Process Prerequisites

Owned by Nancy Cohn (Deactivated)
Last updated: Feb 08, 2024 by Kinga Huszno
1 min read

You can run the Insurance schedules at any time during a reporting period, as long as the ISTAR Refresh/Valuation was executed for the month-end reporting date.

You can submit final reports when all prerequisite processing steps are complete.

  • Insurance Client and Entity setups and elections were entered and verified.

  • NAIC Designations and SVO Codes were loaded to ISTAR database tables.

  • Prices were loaded.

  • Schedule Write-In and/or Footnote values were entered and verified if needed.