Configuring renewals

This topic describes how to configure renewal jobs (renewal policy transactions).

Note: In PolicyCenter, the user interface uses the term policy transaction to refer to submissions, policy changes, and other policy transactions. Policy transactions are implemented as jobs in the data model, and referred to as jobs in PCF files, Gosu classes, and other configuration files. Therefore, the configuration documentation refers to policy transactions as jobs.

In PolicyCenter, you can configure the renewal job (policy transaction) through Studio. The job process is controlled by:

  • Gosu classes such as: RenewalProcess.gs in the gw.job package. This class contains the main functionality of the renewal process.
  • Gosu enhancement files such as: RenewalEnhancement.gsx. This enhancement allows you to augment classes and other types with additional methods and properties. An example is the addToGroup method which groups the job into the appropriate renewal group or creates a new one if a valid group does not exist.
  • Workflows such as StartRenewalWF.
  • Page configuration files (PCF files) such as PreRenewalDirectionPage.pcf.
  • Typelists such as RenewalCode.
  • Rule Sets such as Renewal AutoUpdate.
  • System tables such as the NotificationConfig system table.
Note: Since the renewal process for any insurer can be configured based on business requirements, all discussions apply to the default application only.

See also