Policy change process class

The PolicyChangeProcess class contains method for handling policy change jobs. The following table summarizes some of the methods contained in this class.

Note: To see the complete list of methods, view the class in Studio.

Method

Description

Starting a policy change

start

This method starts the job and automatically assigns a requestor and producer.

startAutomatic

This method calls three methods which start the job, request a quote, and bind the policy. The PolicyChangeAPI calls this method.

Binding a policy change

canBind

canBind – Checks that the policy can be bound. Some of the checks include:

  • Has the policy been quoted?
  • Does the user have the correct permissions to bind the policy?

bind

Begins the binding process for a PolicyPeriod.

This method verifies if the branch can be bound. For multi-version jobs, there is only one selected branch on the job which is specified by Job.SelectedVersion. That branch must have a valid quote. If the branch can be bound, then bind starts the binding process and sets the policy status to Binding.

This method ensures that there is a producer of service on the policy.

This method also calls out to the FormInferenceEngine, which is the main integration point for forms.

Lastly, the startBinding method has commented out code to add an IssuePolicyChange event.

finishBinding

Completes the policy change job. This method also checks new conditions and sends billing information through the IBillingSystemPlugin.

failBinding

If binding fails, then the policy can be edited again by an underwriter.

Editing the effective date

canStartChangeEditEffectiveDate

Check to see if Actions > Edit > Effective Date is available.

canFinishChangeEditEffectiveDate

Check to see if the current policy change can change its effective date to the input parameter value.

changeEditEffectiveDate

PolicyCenter invokes this method when you select Effective Date in the Actions menu.

If canStartChangeEditEffectiveDate is false, then this method is not called.

This method calls canFinishChangeEditEffectiveDate to verify that the change is valid before applying it.

Handling future bound jobs

applyChangesToFutureBoundRenewal

Applies changes from this policy change to a renewal that is bound in the future.

applyChangesToFutureUnboundRenewal

Applies changes from this policy change to a renewal that is unbound in the future.

Flags

canRequestQuote

Indicates whether quoting can be initiated on the PolicyPeriod.

canWithdraw

Checks to see if a branch can be withdrawn.

This class also identifies and raises underwriting issues with the policy, using underwriting rules to identify the types of issues to raise.

See also