Portfolio Mirroring

Overview

Portfolio mirroring is a background process in ClariNet LS that mirrors changes made in a case in one account to a corresponding case in another account. The set up requires a portfolio in the sender account and a matching portfolio in the receiving account. The composition of the portfolios must match exactly.

The set up of portfolio mirroring is undertaken by ClearLife. Once configured, any change to a mirrored data point in the source case(s) will be sent to the case(s) in the receiving account. This process typically happens within 30 minutes.

Datapoints included

A subset of case and insured data points are supported:

• LE Reports
  • Only when the Mirroring checkbox is checked on the report
  • The checkbox will default to not checked
• Insured Verifications
• Healthcare Providers
• Health Status Contacts
• Insured Contact Details
• Insured
  • Date Of Death
  • Date Of Birth
  • First Name
  • Middle Name
  • Last Name
  • Gender
• Insured Death Tracking
• Insured Name Variations
• Payment History
• Illustrations
• Orders
  • Any fax details will not be included
• Policy Verifications
• Premium Schedules
• Grace Notices
• Case Disposal/Maturity
• All Documents (on included cases, policies and insureds)
• All Comments (public and private)

In addition, any contact linked to one of the entities will also be mirrored across accounts (including addresses, telephone numbers etc.).

Monitoring

The Portfolio Mirroring Log page which you can access via Admin → Portfolio Mirroring Log, shows all the updates you have received from another account via portfolio mirroring:

The list of changes can be filtered: to a particular case or insured, by date range, by status, or a combination of them.

The list of changes can be processed offline by downloading the current results view with the excel icon in the “Imported changes” header.

Limitations

In version 1, deletions are not supported. Once a datapoint has been mirrored, it cannot be deleted.

Linking insureds in the mirrored portfolio to other cases not in the portfolio is not advised to keep data that should be mirrored separate from data that shouldn’t.