My Submissions screen

In a submission, you can gather information for binding and issuing a policy. For certain user types, the My Submissions screen displays submission or issuance policy transactions that the user created or is working on. For other user types, the screen displays submissions that the user is associated with through an activity. This is similar to how the Team screen displays policy transactions depending upon whether the user is a by-role or by-activity user. For more information, see Team tab user categories.

Use the search drop-down list to filter your search. Filters expected to return the largest number of results are only available with certain permissions. Permissions limit the search results for users involved in many different submissions.

The My Submissions screen has the following fields:

Field	Description
Primary Insured	The name of primary insured on the submission.
Effective Date	The `PolicyPeriod.EditEffectiveDate` from the policy period used to determine the `Status`. By default, this field is used to sort the list.
Quote Needed	For submission policy transactions, this field displays `Submission.DateQuoteNeeded`. For issuance policy transactions, this field is blank.
Transaction #	The transaction number.
Type	The type of submission.
Status	The status of the submission.
Issued	This field displays `Policy.Issued`.
Product	The product of the submission.
Producer	This field is visible if the user does not have the View Producer Desktop Details permission.
Underwriter	This field displays the user with the Underwriter role in the `Job.RoleAssignments` array.

To view this screen, you must have the View my submissions permission. The code for this permission is viewmysubmissions. Users with the View producer style desktop details permission see additional items in the search drop-down list. In the base configuration, the Producer and Producer Code - Basics roles have the View producer style desktop details permission. The code for this permission is viewproducerstyledesktopdetails.

By-role users have the View my submissions and View producer style desktop details permissions. These users see the following items in the search drop-down list:

Open with activity for me – Display open submissions and issuance policy transactions for which the current user is assigned to an open activity.
Open with activity for me due within 7 days – Display open submissions and issuance policy transactions for which the current user is assigned to an open activity that is due within 7 days.
Open bound – Display the current user’s open issuance policy transactions.
All open – Display all open submissions for the current user.
Created in past 7 days – Display all submissions that the current user created in the past 7 days.
Completed in last 30 days – Display all submissions that the current user completed in the last 30 days.

By-activity users have the View my submissions permission but not the View producer style desktop details permission. these users see the following items in the search drop-down list:

Open with activity for me
Open with activity for me due within 7 days
Open bound

The View producer style desktop details permission affects which columns the user sees. A user who has the permission, sees columns relevant to the policy’s producer. For example, this user sees the Underwriter column which displays the submission’s underwriter. This information is relevant to a producer.

A user who does not have this permission, sees columns relevant to a user who is not the policy’s producer, such as the underwriter. For example, this user sees the Producer column which displays the submission’s producer. This information is relevant to an underwriter.

A user is related to a submission if one of the following is true:

If the user has a UserRoleAssignment for the policy transaction.
If an activity on the policy transaction is assigned to the current user, and the activity has been modified within SearchActivityThresholdDays before the current date. The Activity.UpdateTime field contains a timestamp of when the activity was last modified.

Commercial Property submissions

If configured, this screen displays additional information on submission prioritization and risk for Commercial Property policies. For this additional information to be available:

Guidewire PolicyCenter must be integrated with Guidewire Predictive Analytics.
An administrator with the appropriate permissions must enable this functionality in the Administration > Analytics Manager screens.