PolicyPeriodBaseEnhancement

The PolicyPeriodBaseEnhancement.gsx enhancement (gw.policy.PolicyPeriodBaseEnhancement) contains code for auto-selecting an underwriting company. In particular, it contains the following method:

autoSelectUWCompany

Guidewire intends that you customize this enhancement to meet your specific business needs.

This method contains simple logic for determining the best underwriting company for the PolicyPeriod based on segment and lowest price.

A user triggers the autoSelectUWCompany method within PolicyCenter if the user clicks Autoselect for underwriter. (As mentioned, this button is available only if the user does not have the Multiple company quote underwriting permission.)

You set this method on PolicyPeriod in Studio, in any of the following PCF files:

  • IssuanceWizard_PolicyInfoDV
  • RenewalWizard_PolicyInfoDV
  • RewriteWizard_PolicyInfoDV
  • SubmissionWizard_PolicyInfoDV

To see this in the base configuration, open one of these files (IssuanceWizard_PolicyInfoDV, for example). Then, find the Autoselect button on the PCF page and select it. View the action property for this widget (at the bottom of the page). You see the following:

policyPeriod.autoSelectUWCompany()

getUWCompaniesForStates

Use the following method to return a set of underwriting companies based on the effective dates and all the states needed for the PolicyPeriod. 

PolicyPeriod.getUWCompaniesForStates(boolean allStates)

For the allStates parameter:

  • If true, the method returns only the underwriting companies that are valid for all states for the PolicyPeriod. For example, suppose that the company requesting the policy does business in three different states (Colorado, New Mexico, and Arizona). You might, therefore, want to find only those underwriting companies that can do business in all three of those states.
  • If false, the method returns underwriting companies that are valid for any state for the PolicyPeriod. For example, suppose that you have the same company that does business in Colorado, New Mexico, and Arizona. This time, you only want to find the set of underwriting companies that do business in at least one of those states. You might want this, for example, if you wanted to split the policy between multiple underwriting companies based on the state.

To verify that you have a valid underwriting company, use the following method:

PolicyPeriod.getUWCompaniesForStates(true).contains(myUWCompany)