Note: You must have the authority, "Process Specific Date ABTs," (Diamond Administration group) to access and process this function.
The Process Specific Date ABTs function is used when the ABT Type selected in Diamond Administration: Agency Setup / Agency Edit / Line of Business: Edit / Agency Book Transfer - Edit is set to "Specific Date." This process is one (1) of two (2) automatic processes used to transfer books of business from one (1) agency to another. The other automatic Agency Book Transfers are processed via the Diamond Automatic Renewal Program. Those ABT Types are: Anniversary Date and Renewal Date.
To process "Specific Date" ABTs in the system, select Process Specific Date ABTs from the Diamond Administration Tree View.
When the Process Specific Date ABT screen displays:
Process ABT Through: The date defaults to the current system date. If this is not the current processing date, enter a date, or click the down arrow to return a pop-up calendar for date selection. Entry format for date: MM/DD/YYYY.
Process: Click the Process button.