Searching for archived policy periods

In PolicyCenter, you can search for archived policy periods alongside active ones. The archived policy period appear but are not selectable in the search results. If you click to view a policy period, PolicyCenter displays the policy on the summary screen with the label Summary (Archived). Under Policy Transactions, the archived policy terms are not selectable.

Search archived policy periods

Before you begin

These steps assume that you have:

  • Turned on archiving by setting the ArchiveEnabled parameter to true in config.xml.
  • Not changed the settings of any other archive parameters in config.xml.
  • Loaded the small sample data set. See Install sample data.
  • Canceled the Ray Newton personal auto policy. See Cancel a policy.
  • Advanced the system clock so that the Ray Newton policy is eligible for archiving
  • Run the various archiving batch processes necessary to archive the canceled Ray Newton policy. See Run Archive Policy Term batch process.

About this task

This example is an exercise of searching for archived policies in a PolicyCenter development environment. The exercise searches for the Ray Newton policy, which has been archived.

Procedure

  1. In PolicyCenter, click the Search tab.
  2. On the Search Policies screen, select Include Archived in the Source field.
  3. In Producer Code, enter 100-002541, then click Search.
    In Search Results, notice that a number of policies are archived. The archived policies appear in the search results but are not selectable.
  4. Select the Ray Newton personal auto policy.
    PolicyCenter displays the policy on the summary screen with the label Summary (Archived). Under Policy Transactions, the archived policy terms appear but are not selectable.

What to do next

See also

Desktop and Team tabs and archiving

In the default configuration, the filters on the Desktop and Team tabs do not return items stored in the archive. This behavior is because the Desktop and Team screens shows current items that are likely to need the user’s attention.

You can modify the screens in the Desktop or Team tabs to display archived items. If you choose to display archived items, modify the desktop or team PCF files to check the archive status of the items.

See also