Select data to copy from Policy screen

After you select a source policy from which to copy data, PolicyCenter displays the Select data to copy from Policy screen. The PCF file for this screen is CopyPolicyDataDetailPopup in configuration > config > Page Configuration > pcf > job > common > copydata.

In this directory, several screens have a copier variable that creates a PolicyPeriodCopier at the top level of the source period. The PolicyPeriodCopier class also creates line level copiers in its initLines method.

The PolicyPeriodCopier class provides a method for the AllNotesCopiers for copying notes.

Besides notes, the other information relevant to a policy is almost always associated with a PolicyLine. The PolicyPeriodCopier initializes a copier for each policy line contained in the product. Each line initializes the copiers that it provides.

The copier for each policy line creates copiers for the top-level entity or types that can be copied.

• In CopyPolicyDataDetailPopup, the Card Iterator tab has a Shared section mode drop-down list for each policy line. Create a modal DetailViewPanel for each line of business in the product. The Personal Auto Line card corresponds to the PAPolicyLineCopier.
• For personal auto, the CopyPolicyDV.PersonalAutoLine PCF file has sections to display copy data for Drivers, Vehicles, PA Coverages, Exclusions, and Conditions. This PCF file defines variables that create copiers for policy drivers, vehicles, personal auto coverages, exclusions, and conditions.

  The Copier class provides ShouldCopy and ShouldCopyAll Boolean properties. On the PCF file, check boxes and radio buttons set the values of these properties for coverages and other data that can be copied. For example, if you select the Include All Coverages check box, PolicyCenter sets the ShouldCopyAll property to true.

• In CopyPolicyDataDetailPopup on the Notes tab, the CopyNotesDV PCF file has a variable that creates a notes copier.
• The PCF file can include an InputIterator that displays high level coverables such as vehicles or buildings on the source policy. The iterator enables you to select one or more of these coverables for copying. When you select a coverable, child elements such as the coverages and additional interests appear and can be selected for copying.

  For Personal Auto, the input iterator displays all vehicles on the source policy. When the vehicle is selected, the screen displays the child elements:

  • Include All Coverages
  • Individual Coverages
  • Additional Interests
• In Personal Auto, the Include All Coverages option ties to a composite copier. The value of this check box is set to the ShouldCopyAll Boolean property.
• The PCF file can include a list view with rows that represent the available copiers. Each row has a check box for selecting the entity or group of entities for copying. For Personal Auto, these are the Individual Coverages.
• When you click Merge to Transaction, PolicyCenter calls the copyInto method in all selected copiers.

  PolicyCenter displays any warning messages in Validation Results at the bottom of the screen. For example, PolicyCenter displays a warning if you try to copy John Smith, who already exists as a driver on the target policy.

  • If you ignore the warning, make no further changes, and click Merge to Transaction again, PolicyCenter overwrites the data.
  • If you ignore the warning, make additional changes that do not fix the condition, and then click Merge to Transaction, PolicyCenter displays warning messages again.