How PolicyCenter determines the date for archive eligibility

In the base configuration, PolicyCenter determines the date for archive eligibility as follows:

  • If any open claims exist on the policy term, delay archiving by the value of ArchiveDefaultRecheckDays from the current date.
  • If any open jobs, open activities, or active messages exist on the policy term, delay archiving by the value of ArchiveDefaultRecheckDays days from the current date.
  • If any scheduled audits exist, delay archiving by the value of ArchiveRecentJobCompletionDays days from initialization date of the last scheduled audit.
  • If any active jobs based on policy periods from the policy term exist, delay archiving by the value of ArchiveDefaultRecheckDays days from the current date.
  • If there are recently completed jobs, delay archiving by the value of ArchiveRecentJobCompletionDays days from the close date of the last completed job.

Both ArchiveDefaultRecheckDays and ArchiveRecentJobCompletionDays are configuration parameters defined in file config.xml.

If none of the above criteria apply or the dates calculated are prior to today, the archive date is the current date. Otherwise, the archive date is the maximum date as calculated by the various conditions.

See also