Policy terms that PolicyCenter does not archive

If a policy term meets the conditions for archiving, all policy periods in that term must meet additional criteria. The following table contains a list of conditions that can prevent PolicyCenter from archiving a policy period. PolicyCenter does not archive a policy term if one or more policy periods in that term prevent it from being archived.

Policy periods that cannot be archived

Reason

Policy periods with open or recently completed policy transactions

The policy period must not have a policy transaction that completed within ArchiveRecentJobCompletionDays.

Policy periods that are part of an unfinished workflow

A policy period can only be archived when all workflows are completed and purged for the policy period. PolicyCenter only attempts to archive a closed policy period.

Policy periods with audits and premium reports scheduled, in progress, or recently completed

The policy period must not have audits and premium reports completed within ArchiveRecentJobCompletionDays.

Policy periods that have as a basedOn ancestor policy period with an open policy transaction.

Because an open policy transaction might cause changes that need to be migrated forward, PolicyCenter does not archive future terms. Conversely, you cannot start a policy transaction on a policy period that has later terms archived.

Policy periods with open claims

In the default configuration, PolicyCenter uses the IPCArchivingPlugin to determine if there are open claims.

Policy periods with open activities

The archive work item writer does not pick up policy periods with open activities for the following reason. If the writer archives a policy period with open activities, those activities disappear from the user’s Desktop. The user cannot find or close those activities until PolicyCenter retrieves and restores the policy period from the archive. An open activity results in a delay of ArchiveDefaultRecheckDays.

Policy periods with pending messages

The policy period cannot contain messages that have been sent. It is unlikely that an old, canceled policy period is in this condition. If it is, the Archive Policy Term batch process skips this policy period, and retries later until it finds that there are no more active messages. Pending messages result in a delay of ArchiveDefaultRecheckDays.

Policy periods excluded from archiving

The writer does not process policy periods marked as excluded. In the default configuration, you can exclude a policy from archiving by suspending it from archiving. PolicyCenter sets the ExcludedFromArchive bit set to true for a suspended policy period.