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Block 2nd Underwriter Contact

Posted: Fri Nov 10, 2017 12:29 pm
by EricaHH
We are having an issue where 2 different underwriters are being added to a file, and it is causing issues with dispersing & accounting.
I am trying to find a way to block a U2 contact from being created, and I believe I can do that with a COR but I am having trouble determining the best way to handle this.
Any help would be greatly appreciated!

Re: Block 2nd Underwriter Contact

Posted: Tue Nov 14, 2017 11:09 am
by BobRichards
In a custom validation routine, we can look at the total number of Underwriters and if it exceeds one then raise an error. That will stop the order from being saved until the user gets the number of Underwriters below 2.

Code: Select all

def Order_Underwriters_Validate(args):
    if args.Context.Underwriters.Count > 1:
        args.RaiseError('Only one underwriter is allowed.')