Configuring premium audit

In the base configuration, PolicyCenter provides two types of premium audit jobs: final audits and premium reports. Audits are included in the Workers’ Compensation and General Liability lines of business. You can configure final audits and premium reports to meet your requirements. You can add and configure new audit types such as checking audits. You can add audit to additional lines of business.

This topic describes how to configure premium audit jobs (premium audit 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.

Use Guidewire Studio to access files and code to configure the audit job (policy transaction) to your business needs.

Key files include:

  • Gosu job process class: AuditProcess.gs. This class contains the code behind premium audit jobs. You can view or edit this class in Studio by navigating to configuration > gsrc and opening gw.job.AuditProcess.gs. For more information, see Audit Gosu classes.
  • Gosu enhancement files:
    • AuditInformationEnhancement.gsx – This enhancement allows you to modify or add additional functions and properties to the premium audit job Gosu class.
    • AuditAssignmentEnhancement.gsx – This enhancement assigns the premium auditor to the job if the premium auditor was not already assigned. You can view or edit this class in Studio by navigating to configuration > gsrc and opening gw.assignment.AuditAssignmentEnhancement.gsx.
  • Rule Sets – The Audit > Reporting Trend Analysis > Ratio Out of Range rule set checks to see if the reporting trend analysis ratio is within an acceptable range. The default configuration has rules for premium reports. The acceptable range is from 90% to 110%. If the ratio is outside the acceptable range and the number of reporting days is greater than 60, the code creates a RatioOutOfRange activity and assigns it to an underwriter. For information about reporting trend analysis, see Premium report trend analysis.
  • Page configuration files (PCF files) such as AuditWizard.pcf. To view these PCF files, navigate in Studio to configuration > config > Page Configuration > pcf > job > audit.
  • Typelists such as AuditMethod. Typelists are in the configuration > config > Metadata > Typelist folder in Studio.
Important: Since the audit process for any insurer can be configured based on business requirements, all discussions apply to the default application only.

See also