Archiving policy terms

In PolicyCenter archiving, a complete PolicyTerm and all of its PolicyPeriod objects is the logical unit of archiving.

PolicyCenter archives a policy term if the term is canceled or no longer in effect and has been inactive for a specified period of time. When PolicyCenter archives the policy term, it marks the policy term as archived, and archives each policy period in the term.

Because the logical unit of archiving is the term, it is possible that one or more periods were not archived or retrieved. In PolicyCenter, a given policy period and its graph are considered archived if one or more of the periods in the term is archived.

When PolicyCenter archives a policy period, it sets an archive flag on the policy period and archives related information. The related information is information in the archiving domain graph and other related entities such as underwriting issues, notes, and documents associated with the policy period. The archived entities do both of the following:

Have a path to the PolicyPeriod object by means of foreign key relationships.
Delegate to the Extractable entity
In some cases such as Note, the entity delegates to the Extractable entity directly.
In an EffDated entity such as PolicyDriver, the entity delegates to Extractable through inheritance. The EffDatedBase entity delegates to Extractable.