Event Manager example use in managing correspondence
Event Manager can be used in managing correspondence, for example.
Mr. Donald Crump turned 65 years old on March 12th and, prior to that, on March 2nd, converted one of his RRSPs into a last to die income annuity with his spouse. Based on these two events, the retirement survival kit event is recorded and a kit is mailed out. Note that turning 65 or converting the RRSP events were both recorded but did not generate any correspondence to the customer until both situations had occurred.