Start an Illustration from Contact Management
Start an illustration from contact management to import contact (participant) data to the illustration immediately. This is especially useful when starting a composite illustration from contact management to import several contacts in a single step.
- On the left, click the Contact Management navigation button to open the Contact List page.
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In the View list, select the type of contact by which to filter the list: Individuals, Producers, Businesses, or Trusts.
Example: To start a composite illustration for a family, select Individuals in View and select the individual family member contacts for the illustration.
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Click the New Case button.
The New Case dialog box opens.
- Select an Illustration Method, Line of Business, Product Type or Concept Type, Nation and Jurisdiction as applicable.
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Click a Product Name or Concept Name in the grid.
A different New Case dialog box opens to the Select Contact tab with the participants already selected in the Contacts section.
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Go to the Illustration section of the Select Contact tab.
- Select the type of illustration. Select Standard for a single illustration. Select Composite for multiple illustrations combined into one illustration.
- Select the Primary Participant for the illustration. For a Standard (single) illustration, this is the primary participant. For a Composite illustration, this is the primary participant in the first illustration created when the case is opened.
- Select the Illustration Role for the primary participant.
- Enter a Case Name for the illustration.
- Click the OK button.
- The illustration opens.
See Also:
Illustrate Using Published Templates
Illustrate Inforce Reprojection
Create a Composite Illustration
Create a Multilife Illustration