Options for checking files have now been amended, so that you can set the relevant percentage of files that you wish to be checked. “100% Pre Sale” works as usual, if this is ticked all new business that user creates will trigger a file check request. The file will be notified to file check department who will also see, as the adviser will see, the “100%” label next to the IFA name.
“Exclude from Auto Filecheck” works as usual, If this is ticked all policies for this user will be omitted in the auto filecheck check.
“Auto Filecheck percentage” now you can specify the % of policies that needs to be checked for that user (10% or 1 of 10 by default)