How do I deal with a Policy Number Mis-match exception in EDI?

When testing for exceptions within an EDI statement, Policy Number Mis-match is flagged as an exception.

The policy number held on CCD does not match the policy number held within the message.  

There are four options for clearing the exception:

  1. Locate the policy in CCD and correct the policy number – return to the message and test for exceptions to clear the exception.
  2. Add the policy number into the EDI message. This will create a match using view matched new business record and view matched cash book record
  3. Set to manual.
  4. If the match is incorrect and the wrong policy has been selected, then navigate to the data received tab and use the ignore auto match at the bottom right of the screen.