Role assignment and Submission Jobs

Assigning submission jobs entails involves the following:

  • Setting the producer for the submission job
  • Setting the underwriter for the submission job

As PolicyCenter binds the submission, it passes the Underwriter, Producer, and Creator roles to the created Policy. (By default, PolicyCenter automatically assigns the roles of Creator and Requestor to the user that creates the initial policy submission.)

How PolicyCenter sets the producer during assignment

The process of assigning a producer to a submission job involves the following decision tree:

  1. First, attempt to assign a user (with a user type of Producer) using the ProducerCode entered during job creation:
    1. Check if the CurrentUser is a Producer for that ProducerCode. If so, preferentially choose that CurrentUser.
    2. Otherwise, use round-robin on the Group to search for users with the required Producer user type.
  2. If the assignment method cannot find a suitable user, try to set a Producer from the Account producer codes.
  3. If the assignment method cannot find a valid producer, set the Producer to the unrestricted user (su) and log a warning that the method performed a default assignment only.

How PolicyCenter sets the underwriter during assignment

The process of assigning an underwriter to a submission job involves the following decision tree:

  1. First, attempt to assign the PreferredUnderwriter from the ProducerCode as the default underwriter for the Submission job.
  2. If the assignment method cannot find an underwriter, attempt to set an Underwriter from ProducerCode.Branch.
    1. Check if the CurrentUser is an underwriter for that branch. If so, preferentially choose that CurrentUser.
    2. Otherwise, use round-robin on the Group to find a user. If round-robin selects a user that does not have a user type of underwriter, look for any user in the group that is an underwriter. Guidewire strongly recommends that you put only underwriters into the branch to take advantage of the load-balancing properties of round-robin assignment.
  3. If the assignment method cannot find a valid user, set the Underwriter to the unrestricted user (su) and log a warning that the method performed a default assignment only.