Configuring PolicyCenter database search

You can configure database search functionality in multiple locations in PolicyCenter code. The file or files in which you configure search depend upon whether the search criteria object is defined as a virtual entity or a Gosu class.

Gosu Classes as Search Criteria

If the search criteria object is a Gosu class, you modify the search by modifying the Gosu search criteria class. For example, AccountSearchCriteria is a Gosu class. To modify the search behavior, you modify the AccountSearchCriteria.gs class.

Virtual Entities as Search Criteria

If the search criteria object is a virtual entity, you can modify the criteria by extending the virtual entity, modifying search-config.xml, or modifying the search criteria enhancement class. For example, DocumentSearchCriteria is a virtual entity. To add new criteria columns, you can add them to the DocumentSearchCriteria.etx entity extension file. In search-config.xml, you can add new criteria to the actual search. You can also modify DocumentSearchCriteriaEnhancement.gsx to change how the search is called.

PolicyCenter entity and object searches

The following table lists the entity and object types for which you can search, and the specific file or files in the base configuration. The Location in User Interface column describes one location in which you can search for this object. You can access certain objects from more than one location.

Location in user interface	Search for entity or object	Configure search criteria object in...
Search Policies screen from the Search tab	`PolicyPeriodSummary`	PolicyPeriodSearchCriteria.gs
Search Accounts screen from the Search tab	`AccountSummary`	AccountSearchCriteria.gs
Search Activities from the Search tab	`Activity`	ActivitySearchCriteria.gs
Account File Claims screen from Claims menu link in the Sidebar of an account	`ClaimSet` with array to Claim objects in a particular date range.	ClaimSearchCriteria.gs
Account File History screen from History menu link in the Sidebar	`History`	HistorySearchCriteria.gs
Industry Code search popup from the Search Accounts screen	`IndustryCode`	IndustryCodeSearchCriteria.gs
Search Contacts screen from the Search tab	`Contact`	`ContactSearchCriteria` virtual entity `ContactSearchCriteriaEnhancement.gsx`
Groups screen from the Administration > Users & Security menu item	`Group`	`GroupSearchCriteria` virtual entity `GroupSearchCriteriaEnhancement.gsx`
Organizations screen from the Administration > Users & Security menu item	`Organization`	`OrganizationSearchCriteria` virtual entity `OrganizationSearchCriteriaEnhancement.gsx`
Notes screen from Notes menu link in the Sidebar of a policy	`Note`	`NoteSearchCriteria` virtual entity `NoteSearchCriteriaEnhancement.gsx`
Search Producer Codes screen from the Search tab	`ProducerCode`	ProducerCodeSearchCriteria.gs
Users screen from the Administration > Users & Security menu item	`User`	`UserSearchCriteria` virtual entity `UserSearchCriteriaEnhancement.gsx`
Policy Form Patterns from the Administration > Business Settings menu item	`FormPattern`	FormPatternSearchCriteria.gs
Messages screen from the Administration > Monitoring menu item	`Message`	MessageSearchCriteria.gs
Tools > Documents screen of a policy	`Document`	`DocumentSearchCriteria` virtual entity
Building Class Code in the Details popup in the Buildings screen of a Businessowners job wizard	`BOPClassCode`	BOPClassCodeSearchCriteria.gs
Property Class Code in the Building popup of a Commercial Property job wizard	`CPClassCode`	CPClassCodeSearchCriteria.gs
Class Code in the Exposures screen of a General Liability job wizard	`GLClassCode`	GLClassCodeSearchCriteria.gs
Covered Employees > Class Code in the State Info screen of a Workers’ Compensation job wizard	`WCClassCode`	WCClassCodeSearchCriteria.gs
Account File History screen of an account	`History`	HistorySearchCriteria.gs
Industry Code Search popup from the Search > Accounts menu item	`IndustryCode`	IndustryCodeSearchCriteria.gs
PolicyLocationSearchAPI web service	`PolicyLocation`	PolicyLocationBoundingBoxSearchCriteria.gs
The popup that appears when you click Search for Nearby Locations in the Reinsurance screen of a Businessowners policy file.	`PolicyLocation`	PolicyLocationSearchCriteria.gs
Risk Description search popup that appears when you add Spoilage to the Location Information > Additional Coverages screen in the Businessowners job wizard.	`RiskClass`	RiskClassSearchCriteria.gs
Account File Related Accounts screen accessed from the Related Accounts link in the sidebar of an account	`AccountSummary`	SharedContactAccountSearchCriteria.gs
Location Information popup from the Location screen in a Workers’ Compensation job wizard	`TaxLocation`	TaxLocationSearchCriteria.gs
Territory Code Search popup that appears when you set the Businessowners Line Territory Code in the Location Information screen of a Businessowners job wizard.	`DBTerritory`	TerritoryLookupCriteria.gs
Search Accounts popup from the Alt Billing Account picker in the Payments screen of a job wizard	`BCBillingAccountSearchResult` Gosu class	`BillingAccountSearchCriteria`
For forms, coverage patterns, and policy holds Additional Coverages > Add Coverages button on the Vehicle Information popup in a Business Auto policy job wizard.	`ClausePattern`	ClausePatternSearchCriteria.gs
Search for Regions popup that appears when you click Add Hold Region on the Hold Regions tab of a New Policy Hold.	`Zone`	PCZoneSearchCriteria.gs
Issue Type Search popup that appears when you click to add a Type in a new authority profile. Access authority profiles from Admin > Users & Security > Authority Profiles	`UWIssueType`	UWIssueTypeSearchCriteria.gs
Rate Books screen from Administration > Rating menu	`RateBook`	RateBookSearchCriteria.gs This is a feature of Guidewire Rating Management.
Rate Routines screen from Administration > Rating menu	`CalcRoutineDefinition`	RateRoutineSearchCriteria.gs This is a feature of Guidewire Rating Management.
Rate Table Definitions screen from Administration > Rating menu	`RateTableDefinition`	RateTableDefinitionSearchCriteria.gs This is a feature of Guidewire Rating Management.
Search Programs from Reinsurance menu	`RIProgram`	ProgramSearchCriteria.gs This is a feature of Guidewire Reinsurance Management.
Search Agreements from Reinsurance > Agreements menu	`LocationRisk`	RILocationRiskProximitySearchCriteria.gs This is a feature of Guidewire Reinsurance Management.
Search Agreements with Arrangement set to Treaty. Accessed through Reinsurance > Agreements.	`RIAgreement`	AgreementSearchCriteria.gs This is a feature of Guidewire Reinsurance Management.
Search Agreements with Arrangement set to Facultative. Accessed through Reinsurance > Agreements.	`RIAgreement`	FacultativeSearchCriteria.gs This is a feature of Guidewire Reinsurance Management.

Search criteria abstract classes

The EntitySearchCriteria abstract class provides a standard way of searching for entities, such as the BOPClassCode entity. In general, the search criteria classes for entities extend this class. For the BOPClassCode entity, the BOPClassCodeSearchCriteria class extends the EntitySearchCriteria class.

The SearchCriteria abstract class is a less restrictive superclass that provides a standard way of searching for objects. In general, search criteria for objects other than entities extend this class.

If the Gosu search criteria class does not exist, you can create it.