History events in the default configuration
In the default configuration, history events are logged when changes are made in an account, job, and policy term.
Account
PolicyCenter logs the following history events in an account:
- An Account created event is created when new accounts are created through the user interface or the AccountAPI.
- An Account changed event is created:
- When the account status changes from Pending to Active at the start of a submission.
- When the account holder is changed to a different contact. The event contains the old and new values.
You can add additional history events by configuring PolicyCenter.
Job
PolicyCenter logs the following history events for jobs (policy transaction):
- Cancellations
- A Cancel reschedule event is created when a cancellation is rescheduled.
- Policy change
- A PolicyChange created event is created when the job is created.
- A PolicyChange Effective Date change event is created when the edit effective date of the policy change changes.
- Questions
- An Answer changed event is generated when you change an incorrect answer to a blocking question to a correct answer.
- Renewals
- A Renewal event
is created for numerous events in a renewal job. Since renewals are
typically automated, the histories provide insight into the progress of
the job. The Renewal event is created:
- When an automated renewal is escalated or manually edited.
- When a user presses the Renew, NonRenew, Not taken, or Issue Now buttons.
- When the automated renewal enters the pending renew, pending non-renew or pending not taken states.
- If the product is no longer available and the renewal will be non-renewed.
- When the renewal is quoted.
- When the renewal is withdrawn.
- When the renewal completes issuance, non-renewal, or not taken.
- A Renewal event
is created for numerous events in a renewal job. Since renewals are
typically automated, the histories provide insight into the progress of
the job. The Renewal event is created:
- Rewrite
- A Rewrite created event is created when the rewrite job starts.
- Submissions
- A Submission bound event is generated when the job is bound.
- A Submission created event is generated when the job is created.
- A Submission decline event is generated when the job is declined.
- A Submission issued event is generated when the job is issued.
- A Submission quoted event is generated when the job is quoted.
Policy Term
PolicyCenter logs the following history event for policy terms:
- Pre-renewal
- A Pre-renewal event is created when a user sets the pre-renewal direction of a policy.
- A Pre-renewal event is created when
a user non-renews a renewal. Although the non-renewal action occurs in
the renewal job, the history event is added to the
PolicyTerm. The history description in the user interface is made by concatenating certain pre-defined strings when the user adds or removes a non-renewal explanation pattern.