How PolicyCenter schedules the Policy Exception rules

Three separate batch processes control the time at which PolicyCenter runs the exception rules.

OpenPolicyException

Runs on all PolicyPeriod entities that are in an open status—Draft, Quoted, and Binding, for example

BoundPolicyException

Runs on all PolicyPeriod entities in a bound status—only those that are the latest in model time

ClosedPolicyException

Runs on all PolicyPeriod entities in a closed status—Withdrawn, Declined, and Not Taken, for example

All three processes invoke the same rule set. Therefore, if you want the exception behavior to vary based on the PolicyPeriod status, you need to test that status within the rules.

In the base configuration, Guidewire disables these batch processes by default. To enable a batch process, remove the comments around its entry in scheduler-config.xml. If enabled, PolicyCenter runs the default entries at the following times:

  • OpenPolicyException runs every night at 2 a.m.
  • BoundPolicyException runs on the first Saturday of each month at 12:00 noon
  • ClosedPolicyException runs on the first Sunday of each month at 12:00 noon

You can use configuration parameters in config.xml to limit how often PolicyCenter runs the exception rules against a single PolicyPeriod entity. Use the following parameters:

Batch process

Use parameter…

Default (days)

OpenPolicyException

OpenPolicyThresholdDays

1

BoundPolicyException

BoundPolicyThresholdDays

14

ClosedPolicyException

ClosedPolicyThresholdDays

14

These parameters limit how many days must pass before the exception rules run a second time on any given PolicyPeriod entity. For instance, suppose that a given PolicyPeriod has a withdrawn status and ClosedPolicyThresholdDays is set to 30. After PolicyCenter runs the exception rules on that PolicyPeriod, the ClosedPolicyException process does not run rules on that particular policy again until at least 30 days have passed. Thus, these configuration parameters are useful as throttles for performance.

The following table summarizes this information:

Process

Default Schedule

Criteria

OpenPolicyException

Every night at 2 a.m.

PolicyPeriod entities that are unlocked and that have a PolicyException whose ExCheckTime is earlier than OpenPolicyExceptionThresholdDays days ago.

BoundPolicyException

First Saturday noon

PolicyPeriod entities that are bound (and MostRecentModel == true) and have a PolicyException whose ExCheckTime is earlier than BoundPolicyExceptionThresholdDays days ago.

ClosedPolicyException

First Sunday noon

PolicyPeriod entities that are locked but not bound and have a PolicyException whose ExCheckTime is earlier than ClosedPolicyExceptionThresholdDays days ago.

See also