Jurisdictions tab for form patterns

The Jurisdictions tab has two panels:

  • Availability Table
  • Jurisdictional Replacements

Availability table

In the Availability Table panel, you can Add, Duplicate, and Remove rows. Each row has the following fields:

Field

Description

Available

Required. Select Yes or No.

Start Date

The start date is inclusive.

End Date

The end date is exclusive.

Jurisdiction

Select a jurisdiction. You can select only one jurisdiction per row.

UW Company

Select an underwriting company. You can select only one underwriting company per row.

PolicyCenter displays the availability rows in evaluation order. PolicyCenter determines if a form pattern is available for a policy as follows:

  1. Search the rows from top to bottom until a match is found for the given jurisdiction and underwriting company. PolicyCenter groups rows with the same jurisdiction and underwriting company, but different date ranges. If no matches are found, the form is not available.
    Note: A null value matches any input for that column.
  2. Within the group of matching rows, PolicyCenter finds the row with a date range containing the given reference date.
    • If a match is found, the Availability column determines whether the form is available.
    • If no match is found, the form is not available.

Jurisdictional replacement

Jurisdictional replacement is the concept of one form replacing another form in a particular jurisdiction. For example, certain jurisdictions have a jurisdiction-specific versions of a form. For example, California and Kansas have jurisdiction-specific version of the same form. There is also a general U.S. version of the form that all other jurisdictions use.

The Jurisdictional Replacements pane has the following fields:

Field

Description

Group Code

Groups together a set of forms that, for jurisdictional replacement reasons, need to be processed together. PolicyCenter processes all forms that are part of the same group code together. If no Group Code is specified, PolicyCenter uses the Form Number as the Group Code of the form.

This form is the jurisdiction-specific version of:

In the jurisdictions available for the current form pattern, specify the other form pattern that the current form pattern replaces. This drop-down list displays all forms with the same group code as the current form.

The form inference in PolicyCenter processes all form patterns with the same group code together. At inference time, PolicyCenter determines the set of jurisdictions for which each pattern within the group is available. PolicyCenter uses the This form is the jurisdiction-specific version of links to determine the appropriate form pattern in the group for each covered jurisdiction. PolicyCenter associates each covered jurisdiction with the most appropriate form pattern in the group. For a U.S. policy, this process lets PolicyCenter determine which of the covered jurisdictions use:

  • The U.S. version of the form
  • A jurisdiction-specific version of the form

PolicyCenter then determines the appropriate data to populate the form, such as to populate a list of buildings in the jurisdictions for which the form applies.

The form inference in PolicyCenter may find no jurisdictions available for a form pattern within the group. For example, the form pattern is a U.S. form, and there are jurisdiction-specific forms for all the covered jurisdictions on the policy. If this is the case, PolicyCenter does not process the U.S. form any further, because the jurisdiction-specific forms replace the U.S. form.

The form inference may find one or more jurisdictions available for a form pattern within the group. PolicyCenter uses the form for the set of jurisdictions in which the form is necessary. PolicyCenter removes from the set any jurisdictions that replacing forms cover.

The form replacement algorithm is recursive. For example, if form 16_1_CT is used instead of form 16_0_CT_TX, which in turn is used instead of form 16_0_US, the end result is the following:

  • Form 16_1_CT is available in CT.
  • Form 16_0_CT_TX is available in TX.
  • Form 16_0_US is available everywhere but CT and TX.