Configuring underwriting referral reasons

Underwriting referral reasons cause underwriting issues to be raised the next time a policy transaction is run on for that policy. The object for underwriting referral reasons is UWReferralReason. Referral reasons raise underwriting issue types that have the Checking Set equal to Referral.

In the base configuration, the policy evaluation plugin implementation always checks for referral reasons on the policy, regardless of checking set or line of business. PolicyEvalPlugin.gs implements the IPolicyEvaluationPlugin plugin interface. The onReferral method in the DefaultUnderwriterEvaluator class raises underwriting issues for referral reasons. This method creates a UWIssue based on that underwriting referral reason.

See also

• Underwriting referral reasons raise underwriting issues
• Add underwriting referral reasons
• Policy web services