Product model issue matrix

The following issue matrix describes the general behavior of product model issues across all lines of business.

The configuration column contains the corresponding Gosu properties defined in ProductModelSyncIssueWrapper.gs.

Category

Configuration

Description

Fix Step

Fix during wizard step sync. Generally called as part of entering a page or after making certain types of changes.

ShouldFixDuringNormalSync

PolicyCenter determines product model availability for the listed item each time you move between wizard steps. If this setting is true, PolicyCenter attempts to correct the problem before moving to the next wizard step.

Fix Quote

Fix during quote

ShouldFixDuringQuote

PolicyCenter determines product model availability for the listed item after you click Quote. If this setting is true, PolicyCenter attempts to correct the problem before quoting the policy.

Display Step

Display during wizard step sync

ShouldDisplayDuringNormalSync

If this setting is true, PolicyCenter displays information about a problem it discovered as you move between wizard steps.

Display Quote

Display during quote

ShouldDisplayDuringQuote

If this setting is true, PolicyCenter displays information about a problem it discovered as you attempt to quote a policy.

Severity Step

Severity during wizard step sync

Severity

If Display Step is true, this value sets the severity level of the message. There are three severity levels:

  • Info - Provides details of the issue only and any possible steps that PolicyCenter took to correct the issue.
  • Warning - Provides details of the issue in the worksheet at the bottom of the screen. You must explicitly cancel the warning message before continuing, but you need not correct the problem at this point.
  • Error - Provides details of the issue in the worksheet (at the bottom of the screen). You must explicitly correct the error condition and cancel the error message before continuing. You cannot continue until you correct the problem.

Severity Quote

Severity during quote

ShouldBlockQuote

If Display Quote is true, this value sets the severity level of the message. It uses the same severity levels as Severity Step.

Default issue matrix configuration

Issue

Fix Step

Fix Quote

Display Step

Display Quote

Severity Step

Severity Quote

Missing Required Coverage

true

false

true

true

Warning

Error

Missing Suggested Coverage

false

false

false

false

N/A

N/A

Unavailable Coverage

true

true

true

true

Warning

Warning

Missing Coverage Term

true

false

true

true

Info

Error

Unavailable Coverage Term

true

true

true

true

Info

Info

Unavailable Package Value

true

false

true

true

Warning

Error

Unavailable Option Value

true

false

true

true

Warning

Error

Missing Modifier

true

true

false

false

N/A

N/A

Unavailable Modifier

true

true

true

true

Info

Info

Missing Rate Factor

true

true

false

false

N/A

N/A

Unavailable Rate Factor

true

true

true

true

Info

Info

Missing Question

true

Pre-Qual = false

All others = true

false

false

N/A

N/A

Unavailable Question

true

Pre-Qual = false

All others = true

false

false

N/A

N/A

To illustrate, if the missing item is a coverage term, in the base configuration the issue matrix shows the following values:

  • Fix Wizard Step – true
  • Fix Quote – false
  • Display Wizard Step – true
  • Display Quote – true
  • Severity Wizard Step – Info
  • Severity Quote – Error

Therefore, if a coverage term does not exist on a coverage that has been selected, PolicyCenter has the following behavior:

  • If you move from a wizard step to the wizard step that displays the coverage, PolicyCenter corrects the problem and displays a corresponding information message.
  • If you attempt to quote the policy with the required coverage term missing, PolicyCenter opens a worksheet at the bottom of the screen and indicates which coverage term is missing. It does not complete the quote until you add the required coverage term.