Role assignment and non-Submission jobs

If the ProducerCode changes during any job, PolicyCenter updates the Policy with the new ProducerCodeOfService. For any of the following (new) jobs started from the policy, PolicyCenter adds the policy’s current Underwriter and Producer role assignments to the job by default.

  • Cancellation
  • Policy Change
  • Reinstatement
  • Renewal
  • Rewrite

Audit Job Assignment

An Audit job is a special case. Instead of assigning a producer or an underwriter, PolicyCenter assigns an auditor at the beginning of the job. PolicyCenter chooses this auditor from the default organization.

Account Job Assignment

Account assignment is relatively simple. PolicyCenter merely sets the Creator role to CurrentUser and sets nothing else.

Policy/Pre-renewal Direction

Guidewire exposes the assignment methods underlying the Pre-Renewal Direction process in the Pre-Renewal Direction pages. Use method getSuggestedPreRenewalOwners to populate the Related To drop-down list. Selecting a value assigns it to PreRenewalOwner. The end result of assigning the Pre-Renewal Direction is a role assignment to PreRenewalOwner. Thus, the Policy maintains the assignments of Underwriters and Producers and maintains the assignment of the Pre-Renewal Owner as well.

Pre-Renewal Owner is set using explicit assignment and property getter methods, which all exist in gw.assignment.PolicyAssignmentEnhancement:

  • PreRenewalOwner property getter
  • PreRenewalOwner property setter
  • getSuggestedPreRenewalOwners

Activity Job Assignment

To create a new activity and assign it, use the JobAssignmentEnhancement.createRoleActivity method, which assigns the activity to the user with the given role on a job. This method has the following signature:
  • createRoleActivity(role, pattern, subject, description)

This creates an activity with the given activity pattern, then assigns a user with the given role to that activity.