New Case

On the left, click the New Case navigation button to open the New Case dialog box.

Use the New Case dialog box to begin a new illustration, copy case data from the current active case to a new product illustration, or to create a user-defined illustration template.

NOTE: If you are not copying illustration data from an active case to a new case, you can use the New Case dialog box or the Start Illustration page to begin a new illustration or to create a user-defined template for future illustrations. The copy illustration inputs feature is available only on the New Case dialog box.

Copy Illustration Inputs to a New Case

NOTE: This feature does not apply to in-force cases. If an open concept case has no product, ForeSight disables the New Illustration using current case data option.

Copying inputs from the current active illustration to a new illustration can save time when you need to create multiple illustrations with similar inputs.

1. Open the source case from which you would like to copy illustration inputs.
2. On the left, click the New Case navigation button to open the New Case dialog box.

3. In the New Illustration Options group, select the New Illustration using current case data option.

   

   This option is available only when an active case is already open.

4. In the Illustration Method list, ForeSight sets the option to Illustrate by Product and disables it.

5. In the Create New Illustration section, select the Line of Business, Product Type, Nation, Jurisdiction and Presentation Type options for the new illustration.

   Presentation Type is available only when more than one Presentation Type exists.

6. In the grid under Product Name, click a product name link to create the new case using the inputs from the source case.

   A new product illustration appears with applicable inputs from the original illustration.

Create a New Illustration

Work from top to bottom on the New Case dialog box to create a new illustration.

1. Click the New Case navigation button to go to the New Case dialog box.

2. In the Illustration Method section list, select the type of illustration to create.

   Illustrate by Product

   Illustrate by Sales Concept

   Illustrate by Template

   Illustrate Using Published Templates

   Illustrate Inforce Reprojection

See Also:

Create a Composite Illustration

Create a Multilife Illustration

Create an Illustration Template

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