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Life Event Updates
Use the Life Event Updates Data Processing Engine Template to get a list of customer life event updates for the last three months.
The Life Event Updates Data Processing Engine template includes these key nodes:
| Node Name | Node Type | Description |
|---|---|---|
| Insurance Policies | Data Source | The data source for insurance policies. |
| Life Events | Data Source | The data source for life events. |
| Accounts | Data Source | The data source for accounts. |
| Event Date | Filter | Filters events that are older than three months. |
| Life Event Updates | Writeback Object | The dataset containing the list of life events from the last three months. |
| Accounts with Events and Policies | Join | Joins the account details for policies and events. |
| Accounts and Policies | Join | Joins insurance policies' details with accounts. |
| Dependents and Properties | Join | Adds number of assets and dependents to the dataset. |
| Months Since Event | Formula | Calculates the number of months between the creation date and the current date. |
| Total Premium | Groups And Aggregate | Calculates the total premium amount received from an account. |
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