Within Clients/Batch Monitoring Reports, you can select a subset or all of your clients in order to change watch list triggers. Formerly, once a policy and its watch list triggers were configured, if you wished to change the criteria, you needed to do a policy review one at a time. You can now select one, or all of your existing clients and reset their watch list triggers to your desired selections. Doing so will re-evaluate all the current quarter holdings using the new selections for any DRAFT monitoring reports, and will also update your client’s IPS.
-To apply watch list triggers in mass, click on ‘Change Triggers’ box located within the Clients/Batch Monitoring Reports section.
-Check the boxes for the client policy names that you wish to update watch list triggers for.
-Select the orange ‘Change Triggers’ button on the right side of your screen.
-Choose your desired watch list triggers using the dropdown selections for Active, Passive, Money Market/Stable Value, & Target Date Funds. Any user-created watchlist triggers will be available in the dropdown selection, in addition to the inherited Home Office Default watchlist triggers.
-Once finished, click ‘Change Triggers’ to implement your new watch list triggers and update the selected client’s polices. This will re-evaluate all the current quarter holdings using the new watch list trigger selections for any client monitoring reports that are currently in draft status.