Config Essentials Lessons

Question 1

Why do you need revisioned fields on contacts or locations?

Answer 1

Revisioned fields are required on contacts or locations when some info is considered part of the policy contract and thus cannot be changed once the policy is bound and the contract written.

If the field is revisioned, it can be changed on the account level even after the policy is bound. The info is updated on the account and can be obtained by policies for future jobs.

Question 2

True or false?

Contact data is always synced to the account during submission and issuance.

Answer 2

True

Question 3

True or false?

During a back dated policy change, contact data is copied from policy to account.

Answer 3

False

Question 4

How does PolicyCenter handle back dated changes on contact data?

Answer 4

PolicyCenter creates activities and notes on the account specifying the changes made to the policy. A user can decide whether to apply the changes or not at the account level. The changes must be applied manually.

Question 5

What is a system permission?

Answer 5

System permissions are permissions defined in the SystemPermissionType typelist.

Question 6

Define static and object-based permissions. Give an example of each.

Answer 6

Static permissions do not take any parameter as an argument. Example: perm.System.viewteam

Object-based permissions take an object as an argument. Example: perm.Account.edit( account )

Question 7

What are the three possible parent objects for an Activity?

Answer 7

Account
Job
Policy

Question 8

What field is a unique internal name for an activity pattern?

Answer 8

Code

Question 9

What is the difference between primary and secondary assignment?

Answer 9

Primary assignment: a single user is assigned ownership of the assigned object.

Secondary assignment: one or more users are assigned to roles with respect to the assigned object.

Question 10

When an activity is assigned by rules, which two rule sets are typically executed? In what order?

Answer 10

Global rules, then default group rules. In that order.

Question 11

Under what circumstances can an activity be assigned without assignment rules being executed?

Answer 11

When the activity is assigned to a specific user.

Question 12

Why are assignment methods always inside if statements in assignment rules?

Answer 12

Assignment methods are always inside if statements because they might fail.

For example, an assignGroup method may not be able to find the specified group.

Question 13

What happens if an assignment method inside an if statement succeeds? If it fails?

Answer 13

If it succeeds, then the if statement causes control of flow to execute an actions.exit() statement, which exits execution from the rule set.

If it fails, the actions.exit() statement is skipped and execution proceeds to the next rule.

Question 14

What is the Default Owner of an object?

Answer 14

Default Owner is a dummy user that objects are assigned to when global assignment rules fail to assign the object to a group.

Question 15

What two classes exist for every job type?

Answer 15

The job class and the job process class.

Question 16

What is a branch?

Answer 16

A branch is the set of objects associated with one PolicyPeriod object.

Question 17

In what three ways can jobs be started?

Answer 17

1) By users through the UI
2) By external systems through the APIs
3) By PolicyCenter batch processes

Question 18

When does a job end?

Answer 18

When the job’s branch is promoted (bound/issued), withdrawn, or discarded (non-renewed)?

Question 19

What determines the visibility of buttons in a job’s button set?

Answer 19

“Can” methods on the job process class.