Final audit schedules

The default application comes with a variety of final audit schedules including schedules for cancellations audits and expirations audits. You can view and modify these schedules in Product Designer by navigating to Audit Schedules.

In Product Designer, you can view Expiration Audit by Physical, which provides an example of a final audit schedule. The audit is set to start 30 calendar days before the audit period end date. It is due 45 calendar days after audit period end date. If either the due or start date falls on a non-business day, it is delayed until the next business day.

The default final audit schedules are:

  • Cancellation Audit by Phone for all cancellation final audits
  • Expiration Audit by Physical for all non-cancellation final audits

The IAuditSchedulePatternSelectorPlugin determines the default final audit schedule. You can add additional audit schedules and modify the audit schedule pattern selector plugin code. For example, you can modify the plugin to auto-assign the schedule based on criteria such as policy premium.