Data Reconciliation Changes
Use the Data Reconciliation Changes report to review changes that were made to each data section of a producer record in Producer Manager as the result of an automated data reconciliation operation. The side-by-side comparison of the record prior to and after the operation can be useful audit information.
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To open the Data Reconciliation Changes report, in the Reports section of the Data Reconciliation Requests page, click the Producer Record Updates link. The report will open in a separate window.
The Data Reconciliation Changes report contains updated producer information grouped in the following sections:
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Details data section of the producer record:
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First Name (individual producer records only)
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Middle Name (individual producer records only)
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Last Name (individual producer records only)
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Suffix Name (individual producer records only)
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Firm Name (firm producer records only)
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Birth Date (individual producer records only)
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SSN (individual producer records only)
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EIN (firm producer records only)
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NPN (added to the producer record if non-existent)
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Last Sync Date (if the automated data reconciliation completed successfully)
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Licensee (confirms that the selected producer holds at least one active insurance license)
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields for business location, residential (individual producers only), and mailing address types recorded in the Contact Information data section of the producer record:
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Address Type
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Line One
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Line Two
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Line Three
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City
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State
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Postal Code
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Aliases data section of the producer record:
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Alias Name
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Alias Type
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State
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Effective Date
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Resident States data section of the producer record:
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State
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Licenses data section of the producer record:
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License Number
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License Type
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State
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Residency
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Status
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Status Date
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Original Issue Date
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Expiration Date
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Inactivation Reason
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Qualifications data section of the producer record:
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Qualification Type
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State
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Status
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Status Date
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Original Issue Date
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Expiration Date
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Inactivation Reason
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Appointments data section of the producer record:
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Company NAIC ID
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Appointment Type
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State
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Status
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Active Date
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Termination Date
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Termination Reason
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State Verified
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Course Completions data section of the producer record:
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Regulatory Body
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Category
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Course Name
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Provider
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Provider Subscriber ID
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Provider Course ID
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Credit Hours
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Completion Date
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Verified by Data Source
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Displays side-by-side changes made by the selected automated data reconciliation operation to the following fields in the Third Party Certifications data section of the producer record:
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Regulatory Body
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Verified Date
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Expiration Date
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Source
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Status
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Status Reason
Fields and controls include the following:
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Added: Displays a numeric value indicating the number of data types that the automated data reconciliation operation added to this section of the producer record.
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Updated: Displays a numeric value indicating the number of data types that the automated data reconciliation operation updated in this section of the producer record.
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Deleted: Displays a numeric value indicating the number of data types that the automated data reconciliation operation deleted from this section of the producer record.
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Field Name: Displays the data field name in the producer record that was potentially affected by the automated data reconciliation operation.
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Original Value: Displays the value of the data field identified in Field Name prior to the automated data reconciliation operation.
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Updated Value: Displays the value of the data field identified in Field Name following the automated data reconciliation operation. If a value was changed or added it will appear colored green. If a value was deleted it will appear colored red.
Fields and controls include the following:
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: Click to open the Filter Options panel. To filter the report by selections in the Sections, Change Types or States filter option groups, click to checkmark the checkboxes corresponding the desired filter criteria. -
: Click to hide the Filter Options panel. -
Apply Filter: Available only with the Filter Options panel displaying. After selecting filter options, click to apply filter options.
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Print Document: Click to print a hard copy of the Data Reconciliation Changes page.
Notes
Note: Changes to the name fields in the Demographics section and any information in the Addresses section reflect updated information obtained from a producer's primary residence state.
Note: When an automated data reconciliation updates a producer record, Producer Manager automatically records historical name and address information, which you may review in the Aliases and Address History data sections, respectively, of the producer's record open in the Review/Update Producer page.
Note: The Course Completions section appears only if your company subscribes to the Vertafore education data service. Through the subscription-based service, Producer Manager can obtain continuing education or product-specific training course completion information directly from "Sircon States" (i.e., states for which Vertafore developed or hosts their regulatory management system) or from the Vertafore education bank, which contains course completion information uploaded by education providers belonging to the exclusive Vertafore Authorized Provider Network. For more information, contact your Vertafore representative.
Note: The Third Party Certifications section appears only if your company subscribes to an external source of producer product certification, such as ClearCert, and also subscribes to the Vertafore third-party certification integration service. For more information, consult your Vertafore representative
Note: The Data Reconciliation Changes report does not reflect any changes made to producer information by a data normalizer, as logged in the Automatically Resolved Data Issues section of the Data Reconciliation Details page. For more information about data normalizers, see Automated Data Reconciliation Data Normalizers and Processing Messages Guide.