Define the form pattern in PolicyCenter

Before you begin

Complete the step Add form to the custom form inference table in Product Designer before you perform this step.

About this task

If you are connected to the PolicyCenter server, you can synchronize the system table changes from your change list. These steps assume that you have loaded the large sample data set. For more information, see Install sample data.

Procedure

  1. In Product Designer, select File > Synchronize System Tables.
  2. In PolicyCenter, log in as a user with permissions to add forms. If you have installed the sample data, you can log in as svisor with password gw.
  3. Select Administration > Business Settings > Policy Form Patterns.
    PolicyCenter displays the Policy Form Patterns screen.
  4. In Form Number, enter WC 00. In Product, select Workers’ Compensation. Click Search.
    Notice that there are two forms with Group Code of WC 00 06 03. In the following steps, you will add a form with this group code.
  5. Under Search Results, check WC_00_06_03_CT. Click Duplicate.
    PolicyCenter displays the New Policy Form screen.
  6. On the Basics tab, enter the required fields, including these values:

    Field

    Value

    Code

    WC_00_06_03_KS

    Number

    WC 00 06 03 KS

    Edition

    Enter a month and year, such as 12 10.
  7. On the Products tab, select Add > Workers’ Compensation.
  8. On the TransactionTypes tab, select Add and add Policy Transaction Types.
  9. On The Policy Change tab, enter the following values:

    Field

    Value

    Is this form only used to indicate removal or replacement of another form?

    No

    Can this form get added again on a policy change if its data changes...?

    Yes

    If this form’s data changes, also add the following invalidation/replacement form:

    WC 89 06 14

  10. On the Inference tab, for Policy line, select Workers’ Comp Line. This setting must match the other form patterns for this group code.

    Also verify that the Inference tab displays the message that this form uses custom inference logic defined in Guidewire Studio.

  11. On the Jurisdictions tab, enter the following values:

    Field

    Value

    Jurisdiction

    Select Kansas

    Group Code

    WC 00 06 03

    This form is the jurisdiction-specific version of:

    Select WC 00 06 03 - 08 05 [WC_00_06_03_US]

    Note: You must have selected Workers’ Comp Line in step 10 to see this value in the drop-down list.
  12. Add any addition information about the form. Click Update.

Results

You are done adding a form pattern that uses a custom inference class.