Quoting process steps

The quote process class (QuoteProcess) performs the following steps:
Step Actions

Before rating
  1. Clean up the policy period branch. For example, remove unused locations and unused answers.
  2. Validate the policy period branch.
  3. Merge out-of-sequence conflicts.
  4. Run segmentation to select the underwriting company.
  5. The quote process is at BlocksQuote. Evaluate whether all underwriting issues that block quote can be removed.
  6. Prepare account syncable objects for quoting.
  7. Remove rating worksheets.

During rating
  1. Rate the policy period.
  2. Calculate transactions.
  3. Denormalize denormalized fields.
  4. Set policy period branch to Rated status.

Finish rating

 The quote process is at the BlocksRateRelease blocking point. Evaluate whether all underwriting issues raised at PreRateRelease can be removed.
After rating
  1. Infer forms.
  2. Set policy period branch to Quoted status.

After quote
  1. Set the payment information.
  2. Handle reinsurance, if applicable.
  3. Evaluate whether underwriting issues that block quote release can be removed.