Verify the ISTAR Build Status and Valuation

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

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:

  1. 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.

    Refresh slash Valuation Status Report panel

  2. Complete the options on the panel.

  3. 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

Option

Description

Status By



Status Based On

Specifies the scope for interpreting NAIC designations. Options include:

  • Client (default).

  • Entity. The panel unhides the Entity ID and Entity Name fields for data entry.

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:

  • Date Range. The panel unhides the Statement Period Begin Date and Report Date fields for data entry.

  • Current Year To Date.

  • Prior Year To Date.

  • Life To Date.

  • Current Month.

  • Prior Month.

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:

  • Only Entities with Errors (default)

  • All Entities

Process



Process Type

Specifies the process type for your report result. Options include:

  • Refresh

  • Schedule DL

  • Batch Refresh

Â