View the Product Issue List

The Product Issue List page shows issues for the specified product, and is used to identify the progression of a specific product through the implementation process. If there are no issues for the product, a message to that effect appears.

  1. Access the Product Issue List page.
    • Select Go To > Implementation > Issues > All Products Issues. The All Products Issues page opens.
    • Click a Product Name link in the blue bar. The Product Issue List page opens.
  2. Review the issue list.
    • Click a link in the Issue Description column to display the Product Issue Comments page. For more information, refer to View or Add Product Issue Comments.
    • A number in the Comm. column indicates the number of comments on the issue.
  3. Optionally, you can perform the following actions:
    • Click View Contract Profile. The View Contract Profile page opens. For more information, refer to View a Contract Profile.
    • Click View Image to review the master document or rate schedule image. For more information, refer to View the PDF Contract Image.
    • Select a different Issue Status and click Refresh View.
    • Select a different Sort By order and click Refresh View.
    • Click Approve Contract Profile to approve the current profile. This button is available only for contracts that are in the “Client Audit-In Process” stage and status.

      The following actions occur:

      • The status changes to “Completed.”
      • The responsible organization changes to “FinThrive” and the responsible party to “001.”
      • Generates an automatic comment linked to the previously generated automatic issue.
      • Generates an event log entry.

      Note: You must click OK on the confirmation message to complete the approval.

    • Click Reject Profile to indicate that you have reviewed and rejected the current profile. For more information, refer to Reject a Contract Profile.

The following table describes the fields on the Product Issue List page.

Field

Description

Contract Image

A document image of either a rate schedule or the master contract

Effective

Date range during which the product is effective

Product

Name of the insurance product

Production Status

The production status; for an explanation of production statuses, refer to Production Status

Results Area

Category

Category of issue; refer to Issue Categories

Comm

The total number of comments on the issue

Issue Description

The issue description as entered by FinThrive. When a product is moved into the status of Client Audit (customer audit) , an issue is automatically generated. Limited to 100 characters

Issue Status

Type of issues to view

No.

Sequential reference number of the issue

Opened

Date when the issue was opened

Prty.

Priority of the issue

Reject

The rejection status

Resp.

The I or C icon indicates the responsible organization, Internal (FinThrive) or the Client (customer)

Sort By

Order in which the results are sorted

Status

The current implementation status within a stage

Updated

Date when the issue was last updated, followed by the user code of the party who entered the update (in parentheses)