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.
|
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
|
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
|
If this setting is true, PolicyCenter displays information about a problem it discovered as you move between wizard steps. |
Display Quote |
Display during quote
|
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
|
If Display Step is true, this value sets the severity level of the message. There are three severity levels:
|
Severity Quote |
Severity during quote
|
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.
