PolicyCenter configuration Flashcards
Which statement correctly describes the UserRoleAssignment entity
It connects an account, policy, or job to the user and group, and specifies the role of the user
What are the two primary entities in PolicyCenter data model
Account, Policy
Which entities connected to PolicyLine are considered Line-specific entities (2)
PolicyLineAnswer, Modifier, RateFactor
Which entities can be thought as policy contents but do not have extensive line-specific information (3)
PolicyContact, PolicyLocation, Form
What does a cost represent ?
A unit of price for a specific combination of policy elements, for a specific period (effective time) which shoud not be broken even further
What does a policyPeriod represents
A period of time during which the policy did not change
When does a new policyPeriod is created ?
Renewal, PolicyChange, cancellation, reinstatement, rewritting
What is a transaction ?
A line item in a running log of pricing changes
What is a modifier ?
A value used by the rating engine to adjust the policy premium
Which entity track any workflow needed for the policyPeriod to be created by the job.
Workflow
What are the two types of ownership in PolicyCenter
Activity ownership : The object is owner by a single user who is the only one responsible for the object.
Role ownership : The object is owned by multiple users. Each user has a role on the object
Which entities hold the policy ? (6)
Contact
AccountContact
AccountLocation
AccountProducerCode
Organization
ProducerCode
Which entity connects each policy to an external organization ?
ProducerCode
A set of widgets that appear below the tabs but above the screen area
info bar
What is a page ?
A location that contains a single screen in the main frame
- Used exclusively within location groups
- A menu link / location ref (in the sidebar) can point to a page
