Policy period status and asynchronous quoting

On a policy period, the Status property indicates that an asynchronous quote has been requested. If a policy line has asynchronous quoting enabled, the Status property on PolicyPeriod is set to QuoteRequested to indicate that an asynchronous quote has been requested.

However, if a policy line has both asynchronous quoting and two-step quoting enabled, the first step, rating, is done asynchronously. The second step, finish quoting, is synchronous. The Status property is set to RateRequested to indicate that an asynchronous rate has been requested.

Quote requested status

If a policy line has asynchronous quoting enabled, PolicyPeriod.Status is set to QuoteRequested after the user clicks the asynchronous Quote button. The status changes to Quoting when quote processing starts. While the policy period is in this status, the user cannot make changes to the job because the job wizard steps are not editable.

PolicyPeriod.Status in a job with asynchronous quoting progresses as follows:

Job outcome	PolicyPeriod.Status
Success	Draft to QuoteRequested to Quoting to Quoted
Quote failure	Draft to QuoteRequested to Quoting to Draft Draft to QuoteRequested to Draft

If quoting fails, the policy period status is set back to Draft. Quoting fails when the number of retries exceeds the WorkItemRetryLimit, specified in config.xml.

The following illustration shows how PolicyPeriod.Status changes as it moves through an asynchronous quote.

Rate requested status

If a policy line has both asynchronous quoting and two-step quoting enabled, PolicyPeriod.Status is set to RateRequested after the user clicks the asynchronous Rate button. The status changes to Quoting when rate processing starts. While the policy period is in this status, the user cannot make changes to the job because the job wizard steps are not editable.

PolicyPeriod.Status in a job with both asynchronous quoting and two-step quoting progresses through rating as follows:

Job outcome	PolicyPeriod.Status
Success	Draft to RateRequested to Quoting to Rated
Quote failure	Draft to RateRequested to Quoting to Draft Draft to RateRequested to Draft

If rating fails, the policy period status is set back to Draft. Rating fails when the number of retries exceeds the WorkItemRetryLimit, specified in config.xml.

The following illustration shows how PolicyPeriod.Status changes as it moves through asynchronous rating.