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Audit

Quicksolver supports interim and final audit transactions for products subject to audit. To process an audit transaction:

1. Access the policy to audit using search.

2. Using the action menu , click Audit or Final Audit.  For an interim audit, the effective date in the Audit dialog box defaults to the date of the audit, defined by its frequency.  For a final audit, used to process a year-end audit, or final audit on a cancelled policy, an effective date is not required.

3. Edit data required to audit policy.

4. Rate. When the Policy Premium Information appears, click OK.

5. Save and Commit.