Inference tab for form patterns

The Inference tab has the following fields:

Field	Description
Policy line	Select a policy line. Because package policies are products, they do not appear in the drop-down list.
Policy Types / Coverage Parts	Specify policy types or coverage parts. If no values are specified, matches any policy type or coverage part.
Form inference conditions	Values are: <none selected> An associated form is invalidated – In a policy change, add this form if an associated form is no longer valid. A form is invalid if this form nullifies a form previously added to the policy. For example, a form was added to a policy because the policy had comprehensive coverage. In a policy change, this form is added if the comprehensive coverage is removed. An associated form is invalidated or updated – In a policy change, add this form if an associated form: Is no longer valid. Was replaced by an updated copy of the same form. For example, if the schedule of items printed on the form was updated. No additional criteria – Always add this form as long as the product, policy transaction, and jurisdiction match. No additional criteria - added every job – Always add this form as long as the product, jurisdiction, and policy types / coverage parts match. Selected Additional Insured type is used – Add this form if at least one additional insured of the selected types exists on the policy. You can select one or more additional insured types. If no values are specified, then any selected value will infer this form pattern. Selected Additional Interest type is used – Add this form if at least one selected additional interest of the selected types exists on the policy. You can select one or more additional interest types. If no values are specified, then any selected value will infer this form pattern. Selected coverage, condition, or exclusion is not used – Add this form if the selected coverage, condition or exclusion does not exist on the policy. Selected coverage, condition, or exclusion is used – Add this form if the selected coverage, condition or exclusion exists on the policy. You can choose whether the selected clause must exist on all instances of the associated coverable or just any instance. You can also specify that a policy change will update the form if there are changes to any of the selected: Coverage terms Fields in covered objects Selected covterm value is used – Similar to the previous field, but you can specify one or more values for option, package, or typelist coverage terms. PolicyCenter infers this form if one of the specified coverage term values has been selected on the policy. You can also specify that the form will be updated in a policy change if there are changes to any of the selected: Fields in covered objects Selected typelist value is chosen – Add this form if the value set for a typekey field of a coverable in the policy data matches the selected value. You can choose: Any coverable on the selected policy line. Any typelist field on that coverable. Any value on that typelist. You can choose only one value. You can choose whether the selected value must be set on all instances of the coverable or just any instance.

Field

Description

Policy line

Select a policy line. Because package policies are products, they do not appear in the drop-down list.

Policy Types / Coverage Parts

Specify policy types or coverage parts. If no values are specified, matches any policy type or coverage part.

Form inference conditions

Values are:

<none selected>
An associated form is invalidated – In a policy change, add this form if an associated form is no longer valid. A form is invalid if this form nullifies a form previously added to the policy. For example, a form was added to a policy because the policy had comprehensive coverage. In a policy change, this form is added if the comprehensive coverage is removed.
An associated form is invalidated or updated – In a policy change, add this form if an associated form:
- Is no longer valid.
- Was replaced by an updated copy of the same form. For example, if the schedule of items printed on the form was updated.
No additional criteria – Always add this form as long as the product, policy transaction, and jurisdiction match.
No additional criteria - added every job – Always add this form as long as the product, jurisdiction, and policy types / coverage parts match.
Selected Additional Insured type is used – Add this form if at least one additional insured of the selected types exists on the policy. You can select one or more additional insured types. If no values are specified, then any selected value will infer this form pattern.
Selected Additional Interest type is used – Add this form if at least one selected additional interest of the selected types exists on the policy. You can select one or more additional interest types. If no values are specified, then any selected value will infer this form pattern.
Selected coverage, condition, or exclusion is not used – Add this form if the selected coverage, condition or exclusion does not exist on the policy.
Selected coverage, condition, or exclusion is used – Add this form if the selected coverage, condition or exclusion exists on the policy. You can choose whether the selected clause must exist on all instances of the associated coverable or just any instance.
You can also specify that a policy change will update the form if there are changes to any of the selected:
- Coverage terms
- Fields in covered objects
Selected covterm value is used – Similar to the previous field, but you can specify one or more values for option, package, or typelist coverage terms. PolicyCenter infers this form if one of the specified coverage term values has been selected on the policy.
You can also specify that the form will be updated in a policy change if there are changes to any of the selected:
- Fields in covered objects
Selected typelist value is chosen – Add this form if the value set for a typekey field of a coverable in the policy data matches the selected value. You can choose:
- Any coverable on the selected policy line.
- Any typelist field on that coverable.
- Any value on that typelist. You can choose only one value.
You can choose whether the selected value must be set on all instances of the coverable or just any instance.

The Form inference conditions field displays a drop-down menu which contains the DisplayName of all classes that implement the gw.forms.GenericFormInference interface.

You may have a form that requires inference logic beyond what you can specify in the Inference tab. In this case, you can either configure a new generic forms inference class or specify a custom form inference class. The custom form inference class overrides any previous settings on the Inference tab. If a form has a custom inference class, the Infer this form when these match field does not appear. The screen displays a message that this form uses custom inference logic defined in Guidewire Studio.