Enabling two-step quoting
Configuration parameters and properties control whether two-step quoting is enabled in the PolicyCenter user interface and control its availability for each line of business in the base configuration.
The PCF files for the lines of business in the base configuration are already configured for two-step quoting. Two-step quoting is enabled in the commercial property line of business. You can enable two-step quoting for the other lines of business in the base configuration.
Enable two-step quoting in PolicyCenter
To enable two-step quoting in PolicyCenter, set the
TwoStepQuotingEnabled parameter to true in
config.xml. In the base configuration, this parameter is
true by default.
Make two-step quoting available in a line of business
For lines of business in the base configuration, the
TwoStepQuotingAvailable property controls whether two-step quoting is
available during policy transactions for that line. To make two-step quoting available, add
code that sets the TwoStepQuotingAvailable property to
true in the XXPolicyLineMethods
class, where XX is the abbreviation for the line of business. For an
example, see the TwoStepQuotingAvailable property getter in
BAPolicyLineMethods.gs.
If you develop your own lines of business, use commercial property as an example for adding
two-step quoting to your implementation. Modify your code to handle the
PolicyPeriodStatus of Rated and the distinction
between ValidRate and ValidQuote properties.
Enable two-step quoting for side-by-side quoting in PolicyCenter
To enable two-step quoting for side-by-side quoting in the PolicyCenter application, set
the SideBySideTwoStepQuotingEnabled parameter to true
in config.xml. In the base configuration, this parameter is
true by default. The personal auto line of business has side-by-side
quoting in the base configuration.
Two-step quoting in side-by-side quoting does not require that
TwoStepQuotingEnabled is true in
config.xml.