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Acceptance Criteria
The internal user can navigate to the adjustment lookback admin screen from the dashboard.
The internal user can add a new producer record in the adjustment lookback admin screen.
The internal user can set an adjustment lookback period by producer from ESL data.
When set, the default lookback period of 3 months is overridden and the external user can adjust an invoice reporting period for the policy term assigned to that producer group based on the value set.
Users can set the lookback period by selecting an option from 0 months (current invoice reporting period only) to 24 months (all invoice reporting periods for a policy term).
The user can save the new producer record with the associated lookback period in the admin screen.
Once saved, the changes apply to all existing policy terms that have the matching producer record in ESL data.
Once saved, the changes apply to all newly added policy terms that have the matching producer record in ESL data.
The user can edit an existing lookback period for the producer record in the admin dashboard.
The user can change the assigned lookback period by selecting an option from 0 months (current invoice reporting period only) to 24 months (all invoice reporting periods for a policy term).
The user can save the new producer record with the associated lookback period in the admin screen.
Once saved, the changes apply to all existing policy terms that have the matching producer/administrator record in ESL data.
Once saved, the changes apply to all newly added policy terms that have the matching producer record in ESL data.
The user can delete an existing producer record from the adjustment lookback admin screen.
when deleted, the adjustment lookback period shall revert to the default period.
If no record exists for a producer in the admin screen, the default lookback period shall be applied.
Current default lookback period: Current invoice reporting period + last 3 months.
Considerations
If a producer is not active in ESL data, it will not be selectable in the portal.
Risks
Inaccurate ESL data could allow adjustments on invoice rep
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