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          Lapsed Policies

          Lapsed Policies

          Use the Lapsed Policies Data Processing Engine template to get a list of lapsed insurance policies.

          Here are the key nodes used in the Data Processing Engine template:

          Node Name Node Type Description
          Insurance Policies Data Source The data source for insurance policies.
          Status Filter Filters insurance policies that are in Lapsed status.
          Months Since Last Modification Formula Calculates the number of months since the insurance policy was last modified.
          Last Modified Date Filter Filters insurance policies that are modified in the last 60 days.
          Lapsed Policies Writeback Object The dataset containing the list of lapsed insurance policies.
           
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          Salesforce Help | Article