Refresh Insurance Data – Summary Only

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

You can also perform a summary data only ISTAR Refresh and Valuation. You typically use this process to complete the data build when the prior Refresh was run with a Refresh Summary election of No, or when detail data was modified manually. If detail data was modified manually, the Summary Only build updates only summary tables to reflect the detail data as it currently stands – capturing any manual modifications.

To perform the Summary Only Refresh process:

  1. In Accounting Center, in the left navigation pane, click Insurance > Processing > Build Insurance Data > Refresh Insurance Data – Summary Only.
    You see the Refresh Insurance Data – Summary Only panel.

  2. Enter the client/entity and Refresh As-of Date.

  3. Click Submit.