Underwriting issues in renewals
Underwriting issues allow you to track issues with a policy version that are of interest to an underwriter. Among other things, each issue can specify:
- An issue type
- A description
- A point in the policy transaction where the issue is raised
- A point where the issue blocks progress
Underwriting issues are raised based on the underwriting authority of the current user. Issues are sent for approval to a user with greater underwriting authority. Open issues must be reviewed and approved before a renewal can be successfully completed. You can create underwriting issues in the following ways:
- Add an underwriting issue through the user interface You can only do this in the context of policy transactions.
- Create issues automatically in the Evaluation rule sets in Guidewire Studio. When PolicyCenter calls the Evaluation rule sets at various points during renewal, the system identifies and generates underwriting issues.
- Create a referral reason on the policy PolicyCenter creates underwriting issues from referral reasons at the start of a renewal policy transaction and at various points during the policy transaction. Use referral reasons for issues that apply to the policy as a whole, not just the policy period.
Automated renewal policy transactions usually approve issues automatically based on the underwriting authority of an automated renewal user that you specify.
Instructions on how to work with underwriting referral reasons and underwriting issues are provided in: