Correspondence Delivery Options

Correspondence is generally sent to the type of address that a client nominates as their Primary Address or their address for the relevant policy/account relationship. However, in some instances it may be not appropriate to use this address (e.g. a Policy document might not be sent to an Email Address). 

The Delivery Options screen allows user to create a Delivery Option group that specifies alternative Address Types to use, and the sequence in which to search a client's addresses to determine which address to send the correspondence to.

When processing Correspondence, Sonata can only use this Delivery Option group if, on the Template for the Letter Type being created (Common > Correspondence > Template Maintenance), the Delivery Option group has been linked to the 'Delivery Option' field.

Implications

When the system creates correspondence it checks the 'Delivery Option' field for the Letter Type being produced (Common > Correspondence > Template Maintenance).  The system chooses an address type as follows:

• If the Delivery Option is set as <NULL> then the addressee's Primary Address are used.

• If the Delivery Option has one of the pre-determined Delivery Options selected, then the system goes through this Delivery Option’s address type sequence and find the first Delivery Option address type that matches the addressee’s available address types. If, however, a client does not have one of the address types for this Delivery Option then the addressee’s primary address is used.

Example

Suppose Sonata has the following Delivery Option defined which is linked to a Letter Type of "Initial Policy/Account Schedule".

Suppose the following 3 clients are to receive an "Initial Policy/Account Schedule", the following table demonstrates how the system determines which address to use: