Run Archive Policy Term batch process

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.

About this task

This example is an exercise of archiving a policy in a PolicyCenter development environment. The exercise archives policy terms for the canceled Ray Newton policy.

Procedure

  1. In PolicyCenter, press Alt+Shift+T to access the Internal Tools.
  2. Advance the system clock by two years:
    1. Select Internal Tools > Testing System Clock.
    2. Click Add Year twice.
    In the default configuration, 366 is the minimum number of days that must pass before PolicyCenter can archive a policy period associated with a policy term. To trigger archiving, you must advance the system clock past this number of days.
  3. Select Server Tools > Batch Process Info.
  4. Before the policy terms for the Ray Newton can be archived, archiving policy terms, You must run several batch processes to advance and remove workflows. In the default configuration, these include:
    • Purge Workflow – Purge completed workflows.
    • Purge Workflow Logs – Purge completed workflow logs.
    • Workflow – Advance any active workflows waiting on expired time-outs.
    • Premium Ceding – Cede reinsurance premiums for reinstatement policy transactions. Because Premium Ceding points to PolicyPeriod, any rows in its WorkItem table must be processed.
    It is only necessary to run these batch processes manually while you are testing archiving by moving the system clock forward. In a production environment, these batch processes run on a regular schedule. In the default configuration, only policy transactions that have been canceled for a year or more are eligible for archiving. During a typical year, these batch processes run at least once.
  5. Run the Archive Policy Term Batch process.
    In this exercise, you run the Archive Policy Term batch process on demand. Typically in a production environment, the Archive Policy Term batch process runs on an infrequent schedule, such as weekly or monthly.
  6. Select Actions > Return to PolicyCenter.
  7. After the Archive Policy Term batch process completes, search for the Ray Newton auto policy to view the information that remains in PolicyCenter application database for an archived policy.

What to do next

See also