Configuring quote cloning for business intelligence
Some insurance companies have a need to capture information from quotes that users and other processes generate through the course of the day. Quote cloning provides one approach for retaining some of this information long enough to capture it for business intelligence (BI) needs.
Through configuration, you define the processing of the cloned quotes. When you have gathered the data from the clones and no longer need them, you can run Purge Quote Clones batch processing to purge the cloned quotes.
See also
Overview
Quote cloning provides a framework for creating cloned copies of policy period quotes. Clones can include quotes that never result in a bound policy. Cloned quotes can be generated from submission, policy change, reinstatement, renewal, and rewrite policy transactions.
This framework is disabled in the base configuration.
In your implementation, you define these characteristics:
- Which quotes to clone. You define this in your implementation of the Quote Clone plugin interface.
- How to process the quote clones. You define the processing of the clones in your implementation of the Quote Clone plugin interface. Alternately, you can choose not to use the Quote Clone plugin interface and implement your own integration or plugin to process the clones.
- How often to purge processed clones. According to a schedule you define, Purge Quote Clones batch processing purges cloned quotes.
- Which processed clones to purge. You can add criteria to the query that Purge Quote Clones batch processing uses for selecting purge candidates.
Quote cloning does not have an end-user interface. It provides a framework that automated processes can use to generate BI data. Quote cloning is not intended to provide additional end-user functionality. The captured data does not appear in the PolicyCenter user interface.