Base data overview in side-by-side quoting

Each line of business which implements side-by-side quoting defines base data, which data that is common across all versions. Making a change to the base data in one side-by-side version triggers a change to the base data in all side-by-side versions. You can change the base data in any policy transaction wizard step, such as on the Policy Info screen in a submission. However, you cannot edit the base data in side-by-side view.

Important: To conform to Guidewire configuration requirements, base data entities or fields on the Side-by-Side Quoting screen must not be editable in more than one place on a given screen. For example, placing an editable widget for a base data field in the columns replicated for each version is a violation of this requirement. This requirement applies to fields that are implicitly base data, such as contact or location information that can be synchronized.

Typical types of base data on the policy period include:

  • Account associated with this policy
  • Policy
  • Effective dates
  • Answers to pre-qualification questions
  • Address and contact information

In the personal auto line of business, the base data also includes line-level modifiers.