Cross-Policy Data Configurations

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In general, policy data is isolated to a single policy and its associated transactions.  Documents, e-mails, and calculated fields can only access information from the current policy, plus common system information.

Cross-Policy Data Configurations can be created as a repository for data from selected fields across policies, and even across products.  This data becomes available for use in calculated fields within individual transactions, and can be used to perform comparisons or searches.

When a transaction contains data marked for collection, any time that transaction is imported, bound (including confirming Cancellation and Reinstatement transactions), quoted (calculated quotes or issued quotes), or saved while in Bound status, the relevant data is collected and stored in the repository. If the transaction is deleted or set to Lost status, the stored data for that transaction is removed.  Functions within calculated fields can access the most recent data for processing.

Managing Cross-Policy Data Configurations

  1. In the main menu, select Product Design, then select Cross-Policy Data Configurations.  A list of all available configurations is displayed.

  2. Select an action.
    • Click a link in the Name column to view an existing configuration.
    • Click Add to add a new configuration
  3. On viewing or creating a configuration, the Cross-Policy Data Configuration page opens. Complete the necessary information. Fields marked with a red asterisk * are required.

    4. Name

    Enter the name of the configuration.

    Code

    This is an internal reference name generated by the system when the configuration is saved.

    Data Type

    The data stored in the repository must be of the same type to ensure compatibility with the outputs.  Select the type of data expected to be stored.

    Description

    Enter a description of this configuration.
  4. Select an action.
    • Click Save to save the configuration and remain on the page.
    • Click Save & Close to save and return to the Cross-Policy Data Configuration list.
    • Click Close to return to the Cross-Policy Data Configuration list without saving the configuration.
  5. On saving the configuration, additional configuration panels become available.

    6. The Associated Fields panel lists all fields currently linked to the configuration.  Data will be collected from these fields wherever they are used within the Associated Products selected below.

    1. To add fields to the list, click Add.  The Available Fields window opens.

      2. The list contains all available fields matching the selected Data Type, not including fields that are already attached to the configuration.  Fields that can contain multiple values, such as Include/Exclude and Multi-Select, are not supported and will not be displayed.  The columns can be sorted and filtered to locate the necessary fields.

    2. Click Add for each field to be included in the configuration.  Each field is grayed out as it is selected.
    3. Click Bulk Add to close the window and add the selected fields to the Associated Fields list.

    The Associated Products panel lists all products linked to the configuration.  Data will only be collected from Associated Fields within the selected products.

    Created By

    Identifies the date and time the configuration was created, and the user who created it.

    Last Modified By

    Identifies the last date and time the configuration was changed, and the user who made the changes.
  6. Click Save to save any changes and remain on the page, click Save & Close to save and return to the cross-policy data configuration list, or click Close to return to the cross-policy data configuration list without saving any changes.

Manual Indexing

Associated Fields configured within a Cross-Policy Data configuration are automatically indexed at specific actions throughout the policy lifecycle. However, when introducing a new Cross-Policy Data Configuration, the applicable fields are not automatically indexed for transactions that existed prior to the creation date. The option to manually schedule an indexing job enables the user to trigger an indexing job for the Associated Fields for all applicable policy transactions.

The ability to manually index Cross-Policy Data fields also serves the purpose of re-indexing fields following an update to one or more of the Associated Fields.

When adding or removing fields from an existing Cross-Policy Data configuration and scheduling an indexing job, the existing values for Associated Fields are removed from the repository and replaced with the values derived from the new list of Associated Fields.

  • From the Cross-Policy Data Configurations page, select the appropriate configuration.
  • Click on Schedule Indexing. The Schedule Indexing for Cross-Policy Data Fields window opens.

    • Start Date The Start Date for the indexing job. The system defaults to the current system date, but can be changed.
    Start Time The Start Time for the indexing job. The system defaults to 12:00AM, but can be changed.
  • Select an action.
    • Click Confirm to create the scheduled indexing job. If successful, a confirmation message is displayed. Click Close to close the Schedule Indexing for Cross-Policy Data Fields window.
    • Click Close to close the Schedule Indexing for Cross-Policy Data Fields window without scheduling an indexing job.

    Note: As indexing can affect system performance, it is recommended that the indexing job be scheduled outside of peak hours.