Underwriting issues on the Risk Analysis screen

UW issues buttons

PolicyCenter displays the following buttons at the top of the screen:

Button	Description
Add UW Issue	Add an underwriting issue. You can add issues if the underwriting rule has Checking Set of Manual.
Request Approval	Request approval from another user, such as an underwriter. Takes you to the UW Activity screen where you create an activity for the other user to review and approve issues on the policy. The UW Activity screen allows you to select how you would like PolicyCenter to assign the activity.
Lock for Review	Lock the policy for underwriting review. The policy cannot be edited until you release the lock. This choice appears if you have the `editlockoverride` permission. After you click this button, all users see Under UW Review in the Info Bar.

Use the View Issues Blocking drop-down list to filter issues as follows:

PolicyCenter adds other user names to the drop-down list for the following policy transaction roles, if the roles are defined:

Initial Referrer – The user whose actions first sent the policy into underwriting review.
Creator, Requestor, Processor – The user who has this role.

If a user serves more than one role on the policy, that user appears only once.

Note: So than an agent cannot easily infer the authority levels of the underwriter, the drop-down list does not include the underwriter.

This list is controlled by the getUsersWithUWPerspectives method in gw.assignment.JobAssignmentEnhancement.gsx.

Issues are grouped as follows:

Already Rejected – All rejected issues.
By blocking type – For example, all issues Blocking Bind or Blocking Quote. You can Approve, Reject, or Reopen a blocking issue.
Already Approved – All approved issues.

PolicyCenter displays the following buttons for each issue:

Button	Description
Approve	Takes you to the Risk Approval Details screen.
Reject	This button appears for issues that you can reject. This button appears for all issues if you have the `uwreject` permission. A rejected issue prevents the policy transaction from crossing any blocking point.
Reopen	Reopen a previously approved or rejected issue. This button appears for issues that you approved or rejected. However, if you have the `uwreopen` permission, this button appears for all approved and rejected issues regardless of which user approved or rejected them.

The symbols after the issue name represent the following:

*	The issue is an auto-approvable issue.
§	The issue varies over the policy period.
(§)	The issue varies over the policy period but does not block.