Within Simfuni a client may have multiple unique policies, or they may have multiple versions of the same policy that have amassed over the course of the policy lifecycle.
For example, a policy may have:
- A current in force policy version.
- A scheduled new policy version if there is a policy renewal coming up.
- Superseded versions after the renewal takes effect or if an endorsement is made.
- Draft or voided versions if the client considered adding an endorsement but decided not to.
If the policies have different policy numbers (i.e. the client holds multiple policies) then these display as separate policies under the client record.
If the versions are all variations of the same policy (i.e. they share the same policy number) then these are displayed as one policy under the client's record, but multiple versions under the Versions tab of the policy.