Asynchronous quoting flow
- Navigate to a screen with a Quote button.
The screen has two identical Quote buttons, one each for synchronous and asynchronous quoting. Code in the PCF file controls which button appears. PolicyCenter displays the asynchronous Quote button if:
- Asynchronous quoting is enabled
- The policy line supports asynchronous quoting
- The number of coverables on the policy exceeds the threshold for asynchronous quoting
- When you select Quote, PolicyCenter displays an alert that
quoting will be processed in the background. To proceed, select
OK.
- PolicyCenter creates a work item for the quote and places it in a work queue for the Asynchronous Quoting work queue to process.
- Until asynchronous quoting completes, PolicyCenter displays a message at the top of the policy transaction screens indicating that the quote is being processed. The policy transaction is locked and cannot be edited, and only the Back and Next buttons are available. You can view the current policy transaction and navigate to other screens and do work.
- When quoting completes, PolicyCenter:
- Unlocks the policy transaction.
- Creates an activity that the quote completed. The activity subject indicates whether the quote completed successfully or completed with warnings or errors.
- Navigate to , and click the activity Subject to view the
activity and the associated quote.
PolicyCenter displays the Quote screen for the policy transaction and the associated activity in the Activity tab. If the quote has warnings or errors, you can view them in the Validation Results tab next to the Activity tab. Other more serious issues, such as rating or unexpected errors, appear on the policy transaction screen. A quote with only informational messages does not have a Validation Results tab.
Asynchronous quoting and two-step quoting
If both asynchronous quoting and two-step quoting are enabled for this policy line, you will see an asynchronous Rate button instead of Quote. The first step, Rate, is asynchronous. The second step, Finish Quoting, is synchronous.
