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15 views

2 Accounts Transactions Extend Create Entity

Uploaded by

satyasri8819
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Training - Guidewire Policy Center

Lesson Outline
• Policy Transactions
• Core Entities
• Data Model
• Extending Entities
• Creating Entities
• Connect to H2 Database
Policy Transactions
Policy Transactions
Submission
Submission

• Potentially creates a policy


• Qualifies candidate
• Involves one or more quotes
• Can bind and issue policy when acceptable quote is found
Broad steps of a submission
1. Identify the product

2. Gather policy information


• What is to be covered?
• What are the coverages?

3. Get quote
• Can be done multiple times to find quote
that is agreeable

4. Bind and issue the policy


• Bind – contract is legally binding
• Issue – policy is printed
Policy Change
Policy Change

• A policy change changes policy prior to expiration date

• Some of the changes can be


- Coverages added to or removed
- Coverage terms modified
Initiating a change job

• Initiated manually from Change Policy menu action


• Must specify effective date and optional description
Cancellation
The "Cancellation Transaction Set"
• Cancellations, reinstatements,
and rewrites are logically
connected
• You can only reinstate a cancelled
policy
• To rewrite a policy, you must first
cancel it
Cancellation

• A cancellation ends policy before its expiration date

• Could be initiated by insured


• They found better price elsewhere

• Could be initiated by carrier


• Insured may have not paid premiums
Detailing the cancellation reason
Cancelling the policy
Reinstatement
Reinstatement

• A reinstatement reinstates canceled policy with original terms

• Can happen when issue causing cancellation has been rectified


• For example, insured pays overdue premiums
Initiating a reinstatement

• Reinstate Policy menu action is visible only if policy has completed


cancellation job
Rewrite
Rewrite

• A rewrite creates new policy from existing policy

• Typically done when some error occurred during initial submission of policy

• New set of policy documents showing correct information is required


Renewal
Renewal

• A renewal creates a new policy for another term, at the end of policy term

• May involve changes to coverables, coverages, or premium

• If not renewed, policy simply expires


Policy Transactions
• Policy Transactions
• Submission : Potentially creates a policy
• Policy Change : changes policy prior to expiration date
• Cancellation : ends policy before its expiration date
• Reinstatement : reinstates canceled policy with original terms
• Rewrite : creates new policy from existing policy
• Renewal : creates a new policy for another term
Core Entities
Central entities to Policy Center data model
Policy periods

Policy is broken down into one or more policy periods. Each policy period
represents a period of time during which the policy did not change
Data Model
Configuration

3 Tier Architecture

• Data Tier – Data Model Entity


• Presentation Tier – PCF file
• Application Tier – Gosu Class
Data Tier

• Data Model - set of data objects and information about their


relationships

• Every Guidewire data model includes :

• Entity
• Entity Field
• Typelist
Entity
• Business objects stored in its own database table. Eg : ABContact, ABUser

ABContact
ID
Name
CreateTime
PrefersContactByEmail
Score
AssignedUser
AllAddresses
VendorType
…
Entity Fields
• Value (or set of values) used to define the state or nature of a specific
instance of the entity. Eg : ABContact's Name field

ABContact
• Four general types of entity fields ID
• Data column– to store data Name
CreateTime
• Foreign key – to refer entity PrefersContactByEmail
• Array key – to refer array of entity entity Score
fields AssignedUser
• Type key – to refer typelist AllAddresses
VendorType
…
Layers of Entity

• Platform-level entities “eti” are


common to all Guidewire
applications

• Application-level entities “eix” are


specific to given application

• Entities extensions “etx” are


addons to the existing entities
Project View
Extending Entity
Steps to edit an entity extension
1. Navigate to the entity extension
2. Add elements and specify attribute values
3. Optionally regenerate the dictionary
4. Deploy the extension entity
Step 1: Navigate to the entity extension
Step 2: Add elements and define attributes
Step 3: Optionally regenerate dictionary
Step 4: Deploy the entity extension

• Bin command window


• gwXX dev-stop
• gwXX dev-start

• Base Folder
• gwb dev-start
• gwb dev-stop
Task – Extend Entity
• Create extension AgencyBillPlan.etx to capture the following
information.

• Axa_InvoiceDescription – varchar of 20 characters


• Axa_InvoiceNumber - integer
Creating Entity
Steps to create a custom entity
1. Create the entity file
2. Add elements and specify attribute values
3. Optionally regenerate the dictionary
4. Deploy the custom entity
Task – Create Entity
• Create a new entity named Axa_Insured.eti and add the following elements :
• First Name – varchar
• Last Name – varchar
• SSN Number- integer
• DateOfBirth - dateonly

• Create a new entity named Axa_InsuredAddress.eti and add following elements :


• AddressType – varchar
• AddressLine – shorttext
• PostalCode– integer

• Add a foreign key from PolicyPeriod to Axa_Insured

• Add an array key from Axa_Insured to Axa_InsuredAddress


Connect to H2 Database
Connect to H2 Database
• Open Command Prompt in the below location:
\PolicyCenter\admin\lib

• Run command : java –jar h2-1.2.147.jar

• Verify the JDBC URL : jdbc:h2:file:/tmp/guidewire/pc and Connect


Summary
• Core Entities
• Account
• Policy

• Data Modal
• Entity – eti , eix , etx
• Entity Fields – define the state or nature of a specific instance of the entity
• Typelists – tti , tix , ttx

• Extending Entities
Summary
• Creating Entities
• Datakey – eg.FirstName
• Arraykey – eg. InsuredAddress
• Foreignkey – eg. AxaInsured

• Connect to H2 Database
Thank You

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