Transaction Types tab for form patterns

On the Transaction Types tab, you can select the policy transaction types that use this form pattern. The types that you can select are:

• All Issuance and Change Transaction Types
• Cancellation
• Policy Change
• Reinstatement
• Renewal
• Rewrite
• Rewrite New Account
• Submission

When you choose All Issuance and Change Transaction Types, PolicyCenter adds the Submission, Renewal, Rewrite, Policy Change, and Rewrite New Account policy transaction types to the form pattern. If these five policy transaction types are already on the form pattern, then All Issuance and Change Transaction Types is not visible. If some of the five policy transaction types are on the form pattern and you select All Issuance and Change Transaction Types, then PolicyCenter adds the remaining policy transaction types.

Although you cannot choose the issuance policy transaction, PolicyCenter uses forms specified for the submission policy transaction for both submission and issuance policy transactions.

When you select a policy transaction (job), PolicyCenter adds it to the FormPatternJobs array on the FormPattern entity.

An audit policy transaction generates information that is non-contractual. Therefore audit policy transactions are not appropriate for forms, and audit is not a selection on the Transaction Types tab. Use documents for generating information in an audit policy transaction. See Document management.