change the owner relationship on the insurance policies in GIAS

In many states, the owner of the insurance policy is the Trustee of the Decision trust.  Currently the owner on the insurance side is assigned when we settle the contract.  We need to be able to "globally" change the owner that is currently assigned in GIAS to the Trustee of the Decision Trust when appropriate.


I am sure more discussion will be needed, but I wanted to get this on the board.

  • Guest
  • Jul 20 2016
  • Planned
I need it...
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