresh, and a count of any Work Flow Manager, DK, and Dangling Cash errors.The ISTAR Refresh/Valuation is performed only for the specific Statutory Reporting month end periods.
Refresh/Valuation Status Report Panel Options
The following table describes each option on the Refresh/Valuation Status Report panel.
Option | Description |
|---|---|
Status By | |
Status Based On | Specifies the scope for interpreting NAIC designations. Options include:
|
Client ID | Specifies the client to process, by Client ID. |
Client Name | Specifies the client to process, by Client Name. |
Entity ID | Specifies the entity to process, by Entity ID. |
Entity Name | Specifies the entity to process, by Entity Name. |
Status Period | |
Ledger Periods | Specifies the ledger period to use for query results. Options include:
|
Statement Period Begin Date | Specifies the beginning date for your report result. To use this field, you must select Date Range as your ledger period. |
Report Date | Specifies the ending date for your report result. To use this field, you must select Date Range as your ledger period. |
Output Results | |
Results View Option | Allows you to filter output results. Options include:
|
Process | |
Process Type | Specifies the process type for your report result. Options include:
|
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