Wizards for jobs
A wizard is a type of PCF file that contains a series of user interface screens. Wizards collect information and perform operations while guiding the user through a complex business transaction.
Each job (policy transaction) has a wizard associated with it. For example, the submission job has the SubmissionWizard.pcf file which contains the steps for collecting information about a submission. The wizard pre-qualifies the applicant, collects policy information, performs risk analysis, reviews the policy, views a quote, prints forms, and sets up billing.
Each wizard step has a screen such as the New Submissions, Pre-Qualification, Policy Info, Quote, and Submission Bound screens. Each screen is a PCF file that defines the screen and its component parts.
As the user moves through the wizard, the wizard calls functions in the job code for processing and may indirectly access rule sets and workflows. The job code contains most of the code for the job and also interacts with the rule sets and workflows. In some cases, the wizard accesses the workflow directly.
You can modify wizards to gather the data that you want users to collect while processing a job. In Studio, you can access the PCF and wizard files for jobs by navigating to .
See also