Execute the ISTAR Refresh and Valuation

The ISTAR Refresh/Valuation process is required to prepare schedules and vendor extracts. You typically schedule the processing using Automation Center. You can also submit the Refresh/Valuation process manually using ISTAR panels.

There are several considerations, when scheduling the ISTAR Refresh/Valuation event. If you plan to use NAIC interpreted designations, you must complete the Interpreted Credit Ratings process prior to commencement of the ISTAR Refresh/Valuation process to use the designations during the build. For information about the Interpreted Credit Ratings process, see Manage NAIC Designations for a SVO Company Code.

If you set the Client Refresh Election of Require Prior-Month Freeze to Yes, you are not permitted to commence the ISTAR Refresh/Valuation event until the prior month is in freeze status. See Configure Client Refresh Elections for more information about this option.

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