PolicyCenter properties for billing system usage

PolicyCenter initially creates producers, producer codes, accounts, policies, and policy periods. These entities contain a number of properties to initialize during creation although only BillingCenter uses these properties.

PolicyCenter creates these objects with initial values for those properties so that additional setup in BillingCenter is unnecessary for simple cases. If you want to make additional billing changes, in particular any complicated changes, you must make those changes in BillingCenter. PolicyCenter does not show those properties in the user interface after creating the objects.

For example, a producer code has a commission plan in BillingCenter. Whenever you create the producer code in PolicyCenter, you set a commission plan which PolicyCenter sends to BillingCenter as part of the producer code. After that, you must make any changes to the commission plan in BillingCenter.

The billing integration offers the following approaches to select the property value on the PolicyCenter side, depending on the situation:

• Collect nothing from the PolicyCenter user and the billing system selects a default value. PolicyCenter behaves in this way if one likely value exists.
• Ask the billing system for a list of available plans. PolicyCenter behaves in this way if the availability logic is complex, subject to change, and only the billing system typically maintains this information.

Similarly, PolicyCenter sets some properties on Transaction for the billing system. Before sending the transactions to the billing system, PolicyCenter sets the transaction property Transaction.WrittenDate to the appropriate written date. PolicyCenter calls the policy period plugin method determineWrittenDate.

See also

• Policy period plugin