When sending questions to customer support, include this: ** PRODUCT PolicyCenter 7.0.

0 ** PRODUCTCODE PC ** BRANCH //depot/eng/doc/diamond/release/pc/700/docs/ ** DATE 3/29/2011 7:38:15 PM ** SERVER DOCBUILD ** LINK TO A PAGE: Click on "LINK TO THIS PAGE" in the upper-right of any HTML page. Copy that URL. The following is an auto-generated listing of the structure of all books in the doc set.

=PolicyCenter Upgrade Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Planning Your PolicyCenter Upgrade=== * Supported Starting Version * Roadmap for Planning the Upgrade * Upgrade Assessment *** Performing an Opportunity Assessment *** Analyzing the Impact on Your Installation *** Creating Project Estimates * Preparing for the Upgrade *** Writing an Upgrade Specification * Project Inception * Design and Development * System Test * Deployment and Support ===Upgrading the PolicyCenter 4.0.x Configuration=== * Obtaining Configurations and Tools ** Specifying Configuration and Tool Locations * Creating a Configuration Backup ** Backing up the Configuration ** Backing up the Product Model * Updating Infrastructure * Merging the PolicyCenter Configuration ** Running the Configuration Upgrade Tool *** Restarting the Configuration Upgrade Tool ** Configuration Upgrade Tool Automated Steps *** Copying Display Properties Files into Target Configuration *** Changing ETX Files that Define Subtypes to ETI Files *** Converting Modifier and RateFactor Entities to Delegates *** Setting Default Quote Rounding Mode *** Upgrading Question Sets and Questions ** Using the PolicyCenter 7.0.0 Upgrade Tool Interface *** Filters *** Configuration File Tree *** File Details Panel

*** Accepting Files that Do Not Require Merging *** Merging and Accepting Files ** Merging Product Model Files ** Configuration Merging Guidelines ** Data Model Merging Guidelines *** Merging Typelists: Overview *** Merging Typelists: Simple Typelists *** Merging Typelists: Complex Typelists *** Merging Entities ** Merging Other Files ** About Display Properties ** Upgrading Rules * Running PCF Iterator Upgrade * Translating New Display Properties and Typecodes * Validating the PolicyCenter 7.0.0 Configuration ** Using Studio to Validate Files ** Starting PolicyCenter and Resolving Errors * Building and Deploying PolicyCenter 7.0.0 *** The Build Environment *** Preserving Jar Files ===Upgrading the PolicyCenter 4.0.x Database=== * Upgrading Administration Data for Testing * Identifying Data Model Issues * Verifying Batch Process and Work Queue Completion * Purging Old Messages from the Database * Validating the Database Schema * Checking Database Consistency * Creating a Data Distribution Report * Generating Database Statistics * Creating a Database Backup * Updating Database Infrastructure * Preparing the Database for Upgrade ** Ensuring Adequate Free Space ** Disabling Replication ** Assigning Default Tablespace (Oracle only) ** Using Proper Clock Settings * Handling Extensions ** Merging Extensions ** Reviewing Custom Extensions ** Reconciling the Database with Custom Extensions * Setting Linguistic Search Collation for Oracle * Using the IDatamodelUpgrade Plugin ** Running Custom Version Checks and Triggers *** Version Checks *** Versioning ** Eliminating Circular References * Disabling the Scheduler * Configuring the Database Upgrade ** Configuring Column Removal on Oracle ** Configuring Index Creation Parallelism on Oracle ** Enabling Collection of Tablespace Usage and Object Size ** Enabling Oracle Logging ** Storing Temporary Sort Results in tempdb ** Adjusting Commit Size for Encryption ** Specifying Filegroup to Store Sort Results for Clustered Indexes ** Configuring Version Trigger Elements * Starting the Server to Begin Automatic Database Upgrade ** Integrations and Starting the Server ** Understanding the Automatic Database Upgrade

** Version Trigger Descriptions *** Converting Primary Key Indexes to Clustered Indexes *** Dropping PolicyLine Columns *** Adding SelectedVersion Edge Foreign Key to Job *** Dropping SyncedToAccount Column from AccountSyncable Types *** Renaming UWIssueHistory Columns *** Merging UWIssueApproval into UWIssue *** Setting CanEditApprovalBeforeBind to True for UWIssues in Bound PolicyPeriod s *** Updating System Tools Permissions *** Converting Modifiers and Rate Factors to Delegates *** Setting User Role Assignment Close Date to Job Close Date *** Updating User Role Assignment Relationships with Policy and Job *** Moving Effective-Dated Registry from Branch to Container *** Denormalizing Contact to PolicyContactRole *** Adding MostRecentTerm to PolicyTerm *** Adding AccountHolderCount to Contact *** Upgrading Financials *** Updating TableRegistryEntry and EncryptedColumnRegistryEntry to Use Lowercas e *** Dropping Upgrade Instrumentation Tables *** Migrating LoadErrorRow.RowNumber to Larger Data Type *** Erasing Database Archiving *** Removing InetSoft Reporting Support *** Populating Foreign Key to Account on History Rows *** Dropping Staging Tables *** Populating Foreign Key to Policy on Job-level Activity Rows *** Populating InitialNotificationDate for Cancellations *** Populating CurrentNotificationsSent on Cancellations *** Redefining Relationships Between BAJurisdiction and BAHiredAutoBasis and BAN onOwnedBasis *** Moving SecondaryNamedInsured from PersonalAutoLine up to EffectiveDatedField s *** Populating BusinessAutoLine.PolicyType *** Adding Jurisdiction Typelist *** Populating AccountContact.LastUpdateTime *** Populating Account.LinkContacts *** Adding DateOfBirthInternal and MaritalStatusInternal to PolicyContactRole *** Populating ParticipatingPlan.WorkersCompLine *** Renaming UWIssue and UWIssueHistory Column ApprovalExpirationDate to Approva lInvalidFrom *** Populating Advance Permissions *** Moving MotorVehicleRecord from Base Metadata to Extensions * Viewing Detailed Database Upgrade Information * Dropping Unused Columns on Oracle * Exporting Administration Data for Testing * Final Steps After The Database Upgrade is Complete ** Backing up the Database After Upgrade ===Upgrading Integrations and Gosu from 4.0.x=== * Overview of Upgrading Integration Plugins and Code * Tasks Required Before Starting the Server * Tasks Required Before Deploying a Production Server * Tasks Required Before the Next Upgrade ===Upgrading the PolicyCenter 3.0.x Configuration=== * Obtaining Configurations ** Specifying Configuration Locations for 4.0 Upgrade Tool * Creating a Configuration Backup

** Backing up the Configuration ** Backing up the Product Model * Updating Infrastructure * Upgrading the PolicyCenter 3.0.x Configuration to 4.0 ** Running the PolicyCenter 4.0 Configuration Upgrade Tool *** Restarting the Configuration Upgrade Tool ** PolicyCenter 4.0 Upgrade Tool Automated Steps *** Moving Configuration Files *** Upgrading Scheduler Configuration *** Moving Work Queue Configuration *** Upgrading Data Model and Typelist Metadata Files *** Upgrading Column Attributes to Subelements *** Deleting Unused Extensions *** Deleting Old Format Metadata Files *** Upgrading Field Validator Configuration *** Replacing Field Validator Override and Field Length Override Elements *** Setting XML Namespace on Metadata Files *** Upgrading PCF Files *** Upgrading Rules to Gosu Classes *** Adding Default Rules *** Updating Plugin Template Suffixes *** Assigning Public IDs to Product Model Types *** Upgrading Dates in Lookup Files *** Adding Priority to Rate Factor Patterns *** Renaming Form Pattern Elements *** Renaming SubQuestion Elements *** Moving TerritoryCodeNeeded from Product to PolicyLinePattern *** Wrapping FormPattern Elements in PolicyLineForm Elements *** Renaming FormPattern Desc Field to Description *** Renaming FormPattern ReplacesFormCode Field to UseInsteadOfCode *** Renaming Territory Entities to DBTerritory *** Replacing the Question Attribute policyEvalIssueSeverity with uwIssueType *** Refactoring the NotificationConfig System Table *** Upgrading Product Model Display Keys *** Copying Display Properties Files into Target Configuration *** Reformatting Files * Upgrading the PolicyCenter 4.0 Configuration to 7.0.0 ** Specifying Configuration and Tool Locations ** Running the Configuration Upgrade Tool *** Restarting the Configuration Upgrade Tool ** Configuration Upgrade Tool Automated Steps *** Copying Display Properties Files into Target Configuration *** Changing ETX Files that Define Subtypes to ETI Files *** Converting Modifier and RateFactor Entities to Delegates *** Setting Default Quote Rounding Mode *** Upgrading Question Sets and Questions ** Using the PolicyCenter 7.0.0 Upgrade Tool Interface *** Filters *** Configuration File Tree *** File Details Panel *** Accepting Files that Do Not Require Merging *** Merging and Accepting Files ** Merging Product Model Files ** Configuration Merging Guidelines ** Data Model Merging Guidelines *** Merging Typelists: Overview *** Merging Typelists: Simple Typelists *** Merging Typelists: Complex Typelists *** Merging Entities ** Merging Other Files

** Upgrading Rules ** About Display Properties ** Merging PCF Files *** General PCF Changes *** Line of Business Files Moved ** Merging Document, Email and Note Templates * Running PCF Iterator Upgrade * Translating New Display Properties and Typecodes * Upgrading Rules to PolicyCenter 7.0.0 * Validating the PolicyCenter 7.0.0 Configuration ** Using Studio to Validate Files ** Starting PolicyCenter and Resolving Errors * Modifying Pre-Qualification Question Sets * Building and Deploying PolicyCenter 7.0.0 *** The Build Environment *** Preserving Jar Files ===Upgrading the PolicyCenter 3.0.x Database=== * Upgrading Administration Data for Testing * Identifying Data Model Issues * Verifying Batch Process and Work Queue Completion * Purging Old Messages from the Database * Validating the Database Schema * Checking Database Consistency * Creating a Data Distribution Report * Generating Database Statistics * Creating a Database Backup * Updating Database Infrastructure * Preparing the Database for Upgrade ** Ensuring Adequate Free Space ** Disabling Replication ** Assigning Default Tablespace (Oracle only) ** Using Proper Clock Settings * Handling Extensions ** Merging Extensions ** Reviewing Custom Extensions ** Reconciling the Database with Custom Extensions * Setting Linguistic Search Collation for Oracle * Reviewing Data Model Changes ** Tables Recreated During Upgrade * Using the IDatamodelUpgrade Plugin ** Running Custom Version Checks and Triggers *** Version Checks *** Versioning ** Eliminating Circular References * Disabling the Scheduler * Configuring the Database Upgrade ** Configuring Column Removal on Oracle ** Configuring Index Creation Parallelism on Oracle ** Enabling Collection of Tablespace Usage and Object Size ** Enabling Oracle Logging ** Storing Temporary Sort Results in tempdb ** Adjusting Commit Size for Encryption ** Specifying Filegroup to Store Sort Results for Clustered Indexes ** Configuring Version Trigger Elements * Starting the Server to Begin Automatic Database Upgrade ** Integrations and Starting the Server ** Understanding the Automatic Database Upgrade ** Version Trigger Descriptions *** Dropping Process History Columns

*** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** s *** *** *** *** *** *** ***

Renaming Message Sink Columns Dropping Message Sink Tables Creating Subtypes for WorkflowLogEntry Upgrading Data Distribution Report Model Dropping Platform Region Type Column Upgrading Holiday Zone Codes Adding Hash of Full Path to SREE Reports Checking Activity Pattern Code Uniqueness Dropping ExtractReady from Organization Zone Admin Expanding Geocoding Precision Dropping Columns from Contact Category Score Replacing PolicyCompany and PolicyPerson Contact Subtypes Dropping Referential Integrity for Effective-Dated Entities Renaming Cost Columns Converting Account Holder Contact to Edge Foreign Key Creating and Populating PolicyAddress Populating Effective Dated Fields Checking Mapping Properties for AccountContact and PolicyContact Upgrading the Contact Data Model Upgrading the Location Data Model Populating the Policy Column on PolicyTerm Converting Policy Evaluation Issues to Underwriting Issues Moving JobAnswers on Job to PeriodAnswers on PolicyPeriod Clearing PMLockedField and PMLockedEntity Data Dropping PolicyPeriod Columns Dropping PlanDetail and PlanSummary Tables Deleting ProductOffer Deleting PreQualStatus Dropping PaymentSchedule and PaymentScheduleItem Dropping Audit Information Table Renaming ModuleNumber to TermNumber Setting ProducerStatus to Active for Managing General Agents Populating PACost.ChargePattern Populating AccountID for Message and MessageHistory Updating ChoiceTerm1 on PersonalAutoCov and PersonalVehicleCov Replacing Account.YearsInBusiness with Account.YearBusinessStarted Dropping PolicyPeriod Foreign Key from Effective Dated Entities Recreating NotificationConfig Dropping Additional Columns Dropping Additional Tables Replacing Territory with DBTerritory Dropping PATransaction Foreign Key to PersonalAutoLine Populating Null Effective Dates Populating History.PolicyTerm Upgrading Permissions Converting Primary Key Indexes to Clustered Indexes Dropping PolicyLine Columns Adding SelectedVersion Edge Foreign Key to Job Dropping SyncedToAccount Column from AccountSyncable Types Renaming UWIssueHistory Columns Merging UWIssueApproval into UWIssue Setting CanEditApprovalBeforeBind to True for UWIssues in Bound PolicyPeriod Updating System Tools Permissions Converting Modifiers and Rate Factors to Delegates Setting User Role Assignment Close Date to Job Close Date Updating User Role Assignment Relationships with Policy and Job Moving Effective-Dated Registry from Branch to Container Denormalizing Contact to PolicyContactRole Adding MostRecentTerm to PolicyTerm

*** Adding AccountHolderCount to Contact *** Upgrading Financials *** Updating TableRegistryEntry and EncryptedColumnRegistryEntry to Use Lowercas e *** Dropping Upgrade Instrumentation Tables *** Migrating LoadErrorRow.RowNumber to Larger Data Type *** Erasing Database Archiving *** Removing InetSoft Reporting Support *** Populating Foreign Key to Account on History Rows *** Dropping Staging Tables *** Populating Foreign Key to Policy on Job-level Activity Rows *** Populating InitialNotificationDate for Cancellations *** Populating CurrentNotificationsSent on Cancellations *** Redefining Relationships Between BAJurisdiction and BAHiredAutoBasis and BAN onOwnedBasis *** Moving SecondaryNamedInsured from PersonalAutoLine up to EffectiveDatedField s *** Populating BusinessAutoLine.PolicyType *** Adding Jurisdiction Typelist *** Populating AccountContact.LastUpdateTime *** Populating Account.LinkContacts *** Adding DateOfBirthInternal and MaritalStatusInternal to PolicyContactRole *** Populating ParticipatingPlan.WorkersCompLine *** Renaming UWIssue and UWIssueHistory Column ApprovalExpirationDate to Approva lInvalidFrom *** Populating Advance Permissions *** Moving MotorVehicleRecord from Base Metadata to Extensions * Viewing Detailed Database Upgrade Information * Dropping Unused Columns on Oracle * Exporting Administration Data for Testing * Final Steps After The Database Upgrade is Complete ** Backing up the Database After Upgrade ===Upgrading Integrations and Gosu from 3.0.x=== * Overview of Upgrading Integration Plugins and Code * Tasks Required Before Starting the Server * Tasks Required Before Deploying a Production Server * Tasks Required Before the Next Upgrade =PolicyCenter New and Changed Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===New and Changed in PolicyCenter 7.0=== * PolicyCenter Lines of Business ** New Commercial Property Blankets ** Copying Coverages ** Changes to Personal Auto *** Motor Vehicle Records in Personal Auto *** Changes to Quick Quote in Personal Auto *** Excluded Drivers in Personal Auto ** Business Auto Becomes Commercial Auto * PolicyCenter Jobs

** Side-by-Side Quoting ** Rescheduling a Cancellation ** Changing the Effective Date of a Policy Change ** Rewrite New Account Job * PolicyCenter Components ** Changes to Activities *** Attach Activities to Policies *** View Notes for an Activity ** Changes to Account History Screen and Events *** New Methods for History *** History Search Criteria Class ** Account Relationships *** Account Merge Changes ** Moving or Rewriting Policies Between Accounts ** Merging Accounts ** Copying Data Between Policies ** Splitting and Spinning Policies ** Contact Tab ** Linking Addresses on Contacts ** Updating Contact in Effective Time ** Reinsurance ** Change to End Date Field in Underwriting Entities * Administering PolicyCenter ** Administering Policy Holds ** Changes to Administering Policy Forms ** Reassigning Job Roles * Product Integrations ** Changes to the Billing System Integration *** Subaccounts *** Invoice Streams *** Alternate Billing Account ===New and Changed in Configuration in 7.0=== * Changes to the Data Model ** Motor Vehicle Record Deprecated * Changes to Guidewire Studio ** Modifications to Type System Refresh ** Modifications to the Resources Pane ** Modifications to Tools Options ** Modifications to Typelists ** Modifications to Web Services * Changes to Configuration Parameters * Changes Related to PCF Files ** New iterator Attribute on Buttons ** New disablePostOnEnter Attribute on Cell ** New Link widgets Menu Command ** New Exposes Tab on ListViewPanel Widget ** Deprecated Unintended ListView ContentCell Configuration ** New Modal Cell and CellRef Widgets ** New CheckedValuesMenuItem Iterator * Changes to the PolicyCenter Product Model ** Changes to Question Sets ** New Reloading Availability Data on a Running Server ** Quote Rounding Level Within a Product * Changes to Configuring Lines of Business ** Changes to Studio Icons for a Line of Business ** Configuring Copy Data for a Line of Business * Improvements in Localization ** Address Localization ** Typelist Localization

** New Jurisdiction Typelist ** Display Key Localization ** Command Line Export Translation File Import Tool ===New and Changed in Gosu in 7.0=== * New in Gosu in 7.0 ** Gosu Support for Intervals ** Gosu Support for Numeric Literals ** New Null-safe Operators * Changed in Gosu in 7.0 ** Gosu Compiles to Java Virtual Machine Bytecode ** Gosu Syntax Changes (Compile Time Issues) *** Mismatched property Getter/Setter Types *** Overriding a Generic Function with a non-Generic function *** Covariantly Overriding the Getter Half of a Writable Property *** Overriding an Enhancement Method *** Method Overloading Involving Non-Java-backed Types as the Arguments *** Variables With No Type Cannot Initialize to Null *** Properties Must Not Conflict with Explicit Getter or Setter Methods *** Do Not Use the Return Value of a Void Function In an Expression *** Higher Precedence for 'as' and 'typeas' Operators *** Case-sensitive Language Keywords *** Relative Imports Discouraged, and Now Sometimes Require Fully-Qualified Type Names ** Gosu Behavior Changes (Run Time Issues) *** Accessing Package-local Java Classes from Gosu classes in the Same Package *** Standard Arithmetic Operators Are No Longer Null-safe *** Array Casts *** Primitive Property Short-Circuiting *** Class Loading and Initialization Ordering *** Arrays of Non-Java-backed Types with 'typeof' or 'TypeSystem.getFromObject(o )' *** Catching Exceptions in Java When Gosu throws Exceptions *** Private Variables on Superclasses with the Same Name as a Variable on the Su bclass ** New XML APIs and Improved XSD Support Using 'XmlElement's *** Backward Compatability ** Guidewire XML Modeler (GX Modeler) Upgraded to Use New XML API ===New and Changed in Integration in 7.0=== * New in Integration in 7.0 ** Motor Vehicle Record (MVR) Plugin ** Reinsurance Architecture and Plugin ** New ClaimCenter PolicyCenter Integration ** Policy Hold Evaluation Plugin ** New Populator Plugin * Changes in Integration in 7.0 ** WS-I Web Services *** Publishing RPCE Web Services Compared to WS-I Web Services *** Converting Your Own Published Web Services from RPCE to WS-I *** Changes for Consuming Web Services in WS-I *** Finding Documentation for Connecting to Web Services ** Suite Configuration File Overrides URLs to Other Guidewire Apps ** Setting Locale in WS-I Requests for Guidewire Servers Only ** IAccountPlugin Web Service Changes for Transferring Policies ** SubmissionAPI Changes *** Changes to the Start Draft Submission Method *** New Quote Submission Method ** PolicyAPI Changes ** PolicyRenewalAPI Changes

*** Changes to the Renewal Method *** New Term Confirmation Method ** Confirming Renewals Integration Flow ** Guidewire InsuranceSuite Plugin Implementations are Versioned ** SOAP Implementation Classes and WSDL Packages Include Version *** Web Service Implementation Classes Are Organized by PolicyCenter Version *** WSDL for Guidewire Applications Are Organized by Destination Application Ver sion ** Changes to PolicyCenter Contact-related Plugins ** ContactAPI Web Service Changes ** Geocoding Only Some Addresses ** Policy and Account Filtering for Searches ** Improvements to Matching Classes ** Escalation and Exception Plugins ** Billing Plugin Changes ** Billing Summary Plugin Changes ** For Messaging, a Contact is a Now a Safe-ordered Object ** Integrating PolicyCenter 7.0.0 with ClaimCenter 6.0.0 ** AccountSyncable Changes ===New and Changed in System Administration in 7.0=== * New in System Administration in 7.0 ** DCE VM Required for Development Environments ** Support for Importing and Exporting Policy Forms and Policy Holds * Changed in System Administration in 7.0 ** Updated System Requirements ** Database Configuration Changes ** Maximum Contact Search Results Parameter Name ===New and Changed in Rules in 7.0=== * New in Rules in PolicyCenter 7.0 * Changes in Rules in PolicyCenter 7.0 ===New and Changed in PolicyCenter 4.0=== * New in PolicyCenter 4.0 ** New Lines of Business ** Underwriting Authority ** Geocoding Locations ** Premium Audit Job *** Final Audit Job *** Premium Report Job ** Rating Overrides ** Product Model Changes *** Multi-Line Products *** Availability *** Offerings *** Exclusions and Conditions ** Localization ** PolicyCenter Integrated with a Billing System ** PolicyCenter Integrated with a Claim System ** PolicyCenter Integrated with a Contact Management System ** New System Permissions * Changes in PolicyCenter 4.0 ** Search for Contacts ** Revisioning Changes ** Contacts ** Locations ** Jobs ** Policy Change Job Support for Multiple Versions

** Renewal Job *** Workflows Redesigned and Removed *** Renewal Batch Process Changes ** Cancellation Job ** Question Sets ** Quoting and Rating ===New and Changed in Configuration in 4.0=== * Changes to the Guidewire PolicyCenter Data Model ** New Configuration Parameter Access ** Added, Removed, or Changed Configuration Parameters ** Localized Database Columns ** New Language Column on Document and Activity Entities ** Reference Activity Pattern by Code, Not ID ** New Metadata File Structure *** New Way to Create Entity Extensions *** Removal of Version Number *** New XML Namespace Attribute ** Changed FieldValidators File ** Changes to Data Types ** Changes to Entity Types ** Changes to Data Objects ** Removal of <validationTriggerOverrides> Element ** Contact Casting Accessors Deprecated ** Column Attributes Become columnParam Subelements ** Columns Added to HolidayZone Entity * Changes in Studio ** Changes to Studio Dialogs ** Changes to Studio Editors ** Changes to Studio Menus ** Changes to Studio Right-Click Contextual Menus * Changes Related to PCF Files ** PCF Schema Changes ** Server Start Up No Longer Verifies PCF Files * Changes Related to Workflow * Improvements in Localization ** Set a Locale for Studio ** Localize Specific Activity Pattern Fields ** Localize Field Validation ** Set Zone Information ** Localize Documents, Notes, and Templates ** Localize Document APIs *** Document File Structure Changes ** Localized Field Validation ** Localization of System Table Columns ** Localization of Command Line Tools Argument Descriptions ** Localization of Workflow * Changes in the Product Model ** Availability ** Product Forms ** Exclusions ** Conditions ** Product Modifiers ** Question Sets ** Notification Config System Table ** Underwriting Issue Type System Table * Changes to PolicyCenter Finder APIs ===New and Changed in Gosu in 4.0=== * New in Gosu in 4.0

** Gosu Shell ** Gosu Generated Documentation from Type System ** Run Local Command-line Commands from Gosu ** Shell-related APIs ** Increment and Decrement Operators ** New Expression Operators ** New Compound Assignment Operators ** Gosu Templates *** Legacy Gosu Templates Deprecated ('.gs' Template Files) *** SOAP APIs for Legacy Gosu Templates Deprecated ** Gosu Composition Syntax ** Object Lifecycle Management with the 'using' Keyword ** Type Inference Downcasting ** Profiler Tags ** The Object Equality Operator (===) ** Object Initializer Syntax During Object Creation ** Type System Reflection New APIs ** New Stream Utilities ** Concurrency Utilities ** Checksum APIs ** Run With New Bundle With a User * Changed in Gosu in 4.0 ** Renamed GScript to Gosu ** Moved Classes Hierarchy ** Java Collection Generics Fixes ** Data Structure Declaration Extensions for Lists, Maps, and Sets ** Class Variables Can Both Expose as Property and Have Initializer ** Compound Types ** Change in Ternary Conditionals If Clauses Return Different Types ** Moved Enhancement Packages ** XML Node Package Name Changed ** Gosu Error Reporting Improvements ** Improvements to XSD and XML Processing ** Changes to XSD Class Loading Behavior ** Query Builder API Changes ** Query Builder API Improvements ** Blocks Require Single Statements in Braces ** Changes to Existing Collections Enhancement Methods ** New Collections Enhancement Methods ** New Array/List Expansion Operator (Deprecated Old Style) ** Gosu Array Enhancement Changes ** New Concurrency and Scoping APIs, Scoped Variables Deprecated ** New 'Type' Property on All Types ** Exception Changes If No Current User and Creating New Bundle ** Block Declarations Now Require Argument Names ** Function Pointers and Nested Functions Now Unsupported *** Nested Functions Disallowed ** Annotation Syntax Change for Run Time Access ===New and Changed in Integration in 4.0=== * New in Integration in 4.0 ** Tools for XML Export of Types for Integration ** Asynchronous Document Store and Transport ** Startable Plugins ** Create Custom Batch Processes ** Profiler Web Services ** Simple Servlets ** Field-level Encryption ** Contact Merging APIs ** Audit Schedule Selector Plugin

** Reference Date Plugin ** Authentication User Role Syncing ** Large Loss Notification Integration (Claim to Policy Notification) ** New Preupdate Handler Plugin * Changes in Integration in 4.0 ** Changes to Structure of Integration-related Files and Scripts ** Copy the Plugin Entity Library to Your Configuration Module ** Rating Integration Changes ** Billing Plugin Changes ** Referral Reason SOAP API Moved to PeriodAPI ** Messaging API Changes *** Message 'getKey' and 'addKey' Removed *** Message Duplicate Handling Changes *** Message Finder 'Find By Sender Ref ID' Changes *** New Automated Retry on Error With Specified Date *** Message 'MessageSink' Property Renamed to 'DestinationID' *** Deprecated Properties on 'Message' and 'MessageHistory' Entities *** Message Context Old Get/Set Destination Methods Removed *** Message Context Create Late Bound Method Removed ** Document Management Plugin Implementation Location Changes ** Parameterization of Types Stripped from Java External Entities ** New Plugin Registry (Old Version Deprecated in Gosu) ** Cancellation and Reinstatement Changes ** Form Lookup Date Plugin Removed ** IMessagingToolsAPI Web Service Interface Changes ** IDataExtractionAPI Web Service Interface Deprecated ** Document Management Plugin Changes for Availability ** Contact Configuration Changes ** Territory Changes ** Summary of Plugin Changes, Additions, and Removals *** Plugin Template Suffix is Now .gsm ** Web Service Changes, Additions, and Removals ** Authentication Integration Changes ** Term Number Replaces Renewal Number ** Difference Calculation Changes ** Enforcement of Web Service Type Name Conflicts ===New and Changed in System Administration in 4.0=== * Changed in System Administration in 4.0 ** Application Server Requirements ** Database Server Requirements ** Operating System Requirements ** Java and ANT Versions ** Caching Mechanism ===New and Changed in Rules in 4.0=== * New in Rules in PolicyCenter 4.0 ** Create Activity Pattern by Code Rather Than by ID ** New Audit Rule Set ** Proximity-Based Assignment * Changes in Rules in PolicyCenter 4.0 ** PolicyCenter Stores Rules as Gosu Classes ** Rule Set Category Name Changes ** Rule Set Category Creation through Studio ** Rule Debugger Menu Changes ** Resource Export and Import Removed ===Guidewire PolicyCenter 3.0.2 Release Notes=== * Overview

* Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** Upgrade Issues * Changes in this Release ** Base PCF File Changes ** Base Resource Changes ** Configuration Changes ** Improvements ** General Issues * Known Issues and Limitations ===Guidewire PolicyCenter 3.0.3 Release Notes=== * Overview * Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** Software Updates ** Upgrade Issues *** Database Upgrade Drops Data in Tables (CC-48808) *** Changes to Parameter Order in Outgoing SOAP API Requests (PL-316 and CC-5013 3) * Changes in this Release ** Base PCF File Changes ** Base Resource Changes ** Configuration Changes ** Improvements ** General Issues * Known Issues and Limitations ===Guidewire PolicyCenter 4.0.0 Release Notes=== * Overview * Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** InetSoft Evaluation ** Upgrade Issues * Changes in This Release ** Base PCF File Changes ** Configuration Changes * Known Issues and Limitations ===Guidewire PolicyCenter 4.0.1 Release Notes=== * Overview * Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** Software Updates ** InetSoft Evaluation ** Upgrade Issues * Changes in This Release ** Base PCF File Changes

** Configuration Changes * Improvements and General Issues * Known Issues and Limitations ===Guidewire PolicyCenter 4.0.2 Release Notes=== * Overview * Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** InetSoft Evaluation * Changes in This Release ** Base PCF File Changes ** Base Resources Changes * Improvements and General Issues * Known Issues and Limitations ===Guidewire PolicyCenter 4.0.3 Release Notes=== * Overview * Release Information ** Version Number ** Installation Requirements ** Support * Installing This Release ** InetSoft Evaluation ** Issues and Major Changes *** Clustered Indexes *** Linguistic Search Performance * Changes in This Release ** Base PCF File Changes ** Base Resources Changes * Improvements and General Issues * Known Issues and Limitations ===Guidewire PolicyCenter 4.0.4 Release Notes=== * Overview * Release Information ** Version Number ** Support * Installing This Release ** InetSoft Evaluation * Changes in This Release ** Base PCF File Changes ** Improvements to Upgrade Diff Report * Improvements and General Issues * Known Issues and Limitations *** Studio: "Verify Changed Resources" is not implemented in the product model ( PC-6928) *** Duplicate contact when merging contacts through API (PC-7421) *** EvaluationException: [251861] in Account tab (PC-7861) *** Provide a way to filter out added and removed subentities in a policy differ ences tree (PC-7929) *** Need a summary of underwriting issues across all policies in a job group (PC -9102) *** Answers persist on filtered out questions (PC-10645) *** Duplicate descriptions for image/JPG mime types in the configuration file (P C-12320) *** When using parallel sessions, approvals made by underwriter are not updated for second user simultaneously viewing same work order (PC-12322)

*** PolicyCenter does not display empty report folders (PL-1281) *** SampleAcrobat document template does not allow extra fields (PL-1416) *** Guidewire Studio PCF Editor treats commented-out property values as errors ( PL-4582) *** PolicyCenter Not Generating soap.local.entity Correctly (PL-7560) *** Server exception during startup (PL-8167) *** Pre-update rules for extension entities (PL-8469) *** Zone data with missing values cannot be loaded (PL-9123) *** H2 development database creates LONGTEXT fields as VARCHAR (65000), instead of as CLOB as in Oracle and SQL Server (PL-9314) *** Tab widgets do not work with Microsoft Windows Server 2003 enhanced security enabled (PL-9813) *** Country specific field validation does not run if the fields are not modifie d when a country is changed (PL-9828) *** Not possible to hot-deploy on all supported application servers (PL-9955) *** First time you click on the arrow of the typekey input, the drop-down menu w ill not open (PL-10134) *** InetSoft Exception Failed Login Exception: Bad user name anonymous (PL-10148 ) *** Report Still Visible After Permissions Disabled For Parent Folder (PL-10353) *** Studio Debugger does not handle rule breakpoints properly (PL-10553) *** Method assignByUserAttributes does not distinguish between attributes (PL-10 607) *** Studio Rules do not use correct capitalization for root object's name (PL-10 740) *** ToolbarButton Widget Does Not Render Correctly (PL-10742) *** Must Name Row Iterator Element with Capital Letter (PL-10795) *** Finder in annotation causes throws error (PL-10812) *** Studio does not properly report verification error (PL-10822) *** Navigating between pages in wizard loses data (PL-10920) *** Values in MIME-type drop-down menus are not localized (PL-10921) *** Double quotes in PATH environment variable causes problems (PL-10981) *** Large Number of Classes in plugins\shared\lib Causes Studio to Fail to Start (PL-11026) *** ANT Command build-war Hangs Indefinitely (PL-11045) *** Intermittent verification error on autoCompleteArIDs (PL-11189) *** Cache summary statistics rely on server ID being unique (PL-11239) *** Missing Display Keys Cause Server to Fail to Start (PL-11764) *** Countries configured in zone-config.xml still generate a warning during rege n-dictionary even when zone data is loaded for all of these countries (PL-11947) *** The user interface cannot handle starting multiple instances of a batch proc ess (PL-12372) *** The CSV file is incorrectly configured in mimetype mapping (PL-12841) *** Type system refresh after PCF page title change does not update correspondin g menu label (PL-13057) *** There is a length limitation on entity localization table names (PL-13360) *** US-Locations.txt file with the US geodata from GreatData has special charact ers that cause validation problems with United States Postal Service (USPS) data (PL-13384) *** Guidewire Document Assistant ActiveX control, blacklist version, requires ch anges to DocumentControl.gs (PL-13501) *** GX models that reference virtual fields and enhancements throw null pointers if null (PL-13560) *** Sending email with file attachment with unicode filename is not correctly ha nded over to the mail server (PL-13582) *** The GX model generated XSD cannot be parsed by JAXB (PL-13598) *** JavaToolkit.gs has incorrectly hard coded memory which results in failed reg en-java-api ant task (PL-13663) *** Cannot make a field from a delegate a localized column (PL-13761) *** Copy and paste does not work from phone fields (PL-13792)

*** DiffUtils.findDuplicates method returns large number of queries (PL-14130) =Gosu Reference Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Gosu Introduction=== * Welcome to Gosu ** Control Flow ** Blocks ** Enhancements ** Collections ** Access to Java Types ** Gosu Classes and Properties *** Functions *** Class Variables and Properties *** From Gosu, Java Get and Set Methods Become Properties *** Property Accessor Paths are Null Safe *** Static Members ** Interfaces ** List and Array Expansion Operator *. ** Comparisons ** Case Sensitivity ** Compound Assignment Statements ** Delegating Interface Implementation with Composition ** Concurrency ** Exceptions ** Annotations ** Gosu Templates ** Native XML and XSD Support ** Native Web Service Support Using a WSDL Type Loader ** Gosu Character Set * Running Gosu Programs and Calling Other Classes * More About the Gosu Type System ** Compile Time Error Prevention ** Type Inference ** Intelligent Code Completion and Other Gosu Editor Tools ** Null Safety for Properties Other Operators ** Generics in Gosu ** Gosu Primitives Types ** Gosu Type Loaders * Gosu Case Sensitivity * Gosu Statement Terminators * Gosu Comments * Gosu Reserved Words * Gosu Generated Documentation ('gosudoc') * Notable Differences Between Gosu and Java * Get Ready for Gosu ===Gosu Types=== * Built-in Types ** Array ** Boolean ** DateTime

*** Gosu DateTime and Java ** Key ** Number ** Object ** String *** Escaping Special Characters in Strings *** Gosu String Templates ** Type ** Primitive Types * Access to Java Types * Arrays ** Array-related Entity Methods ** Java-based Lists as Arrays ** Array Expansion * Object Instantiation and Properties ** Creating New Objects ** Assigning Object Properties ** Accessing Object Properties ** Accessing Object Methods ** Accessing Object Arrays * Numeric, Binary, and Hex Literals * Entities * Typekeys ===Gosu Operators and Expressions=== * Gosu Operators ** Operator Precedence * Standard Gosu Expressions * Arithmetic Expressions *** Addition and Concatenation Operator (+) *** Subtraction Operator (-) *** Multiplication Operator (*) *** Division Operator (/) *** Arithmetic Modulo Operator (%) *** Bitwise AND (&) *** Bitwise Inclusive OR (|) *** Bitwise Exclusive OR (^) *** Bitwise Left Shift (<<) *** Bitwise Right Shift and Preserve Sign (>>) *** Bitwise Right Shift Right Shift and Clear Sign (>>>) * Equality Expressions *** == Operator *** === Operator Compares Object Equality *** != or <> Operator * Evaluation Expressions * Existence Testing Expressions * Logical Expressions *** Logical AND *** Logical OR *** Logical NOT *** Typeis Expressions * New Object Expressions *** Object Initializer Syntax *** Special Syntax for Initializing Lists, Collections, and Maps *** Referencing Existing Guidewire Entities * Relational Expressions *** > Operator *** >= Operator *** < Operator *** <= Operator

* Unary Expressions *** Numeric Negation *** Typeof Expressions *** Bit-wise NOT * Importing Types and Package Namespaces *** Packages Always in Scope * Conditional Ternary Expressions * Special Gosu Expressions ** Entity Literals ** Function Calls ** Static Method Calls ** Static Property Paths ** Entity and Typekey Type Literals * Handling Null Values In Expressions ** Null-safe Property Access *** How the Standard Period Operator Handles Null *** How the Null-Safe Period Operator Handles Null ** Null-safe Default Operator ** Null-safe Indexing for Arrays, Lists, and Maps ** Null-safe Math Operators ===Statements=== * Gosu Statements ** Statement Lists * Gosu Variables ** Variable Type Declaration ** Variable Assignment * Gosu Conditional Execution and Looping ** If() Else() Statements ** For() Statements *** Iteration in For() Statements *** Examples ** While() Statements ** Do While() Statements ** Switch() Statements * Gosu Functions ** Public and Private Functions ===Exception Handling=== * Try-Catch-Finally Constructions * Throw Statements * Checked Exceptions in Gosu * Object Lifecycle Management ('using' Clauses) ** Disposable Objects ** Closeable Objects and 'using' Clauses ** Reentrant Objects and 'using' Clauses *** Using Profiler Tags ** Returning Values from 'using' Clauses ===Intervals=== * What are Intervals? ** Reversing Interval Order ** Granularity (Step and Unit) * Writing Your Own Interval Type ** Custom Iterable Intervals Using Sequenceable Items ** Custom Iterable Intervals Using Manually-written Iterators *** Example: Color Interval Written With Manual Iterators ** Custom Non-iterable Interval Types ===Java and Gosu===

* Overview of Calling Java from Gosu ** Java Classes are First-Class Types ** Many Java Classes are Core Classes for Gosu ** Java Packages in Scope ** Static Members in Gosu ** Simple Java Example ** Java Get and Set Methods Convert to Gosu Properties ** Interfaces ** Enumerations ** Annotations ** Java Primitives * Deploying Your Java Classes ** Class Loading for Java Classes Called from Gosu * Java Class Loading, Delegation, and Package Naming ** Java Class Loading Rules ** Local Loading of Your Classes ** Delegate Loading ** Java Class Repository Listing * Special Handling of Collections, Arrays, Maps ** Disable Container Conversion In Some Cases ** Details of Container Conversion *** Example: Working with Collections Safely * Java Entity Libraries Overview *** Diagram of Entity Library Accesses and Differences * Using Java Entity Libraries ** Creating Entities from Java ** Getting and Setting Properties from Java ** Calling Entity Domain Methods from Java ** Exception Handling from Java ** TypeKey Classes from Java ** Parameterization of Types Stripped from Entities in Java ** Special Entity-related Java Classes * Argument Conversion in Java Entity Libraries * How Entities and Typekeys Convert to and from Java ** Comparing Entities ** Comparing Typekeys ** Comparing Keys * Java Entity Utility APIs ** Creating and Accessing Entities From Java ** Finding Entities by Public ID Within Java Code * Which Java Types Export to Java Entity Libraries? * Non-entity Types in the Java Entity Libraries ** Adding Gosu Non-Entity Types to the Entity Libraries ** Using Gosu Classes from Java Entity Libraries * Static Methods and Variables in Java Entity Libraries * Gosu Enhancements in Java Entity Libraries * Remapping Package and Type Names in Java Entity Libraries * Testing Your Entity Code in Java (EntityMock) ** How EntityMock Works ** Using EntityMock ** Modifying EntityFactory for Mock Entities ===Query Builder=== * Query Builder Overview ** Basic Queries *** Examples ** Viewing the SQL for a Query ** Column References ** Database Functions *** Example of 'Expr' Database Function

** Combining Queries and Predicates *** Simple 'AND' *** Union and Intersection of Queries *** Boolean Algebra of Predicates * Returning Query Results *** Selecting Columns and Returning Results in Custom Formats *** Ordering results ** Found Entities Are Read-only Until Added to a Bundle ** Result Counts and Dynamic Queries *** Setting the Page Size For a Query * Advanced Queries (Subselects and Joins) ** Using Subselect for Reverse Inner Joins ** Join Method *** Forward Joins *** Reverse Joins *** Adding Predicates to Join Queries *** Allowing Queries to Find Retired Entities *** Advanced Inline Views *** Additional Join Examples ===Find Expressions=== * Basic Find Expressions ** Find Expressions Using AND/OR ** Find Expressions Using Equality and Relational Operators ** Find Expressions Using 'Where...In' Clauses * Using Exists Expressions in Finders for Database Joins ** Fixing Invalid Queries by Adding Exists Clauses ** Combining Exists Expressions * Find Expressions Using Special Substring Keywords * Find Expression Limitations for Revisioned Entities * Using a Find Expression's Results (Using a Query) ** Basic Iterator Example ** Large Query Finder Results Example ** Sort Results Example ** Returning a Single Row of Finder Results ** Found Entities Are Read-only Until Added to a Bundle ** Queries Are Always Dynamic ===Classes=== * What Are Classes? * Creating and Instantiating Classes ** Creating a New Instance of a Class ** Naming Conventions for Packages and Classes * Properties ** Properties Act Like Data But They Are Dynamic and Virtual Functions ** Property Paths are Null Tolerant *** Design APIs Around Null Safe Property Paths ** Static Properties ** More Property Examples * Modifiers ** Access Modifiers ** Override Modifier ** Abstract Modifier ** Final Modifier ** Static Modifier * Inner Classes ** Named Inner Classes ** Anonymous Inner Classes *** Gosu Block Shortcut for Anonymous Inner Classes Implementing an Interface

===Enumerations=== * Using Enumerations ** Extracting Information from Enumerations ** Comparing Enumerations ===Interfaces=== * What is an Interface? * Defining and Using an Interface ** Defining and Using Properties with Interfaces ** Modifiers and Interfaces ===Composition=== * Using Gosu Composition ** Overriding Methods Independent of the Delegate Class ** Declaring Delegate Implementation Type in the Variable Definition ** Using One Delegate for Multiple Interfaces ** Using Composition With Built-in Interfaces ===Annotations and Interceptors=== * Annotating a Class, Method, Type, or Constructor ** Built-in Annotations * Annotations at Run Time * Defining Your Own Annotations ** Customizing Annotation Usage * Gosu Interceptors ===Enhancements=== * Using Enhancements ** Syntax for Using Enhancements ** Creating a New Enhancement ** Syntax for Defining Enhancements ** Enhancement Naming and Package Conventions ** Enhancements on Arrays ===Gosu Blocks=== * What Are Blocks? * Basic Block Definition and Invocation * Variable Scope and Capturing Variables In Blocks * Argument Type Inference Shortcut In Certain Cases * Block Type Literals * Blocks and Collections * Blocks as Shortcuts for Anonymous Classes ===Gosu Generics=== * Gosu Generics Overview * Using Gosu Generics * Other Unbounded Generics Wildcards * Generics and Blocks * How Generics Help Define Collection APIs * Multiple Dimensionality Generics * Generics With Custom 'Containers' ** Generics with Non-Containers ===Collections=== * Basic Lists * Basic HashMaps ** Special Enhancements on Maps * List and Array Expansion (*.) *** Array Flattening to Single Dimensional Array *** Application-Specific Examples

* Enhancement Reference for Collections and Related Types ** Collections Enhancement Methods ** Finding Data in Collections ** Sorting Collections ** Mapping Data in Collections ** Iterating Across Collections ** Partitioning Collections ** Converting Lists, Arrays, and Sets ** Flat Mapping a Series of Collections or Arrays ** Sizes and Length of Collections and Strings are Equivalent ===Gosu and XML=== * Manipulating XML Overview ** Legacy XML Support *** Differences Between Legacy XML APIs and Current XML APIs * Introduction to XmlElement ** Dollar Sign Prefix For Some Properties When Using XSD Types * Exporting XML Data * Parsing XML Data into an XML Element *** Referencing Additional Schemas During Parsing * Creating Many QNames in the Same Namespace * XSD-based Properties and Types ** Normalization of Gosu Generated XSD-based Names ** Examples of XSD Names ** Automatic Insertion into Lists ** XSD List Property Example * Getting Data From an XML Element ** Manipulating Elements and Values (Works With or Without XSD) *** Getting Child Elements By Name *** Removing Child Elements By Name ** Attributes * Simple Values ** XSD to Gosu Simple Type Mappings ** Facet Validation * Access the Nillness of an Element * Automatic Creation of Intermediary Elements * Default/Fixed Attribute Values * Substitution Group Hierarchies * Element Sorting for XSD-based Elements *** If Element Order Is Already Correct *** Multiple Correct Sort Order Matches * Built-in Schemas ** The XSD that Defines an XSD (The Metaschema) * Schema Access Type * The Guidewire XML (GX) Modeler ** Automatic Publishing of the Generated XSD ** Generating XML Using an XML Model ** Customizing GX Modeler Output (GXOptions) *** Checking for Exceptions in Property Export ** Parsing XML Into an XML Model ** Arrays of Entities in XML Output ** Complete Guidewire XML Model Example ** Type Conversions from Gosu Types to XSD Types * Legacy XML APIs: Manipulating XML as Untyped Nodes ** Untyped Node Operations ** Example of Manipulating XML as Untyped Nodes * Legacy XML APIs: Exporting XML Data * Legacy XML APIs: Collection-like Enhancements for XML * Legacy XML APIs: Structured XML Using XSDs ** Importing Strongly-Typed XML

** Writing Strongly-Typed XML ** Handling Choices in XML *** If a Choice is Root of an Element ** Gosu Type to XSD Type Conversion Reference ** XSD Namespaces and QNames ** Autocreation of Intermediate Nodes ** XML Node IDs ** Date Handling in XSDs ===Bundles and Transactions=== * Which Circumstances to Manipulate Database Transactions * Using Existing Bundles ** Getting an Entity from its Public ID or Internal ID (Key) ** Creating New Entities in Specific Bundles ** Committing a Bundle ** Bundles and Web Services ** Removing Entities from the Database Entirely * Running Code in an Entirely New Bundle ** Create Bundle For a Specific PolicyCenter User * Exception Handling in Transaction Blocks * Determining What Entity Data Changed in a Bundle ** Detecting If Any Element Changes Occurred ** Getting All Changed Properties From an Entity ** Bundle Change Methods Specific to Arrays ** Getting Add, Changed, or Deleted Entities In a Bundle * Bundle Commit and Query Implementation Details ** How the Application Caches Entity Data and Prevents Problems ** Details of What Happens During Bundle Commit ===Gosu Templates=== * Template Overview ** Template Expressions ** When to Escape Special Characters for Templates * Using Template Files ** Creating and Running a Template File ** Template Scriptlet Tags ** Template Parameters ** Extending a Template From a Class ** Template Comments * Template Export Formats ===Type System=== * Basic Type Coercion * Basic Type Checking ** Automatic Downcasting for 'typeis' and 'typeof' * Using Reflection ** Type Object Properties ** Java Type Reflection ** Type System Class * Compound Types * Gosu Type Loaders ===Concurrency=== * Overview of Thread Safety and Concurrency * Gosu Scoping Classes (Pre-scoped Maps) * Concurrent Lazy Variables * Concurrent Cache * Concurrency with Monitor Locks and Reentrant Objects ===Gosu Programs and Command Line Tools===

* Gosu Command Line Tool Basics ** Unpacking and Installing the Gosu Shell ** Command Line Tool Options ** Writing a Simple Gosu Program * The Structure of a Gosu Program ** Metaline as First Line ** Functions in a Gosu Program ** Setting the Class Path to Call Other Gosu or Java Classes * Command Line Arguments *** Raw Argument Processing *** Advanced Argument Processing * Advanced Class Loading Registry * The Self-Contained Gosu Editor * Gosu Interactive Shell * Helpful APIs for Command Line Gosu Programs ===Running Local Shell Commands=== * Running Command Line Tools from Gosu ===Checksums=== * Overview of Checksums * Creating Fingerprints ** How to Output Data Inside a Fingerprint * Extending Fingerprints ===Properties Files=== * Reading Properties Files ===Coding Style=== * General Coding Guidelines ** Omit Semicolons ** Type Declarations ** The == and != Operator Recommendations and Warnings ** Gosu Case Sensitivity Implications ** Class Variable and Class Property Recommendations ** Use 'typeis' Inference =PolicyCenter Application Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Introduction to PolicyCenter=== * What is PolicyCenter? * Dynamic Product Model ** Lines of Business in the Base Application * The Policy Lifecycle * PolicyCenter Integration Points * Integration with Other Guidewire Applications * PolicyCenter Users ===Navigating PolicyCenter=== * Logging into PolicyCenter

* Changing Your Startup View * Common Areas in the PolicyCenter User Interface * PolicyCenter Tabs ** The Desktop Tab ** The Account Tab ** The Policy Tab ** The Search Tab *** Search Policies *** Search Contacts ** The Team Tab ** The Administration Tab ===The QuickJump Box=== * QuickJump Overview ** Jump to a Screen or Entity ** QuickJump Behavior in Wizards * Using QuickJump ** Chaining QuickJump Destinations Together * QuickJump Configuration * QuickJump References *** Static Items *** Super User Items *** Account File Items *** Policy File Items ===Saving Your Work=== * Unsaved Work Menu * Saving Your Work in PolicyCenter Wizards ** Popup Window Behavior ===Localizing PolicyCenter=== * Localizing Documents, Email, and Notes * Localizing Activities * Localizing Workflows ===PolicyCenter Jobs=== * Overview of PolicyCenter Jobs ** Submission ** Issuance ** Renewal ** Cancellation ** Policy Change ** Reinstatement ** Rewrite ** Rewrite New Account ** Audit * Key Features of Jobs ** Preemption ** Out-of-Sequence Changes and Jobs *** Out-of-Sequence Job Combinations * Configuring Jobs ** Wizards ** Gosu Classes for the Job ** Rule Sets ** Workflows ** Job Related System Configuration Parameters ** Changing Jobs to Expired Status ** Configuring Job History Events *** Example Code that Localizes the Event Message to the Primary Language

*** History Events in the Default Configuration *** Configuring History Search Criteria ===Submission Job=== * Submission Overview ** Create Submissions From Multiple Places * Submission General Steps * Submission Key Features ** Understanding Name Clearance and Risk Reservation *** Name Clearance *** Risk Reservation ** The Difference Between Quick Quote and Full Application *** What are the Advantages of Using Quick Quote? ** Answering Pre-Qualification Questions ** Selecting an Underwriting Company ** Reasons for Underwriter Review in Submissions ** Creating Multiple Versions ** Closing a Submission ** The Difference Between Binding a Policy and Issuing a Policy ** Expiring Submissions *** How Are Submission Jobs Expired? *** Configuring the Batch Process ** Copying Submission Information * Understanding the Submission Manager * Working with Submissions ** Creating a Submission ** Creating and Comparing Submission Versions ** Copying a Submission * Configuring Submissions ** Submission Process Gosu Class ** Submission Enhancements ** Submission Rule Sets * Submission Integration ** Submission APIs ** Submission Plugins * Submission Configuration Examples ** Configuring the Copy Submission Feature ===Issuance Job=== * Issuance Overview ** How Issuance Works ** Validation ** What Happens After Issuance? * Issuance General Steps * Working with Issuances ** Issuing a Policy * Configuring Issuance * Issuance Integration ** Issuance APIs and Plugins *** APIs *** Plugins ===Renewal Job=== * Renewal Overview ** Starting Renewals Manually in the User Interface ** Starting Renewals Using the Policy Renewal API ** Starting Renewals Using a Batch Process ** Renewal Flows ** Renewals Create New Policy Periods ** Renewal Restrictions

** Renewal Outcomes * Renewal Job General Steps * Renewal Job Key Features ** Understanding Pre-Renewal Directions *** Examples ** Understanding Referral Reasons ** Understanding Underwriting Issues ** Understanding Preemption ** Creating Multiple Versions * Working with Pre-Renewal Directions ** Viewing an Existing Pre-Renewal Direction ** Creating a Pre-Renewal Direction ** Deleting a Pre-Renewal Direction * Working with Underwriting Issues and Referral Reasons * Working with Renewals ** Creating a Renewal from a Batch Process ** Creating a Manual Renewal ** Viewing Your Renewals * Configuring Renewals * Configuring Batch Process Renewals ** Renewal Plugin Calculation ** Renewal Lead Time in Notification Config System Table ** Example Lead Time by Line of Business ** Example Lead Time by Time of Year ** Delay for a Conflicting Job * Configuring Explanations in Pre-renewal Directions * The Renewal Process Gosu Class and Enhancements ** The Renewal Process Class ** The Renewal Enhancement * Renewal Workflows ** Start Renewal Workflow ** Renewal Timeout Workflow * Renewal Rule Sets * Renewal Integration ** Renewal APIs and Plugins *** APIs *** Plugins ** Renewal Events ===Cancellation Job=== * Cancellation Overview ** Scheduling Versus Cancel Now ** Default Cancellation Effective Date ** Changing a Cancellation *** Canceling a Policy at an Earlier Effective Date *** Canceling a Policy on the Same or Later Effective Date by Changing the Cance llation *** Other Ways to Cancel a Policy on the Same or Later Effective Date ** Rescinded Versus Withdrawn Cancellations * Cancellation General Steps * Working with Cancellations ** Canceling a Policy ** Rescinding a Cancellation ** Changing the Cancellation Effective Date on an Open Cancellation ** Viewing Cancellations in Work Orders * Configuring Cancellations * Cancellation Gosu Classes ** Cancellation Process Class *** Start Function ** Cancellation Enhancements

* Complete Cancellation Workflow ** Complete Cancellation Workflow Steps * Cancellation Rule Sets * Cancellation Integration ** Cancellation APIs and Plugins *** APIs *** Plugins ** Events * Calculating the Cancellation Effective Date *** Calculating the Cancellation Effective Date if the Source is Insured *** Calculating the Cancellation Effective Date if the Source is Carrier * Configuring the Premium Calculation Method ===Policy Change Job=== * Policy Change Overview * Policy Change General Steps * Policy Change Key Features ** Using the Policy Review Screen to Verify Changes in Policy Change Job ** Changing the Producer of Service in a Policy Change Job ** Changing the Policy Expiration Date in a Policy Change Job ** Editing the Effective Date of a Policy Change Job *** The New Effective Date Must be Within the Same Slice and Policy Term *** Multiple Versions *** Underwriting Issues ** Creating Multiple Versions in a Policy Change Job ** Handling Out of Sequence Jobs in a Policy Change Job ** Using Preemption in a Policy Change Job * Working with Policy Changes ** Creating a Policy Change ** Creating and Comparing Policy Change Versions ** Editing the Policy Change Effective Date * Configuring Policy Changes ** The Policy Change Process Class ** Policy Change Rule Sets and Gosu Code * Policy Change Integration ** Policy Change APIs and Plugins *** APIs *** Plugins ** Policy Change Events ===Reinstatement Jobs=== * Reinstatement Overview * Reinstatement General Steps * Reinstatement Key Features * Working with Reinstatements ** Reinstating a Policy * Configuring Reinstatement Overview ** Reinstatement Gosu Class ** Reinstatement Rule Sets * Reinstatement Integration ** Reinstatement APIs and Plugins *** APIs *** Plugins ** Events ===Rewrite Jobs=== * Rewrite Overview * Rewrite General Steps * Rewrite Key Features ** Change Any Policy Information

** Full-Term Rewrite ** Mid-Term Rewrite * Working with Rewrites ** Rewriting a Policy ** Rewriting a Policy With a Lapse in Coverage ** Approving, Requesting Changes, or Declining a Rewrite ** Viewing Rewritten Policies * Configuring Rewrite Overview ** Rewrite Gosu Class ** Rewrite Rule Sets * Rewrite Integration ** Events ===Rewrite New Account Job=== * Rewrite New Account Job Overview ** Restrictions to Jobs Started on the Source Policy *** Rewrite to New Account On or After Expiration Date *** Rewrite to New Account on Cancellation Date *** Rewrite to New Account on Future Date Within the Policy Term *** Rewrite to New Account on a Future Date Beyond the Policy Term ** Restrictions to Jobs Started on the Target Policy ** Rewrite New Account and the Renewal Batch Process * Working with Rewrite New Account ** Rewriting a Policy to a New Account * Configuring the Rewrite New Account Job ** Rewrite New Account Job *** Copying Contacts and Locations ** Rewrite New Account Object Model *** Rewrite New Account Entity *** Policy Entity *** Job Entity ** Rewrite New Account History Events ===Premium Audit Job=== * Final Audit Job Overview ** Audit Schedules *** Process Start Date Examples *** Due Date Examples *** Audit Method Examples ** Where Does the Carrier Send Premium Audit Information? ** Reversing and Revising Final Audits *** Reverse a Final Audit *** Revise a Final Audit *** Final Audits Do Not Alter the Policy Contract ** Adding a Final Audit * Premium Report Job Overview ** Premium Report Audit Schedules ** Premium Report Trend Analysis ** Adding a Premium Report * Audit Roles *** Premium Auditor *** Premium Audit Examiner *** Premium Audit Supervisor * Premium Audit and Other Jobs * Premium Audit General Steps ** Final Audit General Steps ** Premium Reports General Steps * Working with Final Audits ** Viewing a Final Audit ** Viewing Audit Activities

** Editing or Waiving a Final Audit ** Adding a New Audit ** Starting a Final Audit ** Entering Audit Data and Completing a Final Audit ** Revising a Final Audit * Working With Premium Reports ** Viewing a Premium Report ** Viewing Premium Report Activities ** Selecting Premium Reports ** Starting a Premium Report ** Creating Activities for Overdue Premium Reports ** Entering Premium Report Data ** Editing or Waiving a Premium Report ** Adding a New Premium Report * Configuring Premium Audit ** Audit Schedules *** Final Audit Schedules *** Premium Report Schedules ** Audit Gosu Classes * Final Audit Integration ** Integration with BillingCenter ** Audit APIs and Plugins *** APIs *** Plugins ** Events ===Side-by-Side Quoting=== * Side-by-Side Quoting Overview ** Side-by-Side Quoting Compared with Multi-Version Quotes ** Side-by-Side Availability Overview ** Base Data Overview ** Side-by-Side Data Overview *** Typical Side-by-Side Data *** Personal Auto Side-by-Side Data ** Side-by-Side Quoting Process Flow * Side-by-Side Quoting in the User Interface ** Tools Menu Items for Side-by-Side Quoting ** Side-by-Side Quoting Screen *** Side-by-Side Versions Locked *** Buttons at Top of Screen *** Quote Comparison *** Coverages *** Entering the Side-by-Side Quote Screen for the First Time *** Resolving Out-of-Sequence Conflicts and Unhandled Preemptions ** The Policy Versions Screen *** Buttons at Top of Screen *** Each Version * Working with Side-by-Side Quoting ** Selecting Side-by-Side Quoting in a Submission Job ** Editing a Version in a Job with Side-by-Side Quoting ** Binding and Issuing a Side-by-Side Submission * Configuring Side-by-Side Quoting ** Changing the Maximum Number of Versions in Side-by-Side Quoting ** Marking a Job as Side-by-Side ** Side-by-Side Quoting Object Model *** Job Entity *** Base Data Entities ** Configuring the Side-by-Side Quoting Screen *** Posting Changes to the Server *** Disabling Post on Enter

*** Configuring Initial Behavior of the Side-by-Side Quoting Screen ** Copying Base Data for Side-by-Side Quoting *** High-Level View of Base Data Copy *** Gosu Methods for Base Data Copy ** Excluding Side-by-Side Data from Base Data *** Side-by-Side Data that Guidewire Excludes from Base Data Copy *** Side-by-Side Data on All Lines of Business Excluded from Base Data Copy *** Side-by-Side Data in Personal Auto Excluded from Base Data Copy *** Exclude Entities Reachable Through Two Paths *** Configuring Data Excluded from Base Data ===Business Auto Policy=== * Business Auto Policy Screens ** Qualification Screen for Business Auto Policy ** Policy Info Screen for Business Auto Policy ** Locations Screen for Business Auto Policy ** Vehicles Screen for Business Auto Policy *** Vehicle Details Tab *** Coverages Tab for Vehicles *** Additional Coverages Tab for Vehicles ** State Info Screen for Business Auto Policy *** Coverages Tab for States *** Additional Coverages Tab for States *** Exclusions & Conditions Tab for States *** State Rating Tab for States ** Drivers Screen for Business Auto Policy ** Covered Vehicles Screen for Business Auto Policy ** Modifiers Screen for Business Auto Policy ** Risk Analysis Screen for Business Auto Policy ** Policy Review Screen for Business Auto Policy ** Quote Screen for Business Auto Policy ** Forms Screen for Business Auto Policy ** Payment Screen for Business Auto Policy *** Premium Summary *** Billing *** Schedule *** Payments * Business Auto Object Model ** Business Auto Object Model Overview ** Coverages in Business Auto Policy ** Modifiers in Business Auto Policy ** Locations in Business Auto Policy ** Drivers in Business Auto Policy ** Jurisdictions in Business Auto Policy ===Businessowners Policy=== * Businessowners Policy Screens ** Offerings Screen for Businessowners Policy ** Qualification Screen for Businessowners Policy ** Policy Info Screen for Businessowners Policy ** Businessowners Line Screen *** Included Coverages *** Additional Coverages on Businessowners Line Screen ** Locations Screen for Businessowners Policy *** Additional Coverages *** Location Questions ** Buildings and Locations Screen for Businessowners Policy *** Building Details Tab *** Building Additional Coverages

** Modifiers Screen for Businessowners Policy ** Risk Analysis Screen for Businessowners Policy ** Policy Review Screen for Businessowners Policy ** Quote Screen for Businessowners Policy ** Forms Screen for Businessowners Policy ** Payment Screen for Businessowners Policy *** Premium Summary *** Billing *** Schedule *** Payments * Businessowners Object Model ** Businessowners Object Model Overview ** Coverages in the Businessowners Policy ** Modifiers in the Businessowners Policy ===Commercial Package Policy=== * Commercial Package Policy Screens ** Offerings Screen for Commercial Package Policy ** Qualification Screen for Commercial Package Policy ** Policy Info Screen for Commercial Package Policy ** Line Selection Screen for Commercial Package Policy ** Locations Screen for Commercial Package Policy ** Line of Business Screens for Commercial Package Policy ** Modifiers Screen for Commercial Package Policy ** Risk Analysis Screen for Commercial Package Policy ** Quote Screen for Commercial Package Policy *** The Policy Premium Tab ** Forms Screen for Commercial Package Policy ** Payment Screen for Commercial Package Policy *** Premium Summary *** Billing *** Schedule *** Payments * Commercial Package Policy Object Model * Commercial Package Policy Product Model ===Commercial Property=== * Working with Commercial Property ** Adding Locations and Buildings ** Removing Buildings ** Copying Coverages to Other Buildings * Commercial Property Screens ** Policy Info Screen for Commercial Property ** Buildings and Locations Screen for Commercial Property *** Building Screen ** Blankets Screen for Commercial Property *** Blanket Details Screen *** Configuring Blankets in the Product Model ** Modifiers Screen for Commercial Property ** Risk Analysis Screen for Commercial Property ** Policy Review Screen for Commercial Property ** Quote Screen for Commercial Property ** Forms Screen for Commercial Property ** Payment Screen for Commercial Property *** Premium Summary *** Billing *** Schedule *** Payments * Commercial Property Object Model ** The Line Entity in Commercial Property

** The Location Entity in Commercial Property ** The Building Entity in Commercial Property ** Coverage Entities in Commercial Property ** The Modifier Entity in Commercial Property ** Blanket Entities in Commercial Property * Configuring Commercial Property ** Configuring Copy Coverages for Commercial Property ===General Liability=== * General Liability Overview * General Liability Screens ** Qualification Screen for General Liability ** Policy Info Screen for General Liability ** Locations Screen for General Liability ** Coverages Screen for General Liability *** Standard Coverages *** Additional Coverages *** Exclusions and Conditions *** Additional Insureds ** Exposures Screen for General Liability *** Splitting or Ending an Exposure in a Policy Change Job ** Modifiers Screen for General Liability ** Risk Analysis Screen for General Liability ** Policy Review Screen for General Liability ** Quote Screen for General Liability ** Forms Screen for General Liability ** Payment Screen for General Liability *** Premium Summary *** Billing *** Schedule *** Payments * General Liability Object Model ** The Line Entity in General Liability ** The Coverage Entity in General Liability ** The Modifier Entity in General Liability ===Inland Marine=== * Inland Marine Overview * Inland Marine Screens ** Policy Info Screen for Inland Marine ** Coverage Part Selection Screen for Inland Marine ** Buildings and Locations Screen for Inland Marine ** Accounts Receivable Screen for Inland Marine ** Contractors Equipment Screen for Inland Marine *** The Coverages Tab *** The Underwriting Information Tab ** Signs Screen for Inland Marine ** Risk Analysis Screen for Inland Marine ** Policy Review Screen for Inland Marine ** Quote Screen for Inland Marine *** The Policy Premium Tab ** Forms Screen for Inland Marine ** Payment Screen for Inland Marine *** Premium Summary *** Billing *** Schedule *** Payments * Inland Marine Object Model * Inland Marine Product Model

===Personal Auto Policy=== * Personal Auto Overview ** Motor Vehicle Records in Personal Auto Overview *** MVR Implementation Overview *** Accidents and Violations * Working with Personal Auto ** Copying Coverages to Other Vehicles * Personal Auto Screens ** Policy Info Screen for Personal Auto ** Drivers Screen for Personal Auto *** Roles Tab *** Motor Vehicle Record Tab ** Vehicles Screen for Personal Auto ** PA Coverages Screen for Personal Auto *** Coverages Applied per Vehicle *** Additional Coverages Tab ** Risk Analysis Screen for Personal Auto ** Policy Review Screen for Personal Auto ** Quote Screen for Personal Auto ** Forms Screen for Personal Auto ** Payment Screen for Personal Auto *** Premium Summary *** Billing *** Schedule *** Payments * Personal Auto Object Models ** Personal Auto Object Model Overview ** The PersonalVehicle Entity ** The VehicleDriver Entity ** The PolicyDriver Entity ** The Driver Entity ** Coverages ** Modifiers ** Motor Vehicle Record Object Model *** Account Motor Vehicle Record Object Model *** Policy Motor Vehicle Record Object Model * Configuring Personal Auto ** Configuring Copy Coverages for Personal Auto ** Configuring Personal Auto Motor Vehicle Records *** System Table to set Parameters for Retrieving Personal Auto Motor Vehicle Re cords *** Workflow for Personal Auto Motor Vehicle Records *** Plugin for Personal Auto Motor Vehicle Records *** Underwriting Rules for Motor Vehicle Records ===Workers' Compensation Policy=== * Key Features of Workers' Compensation in PolicyCenter ** Policy Term ** Jurisdictions *** State IDs *** Class Codes *** Multiple Rating Periods *** Modifiers *** Forms *** Governing Law ** Workers' Compensation Options *** Inclusions and Exclusions *** Policy Plan Types *** Specialty Operations * Workers' Compensation Screens

** Qualification Screen for Workers' Compensation ** Policy Info Screen for Workers' Compensation ** Locations Screen for Workers' Compensation ** WC Coverages Screen for Workers' Compensation *** State Coverages Tab *** Policy Coverages and Exclusions Tab *** Class Code Search Screen ** Supplemental Screen for Workers' Compensation ** WC Options Screen *** Federal Liability *** Waivers of Subrogation *** Owners/Officers *** Individuals Included/Excluded *** Retrospective Rating Plan *** Participating Plan *** Employee Leasing *** Aircraft Seat Change *** Exclusions *** Manuscript Option ** Risk Analysis Screen for Workers' Compensation ** Policy Review Screen for Workers' Compensation ** Quote Screen for Workers' Compensation *** The Policy Premium Tab ** Forms Screen for Workers' Compensation ** Payment Screen for Workers' Compensation *** Premium Summary *** Billing *** Schedule *** Payments * Workers' Compensation Object Models ** Workers' Compensation Object Model Overview *** One-to-Many Relationships *** Foreign Keys ** Policy Contact ** Coverages ** Modifiers ** Employees ** Jurisdictions ** Retrospective Rating Plan ===Product Model Overview=== * Product Model Representation * Products Overview * PolicyLine Pattern Overview * Coverage Pattern Overview ** Understanding Categories ** Coverages, Exclusions, Conditions, and Coverables Overview *** Coverages *** Exclusions and Conditions ** Existence * CoverageTerm Pattern Overview * Availability Overview ** Determining the Reference Date ** Making a Pattern Available on a Job-by-Job Basis ** Grandfathering Overview ** Reloading Availability Overview * Understanding Offerings ** Filtering the Product Model ** Offering Question Sets ** Working with Offerings

===Quoting and Rating=== * Working with Quotes ** Working with the Quote Screen * Entities Associated with Costs and Transactions ** Cost Delegate *** Cost Adapter ** Transaction Delegate *** Transaction Adapter ** Policy Period Fields for Costs and Transactions ** Cost and Transaction Model for Business Auto Line ** Cost and Transaction Model for Businessowners Line *** Subtypes ** Cost and Transaction Model for Commercial Property Line *** CPCost *** CPBuildingCovCost *** CPStateTaxCost ** Cost and Transaction Model for General Liability Line *** Sublines on Costs *** Costs for Split Bodily Injury and Physical Damage Limits *** Cost Examples for General Liability ** Cost and Transaction Model for Inland Marine Line ** Cost and Transaction Model for Personal Auto Line *** Subtypes ** Cost and Transaction Model for Workers' Compensation Line * Calculating Transactions * Internal Tools for Rating: Financial Transactions Screen ===Rating Overrides=== * Rating Overrides Permissions * Underwriting Issues for Rating Overrides * Processing Overrides Across Policy Transactions * Rating Overrides in the User Interface ** Rating Overrides on the Quote Screen ** Rating Overrides Screen * Working With Rating Overrides * Adding Rating Overrides to a Line of Business ** Enabling the Override Rating Button ** Creating a Panel Set for Rating Overrides ** Updating the Rating Engine to Handle Overrides ===Policy Revisioning=== * What Is a Policy Revision? ** Basic Revisioning Structure of a Policy * Structure of Revisioning Across Effective Time ** Unbound Policy Revisions ** Multiple Revision Jobs and the Job Selected Branch Property ** Slice Mode and Window Mode Overview ** Slice Mode APIs ** Window Mode API Overview (Version List Overview) ** Convert to Slice Mode to Safely Access Foreign Key Properties ** Version List API Reference *** Advanced Version List Examples ** Working with Window Mode (Unsliced) Objects ** Comparing Window Mode Edits to Slice Edits * Out-of-Sequence Jobs ** Out-of-Sequence Job User Interface ** Back-dated Versus Out-of-Sequence Job ** Validation Issues and Out-of-Sequence Jobs * Preempted Jobs

** Preemption Reduction Configuration * Applying Changes to Future Renewals * Revisioning Rewrite Jobs * Summary of Revisioning Terminology * Revisioning Properties Reference ** Revisioning Properties on a Policy ** Revisioning Properties on a Policy Period ** Revisioning Properties on subobjects * Details of Merging and Applying Changes ** Applying Changes Details ** Merging Changes Details * Policy Differences Between Revisions ===Policy File=== * Overview of the Policy File ** Overview of Copying Data Between Policies *** Searching for Policies and Work Orders from Which to Copy Data *** Copy Data and Multi-version Work Orders *** Copy Data and Side-by-Side Work Orders *** Including Child Entities when Copying Data ** Overview of Split and Spin Policies * Policy File Screens, Menus, and Actions ** Info Bar ** Actions Menu ** Policy Contract ** Policy Tools Menu * Working with Policies ** Working with Copy Data ** Working with Split and Spin Policies * Configuring Policies ** Core Entities Associated with Policies ** Policy Object Model Overview *** The Policy Entity *** The Job Entity *** Other Entities Associated with Policies ** Policy Term and Policy Period Entity Relationship Diagram *** The Policy Term Entity *** The Policy Period Entity *** The Policy Line Entity *** The Workflow Entity *** The Job Entity * Configuring Copy Data for a Line of Business * Configuring Spin and Split Policies ** Spin and Split Policies Object Model ** Spin and Split Methods in Gosu Classes ===The Account File=== * Overview of Accounts ** Overview of Account Security ** Overview of Related Accounts ** Overview of Moving and Rewriting Policies Between Accounts ** Overview of Merging Accounts *** Access to Producer Codes Required for Merging Accounts * Account Screens ** The Summary Screen for Accounts ** The Contacts Screen for Accounts ** The Locations Screen for Accounts ** The Participants Screen for Accounts ** The Work Orders Screen for Accounts

** The Submission Manager Screen for Accounts ** The Underwriting Files Screen for Accounts ** The Related Account Screen for Accounts ** The Documents Screen for Accounts ** The Notes Screen for Accounts ** The Claims Screen for Accounts ** The Billing Screen for Accounts *** The Policy Terms Tab *** The Invoices Tab ** The History Screen for Accounts * Account Actions * Working with Accounts ** How to Search for an Account ** How to Create an Account ** How to Track Your Accounts ** How to Move a Policy From One Account to Another ** How to Rewrite Policies From One Account to Another ** How to Merge Accounts ** How to Add an Account Relationship ** How to Modify an Account Relationship ** How to Remove an Account Relationship ** How to Search for Accounts with a Shared Contact * Configuring Accounts ** Account Object Model ** Account Rule Sets ** Account Integration * Configuring Moving Policies Between Accounts ** Moving Policies Between Accounts Data Model ** Transferring Policies in the Account Plugin * Configuring Account Relationships ** Account Relationship Object Model ** Account Relationship Typelist ** Account Relationship Methods in the Account Plugin ** Account Relationship Rule Sets ** Account Relationship Methods in Gosu Classes *** Adding a Relationship *** Removing a Relationship *** Getting Relationships *** Configuring Shared Contact Search Criteria ===Locations=== * Location Overview ** Types of Location Information ** Geocoding Locations ** Synchronizing and Revisioning Location Information ** Changing Location Information *** Example ** Hiding Location Information on Accounts * Location Object Model ** Location Synchronization and Revisioning Examples *** Before Quoting *** At Quote *** After Quote *** Multiple Periods * Working with Account Locations ** Adding a New Location ** Editing a Location ** Making a Location Primary ** Making a Location Active or Inactive * Working with Policy Locations

** Viewing Locations on Bound Policies ** Editing Location Information on a Work Order ** Adding or Removing Locations at the Policy Level ** Location Numbering * Configuring Locations ** Adding a Revisioned Field ** Creating a New Account Location ** Creating a New Policy Location ** Configuring Geocoding *** Account Location *** Policy Location ===Activities=== * Activities Overview ** Activities Creation and Assignment ** Activity Ownership ** Activity Escalation ** Localizing Activity Patterns * Working with Activities ** Creating an Activity ** Assigning Activities ** Completing or Skipping Activities ** Selecting an Activity from a Queue * Activity Patterns ** Activity Pattern Components ** Creating and Editing Activity Patterns ** Using Gosu to Edit Patterns * Activity Object Model * Activity Batch Process ===PolicyCenter Contacts=== * Contact Overview ** Contacts and Roles ** Types of Contact Information ** Revisioning Contact Information ** Changing Contact and Contact Role Information ** Linking an Address Between Multiple Contacts * Working with Contacts ** Adding a Contact to an Account ** Editing a Contact ** Removing a Contact from an Account ** Changing the Active Status on a Contact from an Account ** Adding or Removing a Contact from a Policy ** Adding or Removing a Contact Role ** Working with Linked Addresses ** Working with a Contact Management System *** Adding a Contact From the Address Book * Contact Object Model ** Linked Addresses Object Model ** Contact Roles for Accounts and Policies ** Contact Synchronization and Revisioning Examples *** Before Quoting *** At Quote *** After Quote *** Multiple Periods * Configuring Contacts ** Data Model Patterns for Contact Roles ** Adding New Contact Roles ** Adding a Revisioned Field ** Configuring Linked Addresses

*** Linked Address API ** Gosu Classes *** Adapters and Enhancements for Revisioned Fields *** Contact Configuration Plugin *** Account Syncable Plugin ===Underwriting Authority=== * Overview of Underwriting Authority ** Specifying Values ** Checking Sets and Blocking Points ** Underwriting Referral Reasons on the Policy ** Automatic Approvals ** Automated Renewals ** Automated Policy Changes ** Approval Duration ** History of Underwriting Decisions * Working with Underwriting Issues ** UW Issues on the Risk Analysis Screen *** UW Issues Buttons *** View Issues Blocking *** Issue Groups *** Approval Buttons *** Symbols ** Risk Approval Details screen * Working with Underwriting Referral Reasons ===Configuring Underwriting Authority=== * Overview of Configuring Underwriting Authority ** Raising Underwriting Issues ** Issues Blocking Progress * Implementing Underwriting Authority ** Defining an Underwriting Issue ** Creating Underwriting Issues ** Adding a New Checking Set ** Adding a New Value Comparator ** Adding a New Value Formatter * Configuring Authority Grants ** Underwriting Authority Profile Object Model ** Displaying Authority Grants in the User Interface * Configuring Underwriting Issues ** Underwriting Issue Object Model ** Checking Sets and Evaluation Rules *** Evaluation Rules ** Removing Orphaned Issues ** Blocking Points ** Configuring Underwriting Referral Reasons ** Job Interactions with Underwriting Issues *** Submission *** Renewal *** Policy Change *** Rewrite *** Issuance *** Reinstatement *** Cancellation *** Audit ** Issue Keys *** Best Practices ** Configuring Underwriting Issue History *** UWIssueHistoryStatus Typelist ** Comparing Issue Values

* Underwriting Issue Type System Table ** Columns Related to Issues in the Underwriting Issue Type System Table *** Code *** Name *** Description *** Comparator *** Value Formatter *** Blocking Point *** Checking Set *** Auto-approvable ** Columns for Default Approval Values in the Underwriting Issue Type System Tab le *** Default Edit Before Bind *** Default Duration Type *** Default Approval Blocking Point *** Default Value Assignment Type *** Default Value Offset Amount ** Additional Information About The Underwriting Issue Type System Table *** Columns for Assignment Type and Value Offset Amount Default Values *** Underwriter Issue Type Verifier Class * Configuring Approvals ** Rejections ** Reopening ** Approvals for Auto-Approvable Issues ** Approval Expiration ** Special Approval Permission ** Passing Approval Requests to Underwriters *** Edit Locked Flag *** Quote Hidden Flag *** InitialReferrer User Role * Handling Underwriting Issues in Policy Revisions ** Handling Underwriting Issues in Out-of-Sequence Policy Changes ** Handling Underwriting Issues in Preempted Jobs ===Document Management=== * Document Security ** Hidden Documents * Working With Documents ** Viewing Account and Policy Documents ** Searching for Documents ** Adding a New Document ** Linking to an Existing Document ** Creating a New Document ** Editing a Document ** Removing a Document ** Using an Activity to Create a Document ** Creating a Document with a Rule or in a Workflow ** Relating a Document to a PolicyCenter Entity ** Creating a Document Template * Configuring Document Management * Document Management Integration ===Policy Forms=== * Forms Overview ===Reinsurance Management Basics=== * Reinsurance Management Overview *** Treaties *** Facultative Agreements

*** Programs ** Per Risk and Aggregate Coverage ** Proportional and Non-Proportional Reinsurance *** Proportional Treaties *** Proportional Facultative Agreements *** Non-Proportional Treaties *** Non-Proportional Facultative Agreements ** Ceding Premiums *** Ceded Premiums for Facultative Excess of Loss Agreement Above Proportional A greements ** Shared Reinsurance Agreements * Working with Reinsurance Management ** Searching for Agreements ** Validating an Agreement ** Making an Agreement Active * Reinsurance Management Screens ** The Treaty or Facultative Agreement Screen *** Fields on the Treaty or Facultative Agreement Screen *** Participants Tab *** The Applies To Tab ** The Reinsurance Program Screen *** The Treaties Tab *** The Applies To Tab ** The Search Agreements Screen ** The Search Programs Screen ** The Reinsurance Screen in the Policy File * Reinsurance Management Object Model ** Reinsurance Program Object Model ** Reinsurance Agreement Object Model *** Treaty Entities *** Facultative Agreement Entities *** Loss Date Attachable Entities *** Per Risk Entities ** Reinsurance Coverage Group Object Model ** Policy Period Reinsurance Object Model * Configuring Reinsurance Management ** Attaching Risks at Quote ** Reinsurance Management Permissions ** Configuring Reinsurance Coverage Groups in Studio ===Security: Roles, Permissions, and the Community Model=== * The Community Model Overview ** Producers in the Community Model * Security Overview ** Role-based Security *** Permissions *** Roles ** Data-based Security for Accounts and Policies *** Roles are Groups of Permissions *** Roles Have Types *** Producer Code Security and Policies *** Standard Roles in PolicyCenter *** Account-level Security ** Data-based Security for the Community Model ** System and Application Permissions ** Security Restrictions Using the Status Field * Producer of Record and Producer of Service ** Producers of Service Can Edit the Account ** Does the Producer Ever Change?

** Adding a Third Producer * Managing the PolicyCenter Community ** Understanding Internal and External Administration *** Creating External Users * Security Object Models ** Object Model for Producer Codes * Working with Roles and Permissions ** Viewing Permissions on Selected Role ** Creating and Removing a Permission ** Adding a Permission to a Role ** Adding or Removing a Role * Security and Configuration Scenarios Related to Producer Codes ** Producer Codes Assigned by Level ** Producer Codes Assigned by Line of Business ** Producer Codes Assigned by Level and Line of Business ** Producer Codes Roles Customized by User *** Two Possible Ways to Configure * Security Dictionary * Access Control for Documents and Notes ** Working with Access Control for Documents and Notes *** To Create Document and Note Security Types *** To Assign a Document or Note to a Security Type *** To Create Document Access Profiles and Note Access Profiles ===Authority Profiles=== * Overview of Authority Profiles * Working with Authority Profiles ** Viewing or Editing an Authority Profile ** Assigning an Authority Profile to a User ===Team Management=== * Team Management Overview ** Teams ** Reporting Categories * Running and Scheduling the User Batch Process for Team Statistics ** Manually Running the User Batch Process * Configuring the User Batch Process for Team Statistics ** Scheduling the User Batch Process ** Setting the Window for Team Statistics ** How PolicyCenter Calculates the Status of Reporting Categories ===Administering Policy Holds=== * Overview of Policy Holds ** Policy Holds for Natural Disasters ** Policy Holds for Regulatory Changes ** Specifying Policy Holds * Working with Policy Holds ** The Policy Holds Screen *** The Hold Details Tab *** The Hold Regions Tab *** Copying a Policy Hold * Policy Hold Object Model * Configuring Policy Holds ** Policy Hold Authority Grant ** Policy Hold Underwriting Types ** Policy Hold Rule Set ** Policy Hold Batch Process *** IPolicyHoldJobEvalPlugin * Importing and Exporting Policy Holds

===Holidays and Business Weeks=== * Specifying Holiday Dates ** Holiday Types * Working with Holidays, Weekends, and Business Weeks * Using Gosu Methods to Work with Holidays *** Gosu Holiday Methods that Use Zones and Types * Business Weeks ** Business Hours *** Gosu Methods for Business Hours * Holiday Permissions ===Administering Policy Forms=== * About Forms ** Form Basics * Working with Form Patterns ** Searching for a Form ** Adding a Form Pattern ** Importing and Exporting Policy Forms * The Form Pattern or New Policy Form Screen ** The Basics Tab ** The Products Tab ** The Jobs Tab ** The Jurisdictions Tab *** Availability Table *** Jurisdictional Replacement ** The Policy Change Tab *** Reissuing Forms During Policy Changes *** Do not Reissue *** Removal Endorsement ** The Inference Tab * Form Configuration ** Form Pattern Validation ** Configuring Generic Form Inference ** Configuring Custom Form Inference *** Custom Inference Class ** Adding a Custom Inference Class ===Billing System Integration=== * Billing System Integration Overview ** Organizations and Producer Codes Overview ** Account Overview *** Subaccounts for Billing *** Invoice Streams for Accounts ** Policy Overview *** Alternate Billing Accounts *** The Invoice Stream for a Policy ** Sending Charges and Other Information to Billing ** Contact Overview * Jobs that Create a New Policy Period * Jobs that Create Midterm Changes ** Cancellations in the Billing System Integration *** Cancellations that Start in PolicyCenter *** Cancellations that Start in the Billing System *** Cancellation of Not Taken Renewals ** Reinstatements in the Billing System Integration ** Renewals or Rewrites in the Billing System Integration *** Account Creation for Conversion on Renewal *** Copying Billing Fields to the new Period on Renewal or Rewrite *** Renewal Process Flows

** Final Audits in the Billing System Integration *** Reversing and Revising an Audit ** Premium Reporting in the Billing System Integration *** Deposits * Working with the Billing System Integration ** Working with the Payments Screen in the Billing System Integration *** Premium Summary *** Billing *** Schedule *** Payments ** Viewing the Policy Period in BillingCenter ** Working with Accounts from the Billing System *** The Policy Terms Tab *** The Invoices Tab ** Working with Policies in the Billing System Integration ===Claim System Integration=== * Claim System Integration Overview * Accessing Summary Loss Information from the Claim System ** Viewing Loss Claims for Policies when Integrated with a Claim System *** Policy Period Filtering *** Claim Details *** View Claim in Claim System ** Viewing Loss Claims from an Account * Loss Claims Notification at Renewal ** Approvals * Large Loss Notification * Permissions for Working with Claims ** Restricted Fields in Claims ===Contact Management System Integration=== * Sample Contact Management System Integration Flows ** Integration Using PolicyCenter as the Primary User Interface *** Creating a New Account *** Adding Contacts to an Account or Policy *** Updating Contacts ** Integration Using the Contact Management System as Primary Entry Point *** Accessing Accounts *** Work Orders in PolicyCenter * Searching for Contacts in a Contact Management System * Pushing New and Updated Contacts * Displaying the PolicyCenter Uses of a Contact in the Contact Management System * Merging Duplicate Contacts in PolicyCenter * Starting Work Orders * Deleting and Inactivating a Contact * Integrating with Multiple Contact Management Systems * Entry Points into PolicyCenter =PolicyCenter Integration Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents ** Related Specifications * Conventions In This Document ===Integration Overview===

* Overview of Integration Methods * PolicyCenter Integration Elements * Important Information about PolicyCenter Web Services ** Finding the Best Web Service Documentation for Your Needs * Preparing for Integration Development * Integration Documentation Overview ** API Reference Javadoc Documentation ** Gosu Generated Documentation ** Using Javadoc-formatted Documentation ** Data Dictionary Documentation * Regenerating Integration Libraries * What are the Required Files for Integration Programmers? ** Entity Access is Different Among Integration Points ** Required Generated Files for Each Integration Type ** Dependent JARs for Java SOAP Clients in Eclipse ** New Entity Syntax Depends on Context * Public IDs and Integration Code ** Creating Your Own Public IDs ===Web Services Introduction=== * What are Web Services? ** Publish or Consume Web Services from Gosu ** Web Service Types: WS-I versus RPCE ** Finding the Best Web Service Documentation for Your Needs * What Happens During a Web Service Call? * Reference of All Built-in Web Services ===Publishing Web Services (WS-I)=== * WS-I Web Service Publishing Overview ** Designing Your Web Services ** Differences Between Publishing RPCE and WS-I Web Services * Publishing WS-I Web Services ** Declaring the Namespace for a WS-I Web Service ** Specifying Minimum Run Level for a WS-I Web Service ** Specifying Required Permissions for a WS-I Web Service ** Adding Advanced Layers of Security to Your WS-I Web Service *** Example of WS-I Request Transforms *** Using WSS4J for Encryption, Signatures, and Other Security Headers ** Committing Data to the Database (Bundle Handling) ** Setting the Locale * Testing WS-I Web Services with 'wsi.local' ** Write Unit Tests Code for Your Web Service * Get WS-I WSDL from a Running Application *** WSDL and Schema Browser *** Example WSDL * Generate WSDL Locally On the Server * Calling a PolicyCenter WS-I Web Service from Java ** Calling Web Services using Java 1.6 and 'wsimport' *** Of course, typical web services require authentication. See the following to pics for adding code to authenticate the WS-I web service against the PolicyCent er server: *** Adding HTTP Basic Authentication *** Adding SOAP Header Authentication * WS-I Web Service Publishing Quick Reference ===Calling WS-I Web Services from Gosu=== * Consuming WS-I Web Service Overview ** Loading WS-I WSDL File Into Gosu ** How Does Gosu Process WSDL?

** Learning Gosu XML APIs ** What Gosu Creates from Your WSDL *** Special Behavior For Multiple Ports ** A Real Example: Weather * Adding WS-I Configuration Options ** HTTP Authentication ** Guidewire Authentication ** Suite Configuration File Overrides URLs to Other Guidewire Apps ** Setting a Timeout ** Custom SOAP Headers ** Server Override URL ** Setting Locale in a Guidewire Application ** Implementing Advanced Web Service Security with WSS4J * One-Way Methods * Asynchronous Methods * MTOM Attachments ===Calling RPCE Web Services from Gosu=== * Calling External RPCE Web Services ** Dynamic SOAP Authentication Handlers *** Dynamic Transaction Authentication *** Dynamic Guidewire Authentication *** Writing Your Own Handlers * Calling RPCE Web Service from Gosu: ICD-9 Example ===Publishing Web Services (RPCE)=== * RPCE Web Service Overview ** Differences Between Publishing RPCE and WS-I Web Services * Overview of RPC Encoded (RPCE) Web Services ** Which Objects and Properties Work With RPCE Web Services? ** Web Service Types Must Have Unique Names ** SOAP Entity Terminology Notes * Publishing a RPCE Web Service ** Optional Web Service Publishing Options *** Method-level Authentication Overrides *** Method-level Visibility Overrides ** Declaring Exceptions * Writing Web Services that Use Entities ** Querying for Entity Data in Your Web Service ** Committing Entity Data in Your Web Service * Testing Your RPCE Web Service ** Extended Web Service Testing * Calling Your Published RPCE Web Service from Java ** More Java Web Service API Client Examples ** Setting Timeout with Java API Locator * Calling Your RPCE Web Service from Microsoft .NET WSE 3.0 * Calling Your RPCE Web Service from Microsoft .NET WSE 2.0 * Calling Published RPCE Web Services From Other Languages ** Calling SOAP in Conversational Mode from Other Languages ** Calling SOAP in Non-conversational Mode from Other Languages ** How SOAP Headers Appear in the SOAP Envelope * Typecodes and Web Services in RPCE Web Services * Public IDs and RPCE Web Services ** Using Public IDs With API Functions ** As a SOAP Client, Refer to an Entity 'By Reference' with a Public ID ** Identification Exceptions, Particularly During Entity Add * Endpoint URLs and Generated WSDL in RPCE Web Services ** Dynamic WSDL and SOAP API Library WSDL ** Apache Axis Customization * Web Services Using PolicyCenter Clusters

** Optimizing for Load Balancing *** Conversational and Non-Conversational SOAP Modes *** Statefullness of Connection Using Cookies ** Built-in Web Services With Special Cluster Behaviors * SOAP Faults (Exceptions) in RPCE Web Services ** Web Service Client SOAP Exception Troubleshooting * Writing Command Line Tools to Call RPCE Web Services ** Example Command Line Tool for RPCE Web Services ===General Web Services=== * Mapping Typecodes to External System Codes * Importing Administrative Data * Maintenance Web Services ** Starting or Querying Batch Processes Using Web Services ** Manipulating Work Queues Using Web Services * System Tools Web Services ** Getting and Setting the Run Level ** Getting Server and Schema Versions * User and Group Web Services * Workflow Web Services *** Workflow Basics * Profiling Web Services ===Account and Policy Web Services=== * Account APIs *** Adding Documents to an Account *** Adding Notes to an Account *** Finding Accounts *** Assigning Activities *** Adding Contacts to an Account *** Adding Location to an Account *** Getting Account Numbers *** Checking for Active Policies *** Inserting Accounts *** Merging Accounts *** Transfer Policies *** Update Account Contacts * Job APIs * Policy Cancellation and Reinstatement APIs ** Begin Cancellation ** Rescind Cancellation ** Find A Cancellation ** Reinstatement APIs * Submission APIs *** Passing in External Policy Period Data for Submissions *** Start a Submission *** Start a Submission and Generate a Quote * Producer APIs * Product Model APIs * Policy APIs ** Adding a Referral Reason ** Closing a Referral Reason ** Add Activity from Pattern *** Add Activity and Auto-Assign *** Add Activity and Assign to User *** Add Activity and Assign to Queue * Policy Period APIs * Policy Change APIs * Policy Renewal APIs ** How the Policy Renewal APIs Work

** Considerations for Use of the Policy Renewal APIs ** Creating Policy Periods in Renewal Conversion Code ** Creating New Renewal Jobs in Conversion Code * Contact APIs * Address APIs ===Servlets=== * Using Servlets ===Plugin Overview=== * Overview of PolicyCenter Plugins ** Guidewire InsuranceSuite Plugin Implementations are Versioned ** Plugin Registration ** Included Plugin Implementations ** Configuring PolicyCenter for New Plugins ** Error Handling in Plugins ** Quick Server Restarting and Testing Tips For Plugin Developers * Summary of All PolicyCenter Plugins * Plugin Implementation Overview *** Step 1 : Implement the Plugin Interface *** Step 2 : Design or Update Plugin Templates (In Some Cases Only) *** Step 3 : Configure the Server for the New Plugin *** Step 4 : Deploy the Plugin and Libraries *** Step 5 : Rebuild the Application WAR File ** Using the Logging APIs * Deploying Gosu Plugins ** Writing a Gosu Plugin ** If Your Gosu Plugin Needs Other Java Classes and Library Files ** Running Gosu Plugins in Server Clusters * Deploying Java Plugins ** Initializing a Java Plugin ** Which Libraries to Compile Java Code Against ** Where To Put Your Java Class and Library Files for Java Plugins ** Parameterization of Types Stripped from Java External Entities ** Temporarily Disabling a Java Plugin ** Java Plugin Utilities ** Dependent JARs for Java Plugins in Eclipse * Getting Plugin Parameters from the Plugins Editor * Writing Plugin Templates in Gosu * The Plugin Registry * Plugin Thread Safety and Static Variables *** Gosu Static Variables and Gosu Thread Safety *** Using Java Concurrent Data Types, Even from Gosu *** Using Synchronized Methods (Java Only) *** Using Java Synchronized Blocks of Code (Java only) ** Avoid Singletons Due to Thread-Safety Issues ** Design Your Plugins to Support Server Clusters * Reading System Properties in Plugins * Startable Plugins ** Writing a Startable Plugin *** User Contexts for Startable Plugins *** Simple Startable Plugin Example ** Important Notes for Java and Startable Plugins *** If You Define Your Startable Plugin In Java *** Where to Put Java Files for Your Startable Plugin ** Persistence and Startable Plugins * Do Not Call Local SOAP APIs From Plugins * Creating Unique Numbers in a Sequence * Java Class Loading, Delegation, and Package Naming

** ** ** **

Java Class Loading Rules Loading Your Java Classes (Local Loading) Delegate Loading Java Class Repository Listing

===Account and Policy Plugins=== * Policy Number Generator Plugin * Account Plugin Details * Job Process Creation Plugin * Policy Term Plugin *** Calculating the Period End Date from a TermType *** Calculating a TermType from Period Start and End Dates * PolicyPeriod Plugin *** Specifying Types to Omit If Copying a Contractual Period *** Customizing Behavior After Setting Period Window *** Customizing Behavior After Creating Draft Branch In New Period *** Customizing Behavior Before Promoting a Branch *** Customizing Behavior After Handling a Preemption * Loss History Plugin * Location Plugin * Policy Plugin * Effective Time Plugin * Policy Payment Plugin * Underwriting Company Plugin * Policy Evaluation Plugin * Renewal Plugin * Notification Plugin * Reference Date Plugin * Audit Schedule Selector Plugin * Proration Plugin * Motor Vehicle Record Plugin * Populator Plugin *** When PolicyCenter Calls The Populator Plugin * Policy Hold Job Evaluation Plugin ===Authentication Integration=== * Overview of User Authentication Interfaces * User Authentication Source Creator Plugin *** Authentication Data in HTTP Attributes, Such as the PolicyCenter PCF Login P age *** Authentication Data in Parameters in the URL *** Authentication Data in HTTP Headers for HTTP Basic Authentication * User Authentication Service Plugin *** SOAP API Limitations *** SOAP API User Permissions and Special-Casing Users ** Example Authentication Service 'Authenticate' Method * Deploying User Authentication Plugins * Database Authentication Plugins *** Configuration for Database Authentication Plugins ===Document Management=== * Document Management Overview * Document Production ** Document Production Plugins ** Configuring Document Production and MIME Types *** Server-side PDF Licensing * Document Template Descriptors ** XML Format of Built-in IDocumentTemplateSerializer ** TemplateSource Reference Implementation *** Document Template Descriptor Optional Cache

** Built-in Document Production Plugins * Generating Documents from Gosu ** Cached Document UIDs * Document Storage ** Implementing a Document Content Source *** Implementing a Document Metadata Source ** Included Document Storage Plugins ** Remember to Store Public IDs in the External System ** Asynchronous Document Storage *** Configuring Asychronous Document Storage * Rendering Arbitrary Input Stream Data Such as PDF ===Geographic Data Integration=== * Geocoding Plugin Integration ** The Built-in MapPoint Geocode Plugin * Deploying a Geocode Plugin Overview * Writing a Geocoding Plugin ** Geocoding an Address ** Getting an Address from Coordinates (Reverse Geocoding) ** Getting Driving Directions ** Getting a Map For an Address ** Batch Geocoding Only Some Addresses ** * Geocoding Status Codes ===Other Plugin Interfaces=== * Defining Base URLs for Fully-Qualified Domain Names * Job Number Generator Plugin * Territory Code Plugin * Vehicle Identification Number Plugin * Testing Clock Plugin (Only For Non-Production Servers) ** Testing Clock Plugin in PolicyCenter Clusters * Work Item Priority Plugin * Preupdate Handler Plugin * Exception and Escalation Plugins ===Encryption Integration=== * Encryption Integration Overview ** Setting Encrypted Properties ** Querying Encrypted Properties ** Writing Your Encryption Plugin ** Installing Your Encryption Plugin ** Adding or Removing Encrypted Properties * Changing Your Encryption Algorithm Later ===Management Integration=== * Management Integration Overview * The Abstract Management Plugin Interface * Integrating With the Included JMX Management Plugin ===Messaging and Events=== * Messaging Overview ** Event and Messaging Flow ** Messaging Interaction With Workflow ** Messaging Database Transactions During Message Creation ** Important Notes About PolicyCenter Clusters ** Do Not Call SOAP APIs on the Same Server From Messaging Plugins * Message Destination Overview ** Handling Acknowledgements

*** No Message Ack, Error, or Skip Methods in Rule Sets ** Messaging Database Transactions During Sending ** Built-In Destinations * Filtering Events ** Validity and Rule-Based Event Filtering * List of Messaging Events in PolicyCenter ** Triggering Custom Events ** No Events from Import Tool * Generating New Messages in Event Fired Rules *** No Message Ack, Error, or Skip Methods in Rule Sets ** Saving Intermediate Values Across Rule Set Executions ** Creating a Payload with a Gosu Template ** Setting a Message's Root Object ** Creating XML Payloads Using Guidewire XML (GX ) Models ** Using Java Code to Generate Messages ** Saving Attributes of the Message ** Maximum Message Size * Message Ordering and Multi-Threaded Sending ** Message Ordering and Multi-Threading Details *** Thread-Safe Messaging Plugins *** How Sending Errors Affect Ordering * Late Binding Fields * Message Sending Errors * Reporting Acknowledgements and Errors *** Submitting Acks and Errors and Duplicates from Your Messaging Plugin *** Submitting Acks and Errors Directly from External Systems *** Reporting Errors and Retrying Messages from SOAP APIs * Tracking a Specific Entity With a Message * Implementing Messaging Plugins ** Implementing a Message Request Plugin ** Implementing a Message Transport Plugin ** Implementing a Message Reply Plugin *** Message Reply Plugin Initialization *** Message Reply Callbacks ** Error Handling in Messaging Plugins *** Submitting Errors *** Handling Duplicates *** Saving the Destination ID for Logging or Errors ** Handling Messaging Destination Suspend, Resume, Shutdown * Resyncing Messages *** Cloning New Messages From Pending Messages ** How Resync Affects Pre-Update and Validation * Message Payload Mapping Utility for Java Plugins * Monitoring Messages and Handling Errors ** Error Handling Concepts ** The Administration User Interface ** SOAP API Interfaces for Error Handling * Batch Mode Integration * Included Messaging Transports ** The Built-in Email Transport ** Messaging Transport Examples ** Enabling the Built-in Console Transport ===Rating Integration=== * The Rating Framework ** Overview of Cost Data Objects ** Where to Override the default Rating Engine? ** Common Questions About the default Rating Engine *** What are Rate-scalable and Basis-scalable Costs?

*** Can We Always Rate Only From the Current Slice Forward? *** Can We Rate Only If Something Important Changed? *** Can We Rate the Whole Policy for Each Slice, Rather Than One Line at a Time? *** Is Proration Always Linear? *** How Does Proration Handle Minor Differences in Term Length? ** Optional Asychronous Rating * Implementing Rating for a New Line of Business ** What Do Cost Data Objects Contain? ** Cost Core Properties ** Adding Line-specific Cost Properties and Methods ** Fixed ID Keys Link a Cost Data Object to Another Object ** Cost Data Object Methods and Constructors to Override *** Constructors for a Cost Data Subclass *** Key Values for Each Cost Data Subclass *** Copying Custom Properties from Cost Data Objects to Cost Entity Instances *** Get Versioned Costs That Match This Cost Data Object *** Specifying Whether to Merge a Cost as Basis Scalable ** Cost Data APIs That You Can Call ** Checklist for Relationship Changes in Cost Data Objects ** Writing Your Own Line-specific Rating Engine Subclass *** Checklist for Creating a New Policy Line Rating Engine *** Methods and Properties of the Abstract Rating Engine Class *** Decide Whether to Rate Only From Change Date Forward *** Creating New Cost Data Objects In Your Rating Engine *** Coding Your Actual Rating Algorithm *** Handling Premium Overrides *** Rating Premium Reports * Rating Line Example - Personal Auto ** A Close Look at PersonalAutoCovCostData * Rating Variations ** Workers' Compensation Rating ** Inland Marine Rating ** General Liability Rating ===Reinsurance Integration=== * Reinsurance Integration Overview * Reinsurance Objects ** Risk Objects ** Risk Version Lists ** Risk Version List Container ** Visualizing the Reinsurance Data Model ** How to Creating and Attaching Risks ** Auto-Select Applicable Reinsurance Programs and Agreements ** Manual Select Agreements ** Binding/Withdrawing a Risk Version List * Methods of the Reinsurance Plugin *** Attaching Risk *** Reattaching Risk *** Generating a Risk Number *** Returning an 'RIRisk' Associated with a Reinsurable Risk *** Return a Reinsurable Object Associated with a 'RIRisk' *** Attach Risk to a Facultative Agreement *** Detach Risk From Facultative *** Remove the Risk Associated with a Reinsurable Risk *** Bind Draft Reinsurance Version Lists Associated with a Branch. *** Withdraw Reinsurance Version Lists Associated with a Branch *** Find Application Program *** Is Contact Deletable? * Reinsurance Web Services

===Forms Integration=== * Forms Integration Overview * Forms Inferences Classes ** Creating Inference Data and XML ** Determining Whether to Add or Reprint a Form ** FormData Helper Functions ** Handling Multiple Instances of One Form ** Reference Dates on a Form * Forms Messaging ===Policy Difference Customization=== * Policy Difference Overview ** Customizing How to Display Difference Items to Users ** Difference Item Subclasses ** Difference Helper Classes ** Difference Utility Classes ** Compare Individual Objects with Matchers *** How the Delegate-based Matchers Work *** Customize Which Classes Perform Matching *** Delegate Matchers and Copiers *** Bean Matchers ** Important Files for Customizing Differences ** Filtering Difference Items (After Database Generation) * Difference Tree XML Configuration ** Editing the Difference Tree XML Files *** Difference Tree (Tree Root) Element *** Section Element *** Root Entity Element *** Entity Element *** Subsection Element *** Root Properties Element *** Properties Element *** Property Display Element *** Excluded Property Element * Customizing Differences for New Lines of Business * Customizing Personal Auto Line of Business * APIs for Calculating Differences ===Billing Integration=== * Billing Integration Overview * How Billing Data Flows Between Applications ** Notifying a Billing System of Policy Changes and Premiums ** Tracking Policies Term by Term ** Some PolicyCenter Properties Are Only for Billing Systems ** Asynchronous Communication ** Exit Points Between Applications ** Configuring Where to Send Contact Updates * Billing Producers and Producer Codes *** Producer Codes * Billing Accounts * Billing Instructions in BillingCenter *** Mapping PolicyCenter Financials to BillingCenter Charges * Billing Flow for New-Period Jobs ** Flow of Submission, Renewal, and Rewrite ** Policy Period Mapping ** Billing Methods and Payment Plans * Billing Flow for Existing-Period Jobs * Billing Implications of Midterm Changes *** Midterm Changes to a Policy

*** Midterm Changes to Billing Method or Payment Plan *** Holding Billing on Midterm Policy Transaction Charges *** Midterm Changes to Producer of Record or Producer of Service *** Moving a Policy to a New Account in Midterm * Billing Implications of Renewals or Rewrites ** Multiple Choices of Renewal Flow *** Renewal Offers Flows *** Confirmed Renewals Flow ** Account Creation for Conversion on Renewal ** Copying Billing Data to New Periods on Renewal or Rewrite * Billing Implications for Cancellations and Reinstatements ** Cancellations That Start in PolicyCenter ** Cancellations That Start in BillingCenter *** Delinquency Cancellation *** Not Taken Renewals Cancellation * Billing Implications of Audits *** Holding Periods Open for Audits *** Generating an Audit Report *** Sending Audit Premiums as Incremental *** Audit Reversals and Revisions * Billing Implications for Premium Reporting * Billing Implications of Delinquency for Failure to Report * Billing Implications of Deposits ** Deposits in Submission, Renewal, or Rewrite Jobs *** Applying Deposits to a Renewal Period ** Deposits in Policy Change and Reinstatement Jobs ** Deposits in Premium Reports ** Deposits in Cancellation ** Deposits in Final Audit * Implementing the Billing System Plugin ** Account Management ** Policy Period Management ** Get Period Information from Billing System ** Billing System Notifications of PolicyCenter Policy Actions ** Producer Management ** Agency Bill Plan Availability Retrieval ** Commission Plan Management ** Payment Plans and Installment Previews ** Updating Contacts * Implementing the Billing Summary Plugin *** Special Java Interfaces Used by the Billing Summary Plugin *** Getting Policies Billed to Accounts *** Retrieving Account Billing Summaries *** Retrieving Account Invoices *** Retrieving Billing Policy Periods *** Retrieving Policy Billing Summaries *** Updating Account Billing Payment Methods * Payment Integration *** Configuring PolicyCenter to use a Real Payment System * Use Integration-Specific Containers for Integration ===Claim and Policy Integration=== * Claim Search from PolicyCenter ** Integrating PolicyCenter 7.0.0 with ClaimCenter 6.0.0 * Policy System Notifications *** Claim to Policy System Notification Web Service API Details * Policy Search Web Service (For Claim System Integration) ** Policy Search SOAP API * Browser Exit Points to the Claim Application * Importing PolicyCenter Product Models into ClaimCenter

** Configuring the ClaimCenter Typelist Generator *** Input Files *** Input and Output Directories *** Generated Coverage Subtypes *** Linking PolicyCenter Coverages to the ClaimCenter General Damage Exposure Ty pe *** Preserving Third-Party Claim System Codes in Generated Typelists *** Merging PolicyCenter Localization with ClaimCenter Localization ** Running the ClaimCenter Typelist Generator ** Using Generated Typelists in ClaimCenter *** Copying Generated Files to ClaimCenter *** Using the Generation Report to Identify Added Coverages and LOB Codes *** Linking New Coverage Types to Exposure Types *** Adding References to New Codes in Gosu Classes and Other Configuration Files ** Typelist Localization ===Contact Integration=== * Integrating with a Contact Management System ** Contact Retrieval ** Contact Searching ** Adding Contacts in the External System ** Updating Contacts in the External System * Configuring How PolicyCenter Handles Contacts * Synchronizing Contacts with Accounts * Account Contact Plugin * Account Contact Role Plugin ===Zone Import=== * Introduction to Zone Import ** Staging Tables ** Zone Import ** Integrity Checks ** Load Error Tables ** Load History Tables ** Load Commands and Loadable Entities * Overview of a Typical Database Import * Database Import Performance and Statistics * Table Import Tools ** Other Import-Related Tools * Data Integrity Checks * Table Import Tips and Troubleshooting ===Logging=== * Logging Overview For Integration Developers ** Logging Elements ** Logging Types: Category-based and Class-based * The Logging Properties File *** Logging Categories for Integration * Logging APIs For Java Integration Developers ** Category-based Logging ** Setting Up a Logger Factory (SOAP Client Code) ** Category-based Logging ** Class-based Logging (Not Generally Recommended) ** Dynamically Changing Logging Levels ===Custom Batch Processes=== * Creating a Custom Batch Process ** Batch Process Implementation Using BatchProcessBase

*** Example Batch Process to Purge Workflows *** Example Batch Process to Enforce Urgent Activities ** Batch Process History * Custom Batch Processes and MaintenanceToolsAPI ===Data Extraction Integration=== * Why Templates are Useful for Data Extraction * PCF Template Page Data Extraction Overview * Data Extraction Gosu Template Integration ** Error Handling in Templates ** Getting Parameters from URLs ** Built in Templates ** Using Loops in Templates ** Structured Export Formats ** Handling Data Model Extensions in Gosu ** For More Template Information ** Gosu Template APIs Common for Integration ===Proxy Servers=== * Proxy Server Overview ** Resources for Understanding and Implementing SSL ** Web Services and Proxy Servers * Configuring a Proxy Server with Apache HTTP Server ** Apache Basic Installation Checklist * Certificates, Private Keys, and Passphrase Scripts * Proxy Server Integration Types for PolicyCenter *** SSL Encryption for Users * Proxy Building Blocks ** Downstream Proxy With No Encryption ** Downstream Proxy With Encryption ** Upstream (Reverse) Proxy with Encryption for Service Connections ** Upstream (Reverse) Proxy with Encryption for User Connections =PolicyCenter Rules Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Rules: A Background=== * Introduction to Business Rules ** Rule Hierarchy ** Rule Execution ** Rule Management ** Sample Rules * Important Terminology * Overview of PolicyCenter Rule Sets ===Rules Overview=== * Rule Design Template * Rule Structure ** Rule Syntax ** Rule Members ** Defining Your Conditions ** Defining Your Actions

* Exiting a Rule * Gosu Annotations and PolicyCenter Business Rules * Invoking a Gosu Rule from Gosu Code ===Using the Rules Editor=== * Working with Rules ** Renaming or Deleting a Rule ** Using Find-and-Replace * Changing the Root Entity of a Rule ** Why Change a Root Entity? * Validating Rules and Gosu Code * Making a Rule Active or Inactive ===Writing Rules: Best Practices=== * Rule and Rule Set Naming Conventions ** Rule Set Naming Conventions ** Rule Naming Conventions * Adding Comments to Rules *** Block Comments *** Single-Line Comments *** Trailing Comments *** End-Of-Line Comments * Generating Rule Debugging Information ** Printing Debugging Information ** Logging Debugging Information ** Using Custom Logging Methods ** Adding Comments ** Adding Validation Warning and Errors * Handling Errors ===Writing Rules: Examples=== * Accessing Fields on Subtypes * Looking for One or More Items Meeting Conditions * Taking Actions on More Than One Subitem * Checking Permissions ===Rule Set Categories=== * Rule Set Summaries * Assignment ** The Assignment Engine *** Global Assignment Rules *** Default Assignment Rules * Audit ** Reporting Trend Analysis * Evaluation ** Identifying Potential Issues ** Segmentation *** The Segmentation Rules *** PolicyPeriodBaseEnhancement * Event Message *** Detecting Object Changes ** Event Fired * Exception ** Activity Escalation Rules ** Group Exception Rules ** Policy Exception Rules *** Validation *** PolicyPeriod Entities *** PolicyPeriod and the Data Model *** Scheduling

*** Exception Handling *** Performance Issues *** Logging and Debugging ** User Exception Rules * Preupdate (Deprecated) * Renewal ** Renewal AutoUpdate * Validation ** Validation in the User Interface *** Validation Rules and Entity Types *** Error Text Strings ** Validatable Entities ** Validation Levels ** Adding New Validation Levels ** Triggering Validation ** The validate Method ** Account Validation Rules ===PolicyCenter Rule Execution === * Generating a Rule Repository Report * Generating a Rule Execution Report ** Interpreting a Rule Execution Report ===Assignment in PolicyCenter=== * Understanding Assignment * Primary and Secondary Assignment ** Primary (User-based) Assignment ** Secondary (Role-based) Assignment ** Assignment within the Assignment Rules * Role Assignment *** Submission Jobs *** Non-Submission Jobs *** Account *** Policy/Pre-Renewal Direction *** Activity Assignment * Gosu Support for Assignment Entities * Assignment Success or Failure * Assignment Events * Assignment Method Reference ** Queue Assignment ** Immediate Assignment ** Condition-Based Assignment ** Round-Robin Assignment ** Dynamic Assignment *** Interface Methods and Assignment Flow *** Implementing the Interface Methods *** Sample DynamicUserAssignmentStrategy Implementation ** Location-Based Assignment * Using Assignment Methods in Assignment Pop-ups ===Performing Class-Based Validation=== * What is Class-Based Validation? * Class-Based Validation: An Overview * Field-Level Validation: A Review * Validation Levels: A Review * Class-Based Validation Configuration ** PCValidation ** PCValidationBase ** PCValidationContext

** PCValidationResult * Base Configuration Validation Classes * Validation Chaining ** PolicyPeriodValidation: validate Method ** PolicyPeriodValidation Validation Checks ** Invariant Validation Checks ** Static Validation Checks * Invoking Class-Based Validation ** Example: Invoking Validation in a Job Wizard Step *** Tracing the Validation Path ===Performing Rule-Based Validation=== * What is Rule-Based Validation? * Rule-Based Validation: An Overview * The Validation Graph ** Traversing the Validation Graph ** Top-level Entities that Trigger Full Validation ** ValidationTrigger Example ** Overriding Validation Triggers * Validation Performance Issues ** Administration Objects ** Query Path Length ** Links Between Top-level Objects ** Graph Direction Consistency ** Illegal Links and Arrays * Debugging the Validation Graph ===Sending Emails=== * Guidewire PolicyCenter and Email * The Email Object Model * Email Utility Methods * Email Transmission * Understanding Email Templates * Creating an Email Template * Localizing an Email Template * The IEmailTemplateSource Plugin ** Class LocalEmailTemplateSource * Configuring PolicyCenter to Send Emails ** Class EmailMessageTransport ** Class JavaxEmailMessageTransport ** Working with Email Attachments * Sending Emails from Gosu * Saving an Email Message as a Document ===Document Creation=== * Synchronous and Asynchronous Document Production * Integrating Document Functionality with PolicyCenter * The IDocumentTemplateDescriptor Interface * The IDocumentTemplateDescriptor API ** Template Metadata ** Document Metadata ** Context Objects ** Form Fields ** Document Locale * The Document Production Class ** How to Determine the Supported Document Creation Type ** Asynchronous Document Creation Methods ** Synchronous Document Creation Methods * Document Templates * Document Creation Examples

** createAndStoreDocumentSynchronously - Example 1 ** createAndStoreDocumentSynchronously - Example 2 * Troubleshooting ** IDocumentContentSource.addDocument Called with Null InputStream ** IDocumentMetadataSource.saveDocument Called Twice ** UnsupportedOperationException Exception ** Document Template Descriptor Upgrade Errors ** "Automation server cannot create object" Error ** "IDocumentProduction implementation must return document..." Error ** Large Size Microsoft Word Documents =PolicyCenter Configuration Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Overview of PolicyCenter Configuration=== * What You Can Configure * How You Configure PolicyCenter * Types of Application Environments ** The Development Environment ** The Production Environment * Deploying Configuration Files ** Deploying Changes in a Development Environment ** Deploying Changes to the Production Server * Regenerating the Data Dictionary and Security Dictionary * Managing Configuration Changes * Configuration Topics in This and Other Documents ===Application Configuration Parameters=== * Working with Configuration Parameters ** Accessing Configuration Parameters in Gosu ** Configuration Parameter Attributes ** Adding Custom MIME Types * Assignment Parameters ** AssignmentQueuesEnabled * Batch Process Parameters ** BatchProcessHistoryPurgeDaysOld ** BatchServer * Business Calendar Parameters ** BusinessDayDemarcation ** BusinessDayEnd ** BusinessDayStart ** BusinessWeekEnd ** HolidayList (Obsolete) ** IsFridayBusinessDay ** IsMondayBusinessDay ** IsSaturdayBusinessDay ** IsSundayBusinessDay ** IsThursdayBusinessDay ** IsTuesdayBusinessDay ** IsWednesdayBusinessDay * Cache Parameters ** CacheActive

** DefaultEvictTimeMinutes ** DefaultStaleTimeSeconds ** ExchangeRatesCacheRefreshIntervalSecs ** GlobalCacheActiveTimeMinutes ** GlobalCacheReapingTimeMinutes ** GlobalCacheSizeMegabytes ** GlobalCacheSizePercent ** GlobalCacheStaleTimeMinutes ** GlobalCacheStatsRetentionPeriodDays *** Default: 7Minimum: 2Maximum: 365Set for Environment: Yes ** GlobalCacheStatsWindowMinutes *** Default: 30Minimum: 2Maximum: 120Set for Environment: Yes ** GroupCacheRefreshIntervalSecs ** ScriptParametersRefreshIntervalSecs ** TreeViewRefresh ** ZoneCacheRefreshIntervalSecs * Clustering Parameters ** ClusteringEnabled ** ClusterMulticastAddress ** ClusterMulticastPort ** ClusterMulticastTTL ** ClusterProtocolStackOption1 ** ClusterProtocolStackOption2 ** ClusterProtocolStack ** ConfigVerificationEnabled * Document Creation and Document Management Parameters ** AllowActiveX ** DisplayDocumentEditUploadButtons ** DocumentContentDispositionMode ** DocumentTemplateDescriptorXSDLocation ** MaximumFileUploadSize ** UseGuidewireActiveXControlToDisplayDocuments * Environment Parameters ** AddressVerificationFailureAsError ** BucketSizeForHistogramsOnAllIndexedColumns ** CollectHistogramsOnAllIndexedColumns ** CurrentEncryptionPlugin ** DefaultApplicationLocale ** DefaultCountryCode ** DeprecatedEventGeneration ** DiscardQueryPlansDuringStatsUpdateBatch ** EnableAddressVerification ** EnableInternalDebugTools ** KeyGeneratorRangeSize ** MemoryUsageMonitorIntervalMins ** PublicIDPrefix ** ResourcesMutable ** RetainDebugInfo ** StrictDataTypes ** TwoDigitYearThreshold ** UnreachableCodeDetection ** UnrestrictedUserName ** UseOldStylePreUpdate ** WarnOnInplicitCoercion ** WebResourcesDir * Financial Parameters ** DefaultApplicationCurrency ** MultiCurrencyDisplayMode * Geocoding-related Parameters ** ProximitySearchOrdinalMaxDistance

** UseGeocodingInAddressBook ** UseGeocodingInPrimaryApp ** UseMetricDistancesByDefault * Integration Parameters ** BillingSystemURL ** ClaimSystemURL ** InstantaneousContactAutoSync ** LockPrimaryEntityDuringMessageHandling *** Default: true * Job Expiration Parameters ** JobExpirationCheckAudit ** JobExpirationCheckCancellation ** JobExpireCheckIssuance ** JobExpireCheckPolicyChange ** JobExpireCheckReinstatement ** JobExpireCheckRenewal ** JobExpireCheckRewrite ** JobExpireCheckSubmission ** JobExpireCheckTestJob ** JobExpirationCreateDateThreshold ** JobExpirationEffDateThreshold ** Default: 7 * Lookup Table Parameters ** AvailabilityContextCacheSize * Miscellaneous Job-Related Parameters ** AllowedDaysBeforeOrAfterPolicyStartDate ** BoundPolicyThresholdDays ** ClosedPolicyThresholdDays ** MaximumPolicyCreationYearDelta ** MaxRecentAccounts ** MaxRecentPoliciesAndJobs ** MaxSubmissionsToCreate ** MinimumPolicyCreationYear ** OpenPolicyThresholdDays ** PatternCacheMaxDuration ** PolicyChangeMaxQuotes ** RenewalMaxQuotes ** RenewalProcessLeadTime ** SubmissionMaxQuotes * Miscellaneous Parameters ** DefaultDiffDateFormat ** InitialSampleDataSet ** LegacyExternalEntityArraySupport ** ListViewPageSizeDefault ** ProfilerDataPurgeDaysOld ** StyleReportURL * PDF Print Settings Parameters ** DefaultContentDispositionMode ** PrintFontFamilyName ** PrintFontSize ** PrintFOPUserConfigFile ** PrintHeaderFontSize ** PrintLineHeight ** PrintListViewBlockSize ** PrintListViewFontSize ** PrintMarginBottom ** PrintMarginLeft ** PrintMarginRight ** PrintMarginTop ** PrintMaxPDFInputFileSize

** PrintPageHeight ** PrintPageWidth * Product Model ** ExternalProductModelDirectory * Scheduler and Workflow Parameters ** SchedulerEnabled ** WorkflowLogPurgeDaysOld ** WorkflowPurgeDaysOld ** WorkflowStatsIntervalMins * Search Parameters ** ContactSearchMaxResult ** DisableIndexFastFullScanForPolicySearch ** DisableSortMergeJoinForPolicySearch ** PolicySearchMaxResult * Security Parameters ** EnableDownlinePermissions ** FailedAttemptsBeforeLockout ** LockoutPeriod ** LoginRetryDelay ** MaxPasswordLength ** MinPasswordLength ** RestrictContactPotentialMatchToPermittedItems ** RestrictSearchesToPermittedItems ** ShouldSynchUserRolesInLDAP * Side-by-Side Quoting Parameters ** RenewalMaxSideBySideQuotes ** SubmissionMaxSideBySideQuotes ** PolicyChangeMaxSideBySideQuotes * Spellcheck Parameters ** CheckSpellingOnChange ** CheckSpellingOnDemand * Statistics Window Size Parameters ** PolicyChangesStatisticsWindowSize ** RenewalsStatisticsWindowSize ** SubmissionsStatisticsWindowSize * User Interface Parameters ** ActionsShortcut ** AutoCompleteLimit ** InputHelpTextOnFocus ** InputHelpTextOnMouseOver ** InputMaskPlaceholderCharacter ** ListViewPageSizeDefault ** MaxBrowserHistoryItems (Obsolete) ** QuickJumpShortcut ** SearchActivityThresholdDays ** TeamScreenTabVisibilityRowCountCutoff ** UISkin ** WizardNextShortcut ** WizardPrevShortcut ** WizardPrevNextButtonsVisible * Work Queue Parameters ** InstrumentedWorkerInfoPurgeDaysOld ** WorkItemCreationBatchSize ** WorkItemRetryLimit ** WorkQueueHistoryMaxDownload ===Working with Guidewire Studio=== * What Is Guidewire Studio? * Starting Guidewire Studio

** Restarting Studio * The Studio Development Environment * Working with the QuickStart Development Server ** Connecting the Development Server to a Database ** Deploying Your Configuration Changes * PolicyCenter Configuration Files ** How PolicyCenter Interprets Modules ** Key Directories ** Studio File Structure ** Recovering from Incorrect Data Model Changes * PolicyCenter Resources Tree * Configuring Diagnostic Logging in Studio * Configuring Guidewire Studio * Setting Version Control Options ** Configuring Version Control *** CVS Module *** File Filter Adapter Module *** File System Module *** Perforce Module *** Subversion ** Setting Options on the Version Control General Settings Tab *** Files Creation/Deletion *** Read-only Files *** File Refresh * Setting Font Display Options * Setting Code Completion Options * Setting Remote Server Options ** Restarting the Application Server * Setting External Editor Options ** Associating an External Editor to a File Type ** Working with an External XML Tool ** Configuring the External Difference Tool * Setting Product Model Options * Setting the Studio Locale ===PolicyCenter Studio and Gosu=== * Gosu Building Blocks * Gosu Case Sensitivity * Working with Gosu in PolicyCenter Studio * Gosu Packages * Gosu Classes ** PolicyCenter Base Configuration Classes *** The gw Package *** The gw.api.* Package *** The gw.plugin Package ** Class Visibility in Studio * Gosu Enhancements * The Guidewire XML Model * Script Parameters ** Working with Script Parameters ** Referencing a Script Parameter in Gosu ===Getting Started=== * Using the Studio Interface ** Using the Studio Menus ** Using the Toolbar Icons ** Using the Right-Click Menu ** Managing Windows and Views *** The Window Menu * Working with Studio Resources

*** Resource File Name Colors *** Resource File Tooltips ** Validating Studio Resources ===Working in Guidewire Studio=== * Entering Valid Code ** The Code Menu ** Using Dot Completion *** Dot Completion Icons *** Gosu and Java Package Name Completion ** Using SmartHelp * Accessing Reference Information ** Accessing the Gosu API Reference ** Accessing the PCF Reference Guide ** Accessing the Gosu Reference Guide * Using Studio Keyboard Shortcuts ** Gosu Editor *** Intelligent Coding Commands *** Code Navigation Commands *** Refactoring Commands *** Code Editing Commands *** Find Commands *** Debugging Commands *** Help Commands *** Testing Commands *** General Commands ** Gosu Tester *** Gosu Tester Commands ** PCF Editor *** PCF Editing Commands * Viewing Keyboard Shortcuts in PolicyCenter * Using Text Editing Commands * Navigating Tables * Refactoring Gosu Code ** Renaming a Gosu Resource ** Moving a Gosu Resource * Saving Your Work ===Using the Studio Editors=== * Editing in Guidewire Studio * Working in the Gosu Editor * Using the Product Model Editor ===Using the Plugins Editor=== * What Are Plugins? ** Plugin Classes ** Startable Plugins * Working with Plugins *** Setting the Plugin Environment *** Adding a New Plugin *** Enabling and Disabling a Plugin ** Customizing Plugin Functionality * Working with Plugin Versions ===Working with Web Services=== * Web Services and Guidewire Studio? * Using the Web Services Editor *** Adding a New Configuration Environment *** Using Web Services with Windows Authentication

* Working with the MapPoint Web Service ===Implementing QuickJump Commands=== * What Is QuickJump? * Adding a QuickJump Navigation Command ** Implementing QuickJumpCommandRef Commands ** Implementing StaticNavigationCommandRef Commands ** Implementing ContextualNavigationCommandRef Commands * Checking Permissions on QuickJump Navigation Commands ===Using the Entity Names Editor=== * The Entity Names Editor * The Variable Table ** The Entity Path Column ** The Use Entity Names? Column *** Evaluating Null Values ** The Sort Columns * The Gosu Text Editor * Including Data from Subentities * Entity Name Types ===Using the Messaging Editor=== * The Messaging Editor ** Adding a Message Environment ** Adding a Message Destination ** Associating Event Names with a Message Destination * Working with Email Attachments ===Using the Rules Editor=== * Working with Rules ** Renaming or Deleting a Rule ** Using Find-and-Replace * Changing the Root Entity of a Rule ** Why Change a Root Entity? * Validating Rules and Gosu Code * Making a Rule Active or Inactive ===Using the Display Keys Editor=== * The Display Keys Editor * Creating Display Keys in a Gosu Editor * Retrieving the Value of a Display Key ===Understanding the Data Model=== * What Is the Data Model? ** The Data Model in Guidewire Application Architecture ** The Base Data Model * Navigating the Data Model with the Data Dictionary ** What is the Data Dictionary? ** What Can You View in the Data Dictionary? * Using the Data Dictionary ** Object Attributes ** Viewing Subtypes ** Data Column and Field Types ** Virtual Properties on Data Entities *** Examples * Consulting the Data Dictionary ===The PolicyCenter Data Model=== * Overview of Data Entities

** Data Object Files *** The Metadata Directory *** The Extensions Directory ** Working with Data Object Files ** PolicyCenter Data Objects *** Editing XML Data Object Files ** Data Objects and the Application Database * Base PolicyCenter Data Objects ** Component Data Objects *** Example Implementation ** Delegate Data Objects *** Guidewire Recommendations ** Delete Entity Data Objects ** Entity Data Objects ** Extension Data Objects ** Nonpersistent Entity Data Objects *** Guidewire Recommendations ** Subtype Data Objects ** View Entity Data Objects ** View Entity Extension Data Objects * Data Object Subelements ** <array> ** <column> *** The <columnParam> Subelement *** The <localization> Subelement ** <componentref> ** <edgeForeignKey> ** <events> ** <foreignkey> ** <fulldescription> ** <implementsEntity> ** <implementsInterface> ** <index> ** <onetoone> ** <remove-index> ** <typekey> ===Working with Associative Arrays=== * Overview of Associative Arrays ** Associative Array Types ** Issues with Setting Array Member Values * Subtype Mapping Associative Arrays ** Working with Array Values Using Subtype Mapping * Typelist Mapping Associative Arrays ** Working with Array Values Using Typelist Mapping ===Modifying the Base Data Model=== * Planning Changes to the Base Data Model ** Overview of Data Model Extension ** Strategies for Extending the Base Data Model *** Adding Fields to an Entity *** Subtyping a Non-Final Entity *** Creating a New Entity ** What Happens If You Change the Data Model? ** Naming Guidelines for Extensions *** Use Allowable Characters Only *** Add a Prefix or Suffix to Avoid Name Conflicts *** Use the Singular Except for Arrays * Defining a New Data Entity * Extending a Base Configuration Entity

* Working with Attribute Overrides *** Overriding Data Type Attributes *** A triggersValidation Example * Extending the Base Data Model: Examples ** Creating a New Delegate Object *** Step 1: Create the Delegate Object *** Step 2: Define the Delegate Functionality *** Step 3: Add the Delegate to the Parent Entity *** Step 4: Deploy your Data Model Changes ** Extending a Delegate Object *** Modifier Delegate Example ** Defining a Subtype ** Defining a Reference Entity ** Defining an Entity Array ** Implementing a Many-to-Many Relationship Between Entity Types ** Extending an Existing View Entity * Removing Objects from the Base Configuration Data Model ** Removing a Base Extension Entity ** Removing an Extension to a Base Object ** Implications of Modifying the Data Model *** Does Removing an Extension Make Sense? *** Writing SQL for Extension Removal *** Strategies for Handling Extension Removal *** Troubleshooting Modifications to the Data Model * Deploying Data Model Changes to the Application Server ===Example: Creating Assignable Entities=== * Creating an Assignable Extension Entity ** Step 1: Create Extension Entity UserAssignableEntityExt ** Step 2: Create Assignment Class NewAssignableMethodsImpl ** Step 3: Test Assign Your Extension Entity * Making Your Extension Entity Eligible for Round-Robin Assignment ** Step 1: Extend the Assignment State Entities ** Step 2: Subclass Class AssignmentType ** Step 3: Create UserAssignableEntityExtEnhancement ** Step 4: Test Round Robin Assignment * Creating an Assignable Extension Entity that Uses Foreign Keys ** Step 1: Create Extension Entity TestClaimAssignable ** Step 2: Add Foreign Keys to Assignable Entities ** Step 3: Create New Assignment Type for New Extension Entity ** Step 4: Create Enhancement TestClaimAssignableEnhancement ** Step 5: Create Test Class TestClaimAssignableMethodsImpl ** Step 6: Add Corresponding Permission for the Extension Entity ** Step 7: Test Assignment of the Assignable Entity ===Data Types=== * Overview of Data Types ** Working with Data Types ** Using Data Types *** Guidewire-Reserved Data Types *** Database Data Types *** Data Types and Database Vendors ** Defining a Data Type for a Property * The datatypes.xml File ** <...DataType> ** Deploying Changes to datatypes.xml * Customizing Base Configuration Data Types ** List of Customizable Data Types * Working with Money and Currency Data Types ** Money Data Types

** Currency Amount Data Types ** Setting the Currency Display * Working with the Medium Text Data Type (Oracle) * The Data Type API ** Retrieving the Data Type for a Property ** Retrieving a Particular Data Type in Gosu ** Retrieving a Data Type Reflectively ** Using the IDataType Methods * Defining a New Data Type: Required Steps * Defining a New Tax Identification Number Data Type ** Step 1: Register the Data Type ** Step 2: Implement the IDataTypeDef Interface ** Step 3: Implement the Data Type Aspect Handlers ===Field Validation=== * Field Validators * Field Validator Definitions ** <FieldValidators> ** <ValidatorDef> *** Name *** Value *** Description *** Input-Mask *** Format *** Placeholder-Char *** Floor, Ceiling * Modifying Field Validators ** Using <column-override> to Modify Field Validation * Field Validation and Localization ===Working with Typelists=== * What is a Typelist? * Terms Related to Typelists * Typelists and Typecodes * Typelist Definition Files * Different Kinds of Typelists ** Internal Typelists ** Extendable Typelists ** Custom Typelists * Working with Typelists in Studio ** The Typelists Editor *** The Studio Typelists Editor Interface *** The Studio Typelists Editor Tabs ** Entering Typecodes * Typekey Fields *** Step 1: Define the Typelist in Studio *** Step 2: Add Typekeys to the Entity Definition File *** Step 3: Reference the Typelist in the PCF File *** Step 4: Update the Product Model * Typelist Filters * Static Filters ** Creating a Static Filter Using Categories ** Creating a Static Filter Using Includes ** Creating a Static Filter Using Excludes * Dynamic Filters ** Creating a Dynamic Filter *** Step 1: Set the Category Filter on Each Typecode *** Step 2: Declare the Category Filter on an Entity *** Step 3: Set the PolicyCenter Field Value in the PCF File *** Step 4: Update the Product Model

* Mapping Typecodes to External System Codes ===Using the PCF Editor=== * The Page Configuration (PCF) Editor * The PCF Canvas * Creating a New PCF File * The Page Config Menu * The Toolbox Tab * The Structure Tab * The Translations Tab * The Properties Tab ** Child Lists * PCF Elements ** PCF Elements and the Properties Tab * Working with Elements ** Adding an Element on the Canvas ** Moving an Element on the Canvas ** Changing the Type of an Element ** Adding a Comment to an Element ** Finding an Element on the Canvas ** Viewing the Source of an Element ** Duplicating an Element ** Deleting an Element ** Copying an Element ** Cutting an Element ** Pasting an Element ** Linking Widgets ===Introduction to Page Configuration=== * Page Configuration Files * Page Configuration Elements ** Using Studio to Edit PCF Files *** How Studio Interprets Modules *** Edited Resource Files Reside Only in Configuration Module ** What is a PCF Element? ** Types of PCF Elements *** Locations *** Widgets ** Identifying PCF Elements in the User Interface *** Location Info *** Widget Inspector * Getting Started Configuring Pages ** Finding an Existing Element To Edit *** Browse the PCF Hierarchy *** Find an Element By ID ** Creating a New Standalone PCF Element ===Data Panels=== * Panel Overview * Detail View Panel ** Define a Detail View ** Add Columns to a Detail View ** Format a Detail View *** Label *** Input Divider * List View Panel ** Define a List View *** Standalone *** Inline

** Iterate a List View Over a Data Set ** Choose the Data Source for a List View ===Location Groups=== * Location Group Overview * Define a Location Group * Location Groups as Navigation ** Location Groups as Tab Menus ** Location Groups as Menu Links ** Location Groups as Screen Tabs ===Navigation=== * Navigation Overview * Tab Bars ** Configure the Default Tab Bar ** Specify Which Tab Bar to Display ** Define a Tab Bar ** Define a Tab Bar Link ** Define the Logout Link * Tabs ** Define a Tab ** Define a Drop-down Menu on a Tab *** Define a Tab Menu From a Location Group *** Define a Tab Menu Explicitly ===PCF Verification Warnings=== * Removing PCF Verification Warnings * Iterator Widget Issues * Warnings about Row Iterators ** Warnings about Upgrading an Iterator ** Errors involving Missing Iterator Flags ** Warnings on Checked Values * Warning about Multiple Lines of Code ===Configuring Spell Check=== * Using the Spell Checking Feature ** Understanding How Spell Checking Works * How to Configure Spell Check ** Step 1: Implement a Spell Check Utility ** Step 2: Implement a checkSpelling Method ** Step 3: Set Spelling Checker Parameters in config.xml ** Step 4: Configure Text Fields for Spell Checking ===Configuring Search Functionality=== * The PolicyCenter Search Functionality * File search-config.xml * The Criteria Definition Element * The Criterion Subelement * The Criterion Choice Subelement ** Setting the Property Attribute to DateCriterionChoice ** Setting the Property Attribute to FinancialCriterion * The Array Criterion Subelement * Deploying Customized Search Files * Steps in Customizing a Search ** Adding an Optional Search Field ** Adding an Optional Array Search Field ===Configuring Special Page Functions=== * Adding Print Capabilities ** Overview of the Print Functionality

*** Configuration Parameters Related to Printing *** Security Related to Printing *** Gosu API Methods for Printing ** List View Printing *** List View Printing * Linking to a Specific Page : Using an EntryPoint PCF ** Entry Points ** Creating a Forwarding EntryPoint PCF * Linking to a Specific Page: Using an ExitPoint PCF ** Creating an ExitPoint PCF * Populating a PCF Template: Using a TemplatePage PCF ** A Simple Template Page *** Creating a Template Page: An Example ===Using the Workflow Editor=== * Workflow in Guidewire PolicyCenter * Workflow in Guidewire Studio * Understanding Workflow Steps * Using the Workflow Right-Click Menu * Using Search with Workflow ===Guidewire Workflow=== * Understanding Workflow ** Workflow Instances ** Work Items ** Workflow Process Format ** Workflow Step Summary ** Workflow Gosu ** Workflow Versioning ** Workflow Localization * Workflow Structural Elements ** <Context> ** <Start> ** <Finish> * Common Step Elements ** Enter and Exit Scripts ** Asserts ** Events ** Notifications ** Branch IDs * Basic Workflow Steps ** AutoStep ** MessageStep ** ActivityStep ** ManualStep ** Outcome * Step Branches ** Working with Branch IDs ** GO ** TRIGGER ** TIMEOUT * Creating New Workflows ** Cloning an Existing Workflow ** Extending an Existing Workflow ** Extending a Workflow: A Simple Example *** Step 1: Extend an Existing Workflow Object *** Step 2: Create a New Workflow Process *** Step 3: Populate Your Workflow with Steps and Branches

* Instantiating a Workflow ** A Simple Example of Instantiation * The Workflow Engine ** Distributed Execution ** Synchronicity, Transactions, and Errors *** Guidelines * Workflow Subflows * Workflow Administration * Workflow Debugging, Logging, and Testing ===Defining Activity Patterns=== * What is an Activity Pattern? * Pattern Types and Categories ** Activity Pattern Types ** Categorizing Activity Patterns * Using Activity Patterns in Gosu * Calculating Activity Due Dates ** Target Due Dates (Deadlines) ** Escalation Dates * Configuring Activity Patterns * Using Activity Patterns with Documents and Emails * Localizing Activity Patterns ===Localizing Guidewire PolicyCenter=== * Understanding Language and Locales * Working with Localization Configuration Files ===Working with Locales=== * Locale Configuration Files * Adding a New Locale ** Step 1: Add the Locale to the Localization File *** The GWLocale Element *** DateFormatTimeFormat *** NumberFormat *** CurrencyFormat ** Step 2: Add the Locale to the Language Type Typelist ** Step 3: Add the Locale to the Collations File ** Step 4: Create and Populate the New Locale Folder ** Step 5: Translate the Necessary Files ===Localizing the Development Environment=== * Viewing Double-byte Characters in Studio * Localizing the Studio Interface ** Changing the Studio Locale * Localizing Rule Set Names and Descriptions * Setting a Locale for a Gosu Code Block * Localizing Product Model Strings * Localizing Gosu Error Messages * Localizing Administration Tool Argument Descriptions * Localizing Logging Messages ===Localizing String Labels=== * Localizing Display Keys ** Display Key Localization Files ** Working with Missing Display Keys *** The Display Key Difference Utility Tool ** Different Ways to Localize Display Keys *** Localizing Display Keys Using the Display Keys Editor *** Localizing Display Keys Using the PCF Editor

*** Localizing Display Keys Using Code Completion * Localizing Typecodes ** Accessing Localized Typekeys from Gosu * Exporting and Importing Localization Files ===Localizing the PolicyCenter Interface=== * Setting the Default Application Locale * Setting the User Locale * Configuring Zone Information ** File zone-config.xml *** <Zones> *** <Zone> *** <ZoneCode> *** <Links> *** <AddressZoneValue> ** Base Zone Hierarchies ===Localizing Guidewire Workflow=== * Localize a Workflow ** Setting a Locale for a Workflow ** Localizing Workflow Step Names ** Creating a Locale-Specific SubFlow * Localizing Gosu Code in a Workflow Step ===Localizing Shared Administration Data=== * Shared Administration Data * Localized Entities * Localizing Entity Columns in a Unique Index * Localization Database Tables * Localized PCF Files ===Localizing Field Validators=== * Localizing Field Validation ** Using a Single Field Validators File ** Using Multiple Field Validator Files * Configuring Localized Error Messages for Field Validators * Validating Country-Specific Entity Fields ** Example Set Up *** Example Files *** Example Steps ** Step 1: Extend the PolicyAddress Entity ** Step 2: Add the Input Field to the PolicyCenter Interface ** Step 3: Add the Validator to the Default Field Validator File ** Step 4: Create Country-Specific Validators and Error Messages *** Creating Country-Specific Error Messages ** Step 5: Create the Validator Trigger Code ** Testing the Field Validation Example ===Localizing Templates=== * Understanding Templates: A Review * Creating Localized Documents, Emails, and Notes ** Step 1: Create Locale-Specific Folders ** Step 2: Localize Template Descriptor Files *** Localizing Document Descriptor Files *** Localizing Email and Note Descriptor Files ** Step 3: Localize Template Files ** Step 4: Localize Documents, Emails, and Notes within PolicyCenter * Document Localization Support ** IDocumentTemplateDescriptor ** IDocumentTemplateSource

** IDocumentTemplateSerializer ===Localized Search and Sort=== * Searching and Sorting Character Data * How Guidewire Stores Data * Working with the Default Application Locale * Configuring a Locale * Database Searching ** Searching and the Oracle Database ** Searching and the SQL Server Database * Data Sorting ** Sorting and the Oracle Database ** Sorting and the SQL Server Database * Searching on Japanese Names ** Step 1: Extend the Contact Entity ** Step 2: Enable Search from ClaimCenter to ContactManager ** Step 3: Enable Internal ClaimCenter Search ===Localization and System Tables=== * System Table Review * Localizing a Column on a System Table Entity * The Studio System Table Editor * What You Can Localize * System Table Localization Issues ** Searching on Non-Localized System Table Data ** Searching on System Table Data after Changing the Default Locale ===Localizing PolicyCenter Addresses=== * Address Use in Guidewire PolicyCenter * Address Localization * Creating a Modal Address Input Set * Creating Localized Address Search Screens * Working with Unsynchronized Addresses ** Read-Only Address Information ===Debugging and Testing Your Gosu Code=== * The Studio Debugger * Initializing the Application Server for Debugging * Starting the Studio Debugger * Setting Breakpoints ** Minimizing the Impact to Users * Stepping Through Code * Viewing Current Values ** Defining a Watch List * Resuming Execution * Using the Debugger with the GUnit Tester * Using the Gosu Tester ** Testing a Gosu Expression ** Testing a Gosu Program ** Testing a Gosu Template ** Testing Gosu Classes ** Working with Queries in the Gosu Tester ** Generating Testing and Debugging Information * Suggestions for Testing Rules ===Using GUnit=== * The TestBase Class ** Overriding TestBase Methods * Configuring the Server Environment

*** Server Runtime *** Server Environment * Configuring the Test Environment ** Configuration Parameters * Creating a GUnit Test Class *** Server Tests *** The Construct Block *** Test Methods * Using Entity Builders to Create Test Data ** Creating an Entity Builder *** Builder Create Methods ** Entity Builder Examples *** Creating Multiple Objects from a Single Builder *** Nesting Builders *** Overriding Default Builder Properties ** Creating New Builders *** Extending an Existing Builder Class *** Extending the DataBuilder Class *** Creating a Builder for a Custom Entity and Testing It * Running Gosu API Tests ===Configuring the Product Model=== * Product Model Patterns * Product and Policy Objects * Working with Products ** Defining a Product *** Product Model Deployment ** Deleting a Product ** Adding Document Templates to a Product ** Associating a Question Set with a Product ** Setting the Policy Terms ** Associating a Policy Line with a Product ** Adding Quote Modifiers to a Product ** Defining an Offering ** Defining Product Availability ===Configuring Policy Lines=== * Working with Policy Lines *** PolicyLine Objects * Defining a Policy Line * Adding Coverages to a Policy Line ** Coverages and Coverables ** Coverable Objects ** Coverables and Coverage Tables ** Coverables and Delegates ** CoveragePattern and Coverage Objects ** The Coverages Tab ** Coverage Existence *** Persisting Coverage Data to the Database ** Coverage Availability ** Defining a New Coverage * Configuring Coverages in PCF Files ** Rendering Common Coverages ** Rendering Less Common Coverages * Defining Coverage Terms ** Coverage Term Types *** Direct Coverage Type *** Option Type *** Package Type

*** Typekey Type *** Generic Coverage Type ** Coverage Model Types ** Creating New Coverage Term Patterns ** Common Coverage Term Pattern Properties *** Direct Coverage Term Pattern Properties *** Direct and Option Coverage Term Pattern Properties *** Typelist Coverage Term Pattern Properties * Adding Exclusions to a Policy Line * Adding Conditions to a Policy Line * Defining Categories * Defining a Coverage Symbol Group ** Symbols ** Business Purpose of Symbols ** PolicyCenter Usage * Defining Official IDs * Adding Quote Modifiers to a Policy Line ===Working with Quote Modifiers=== * Terms Associated with Modifiers * Configuring Modifiers in Studio ** Modifier Configuration: The Basics Tab *** Split On Anniversary ** The Display Tab ** The Rate Factors Tab ** The State Min/Max Tab ** The Availability Tab ** The Offerings Tab ===Working with Question Sets=== * Question Set Basics ** When to Use Question Sets ** Associating Question Sets with Multiple Products ** Questions and Answers ** Incorrect Answers ** Types of Question Sets *** Question Set Type and Answer Container * Configuring Question Sets in Studio ** Creating a New Question Set *** The Question Set Tabs ** Creating New Questions *** Questions: Basics Tab *** Questions: Filters Tab *** Questions: Choices Tab *** Questions: Supplemental Text Tab * Question Set Object Model ** The Answer Container Delegate ===Working with System Tables=== * What Is a System Table? * Configuring System Tables ** Adding a System Table to Studio ** Configuring File Loading of System Tables ** Verifying System Tables * Class Codes with Multiple Descriptions * Adding a New System Table * Notification Config System Table ** Lead Time in Notification Config System Table *** Precedence Example *** Action Type and Notification Category Example

===Configuring Availability=== * What is Availability? ** Grandfathering and Offerings * Defining Availability ** Performance Considerations for Availability ** Defining Availability in Lookup Tables *** Defining a Pattern as Available on a Job-by-Job Basis ** Defining Availability in Scripts ** Defining Grandfathering ** Availability Example * Setting the Reference Date ** Reference Date Types ** Specifying the Reference Date Type ** Specifying Which Reference Date to Use ** When Reference Dates are Reset ** Customizing the Reference Date Lookup * Extending an Availability Lookup Table ** Step 1: Extend an Availability Lookup Entity ** Step 2: Define the Column in the Availability Lookup Table ** Step 3: Accessing the Availability Lookup Table * Reload Availability Data ** External Product Model Directory ** Availability Reload and Open Work Orders ** The Reload Availability Screen ** Reload Availability in a Clustered Environment * Reloading Availability Example ** Step 1: Enable the Configuration Parameter ** Step 2: Make Changes to Availability in Studio ** Step 3: Copy Changes to External Product Model Directory ** Step 4: Reload Availability in PolicyCenter ** Step 5: Verify Changes to Availability in PolicyCenter ===Configuring Offerings=== * Working with Offerings in the Product Model ** The Offerings Basics Tab ** The Offerings Selections Tab ** The Offerings Availability Tab * Working with Offerings in the Policy Line * Creating Offering Question Sets ===Checking Product Model Availability=== * What Is Product Model Availability? * Types of Availability Issues * The Product Model Availability Matrix * Configuring Product Model Availability Checks * Important Classes and Methods Related to Availability Checking ===Preventing Illegal Product Model Changes=== * What Checks Does PolicyCenter Perform? * Product Model Immutable Field Verification * Product Model Modification Checks *** Check for Deleted Patterns *** Check for Modified Fields on an Entity Instance *** Additional Checks ===Verifying the Product Model=== * What Is Product Model Verification? * Product Model Error Messages * Product Model Verification Checks

===Adding a New Line of Business=== * Step 1: Define the Data Model for the New Line of Business ** Defining the Line ** Attaching Coverages ** Additional Policy Entities * Step 2: Prepare Studio for Policy Line Changes * Step 3: Add Coverages to the New Line of Business ** Creating the Basic Policy Line and Coverable Entities *** Creating the New Coverable Entities *** Verifying Your Work *** Creating Policy Line Methods *** Creating the Line Enhancement Methods ** Creating the Coverage Entity for the Coverable Object *** Specifying the Number and Types of Coverage Terms *** Defining the Coverage Entity for the Coverable ** Understanding the Coverable and Coverage Adapters ** Creating the Coverable Adapter ** Creating the Coverage Adapter ** Updating the Policy Line Methods for the Coverages ** Adding Availability Lookup Tables for Coverages ** Adding a Coverage Pattern in the Policy Line * Step 4: Add Rate Modifiers to the New Line of Business ** Creating the Modifier Entity ** Creating the Modifiable Delegate ** Creating the Modifier Adapter ** Creating the Modifier Matcher ** Adding Availability Lookup Table for Modifiers ** Adding a Modifier Pattern to the Policy Line ** Creating Rate Factors ** Creating the Rate Factor Delegate ** Creating the Rate Factor Matcher ** Adding Availability Lookup for Rating Factors ** Adding a Modifier Pattern with Rate Factors in the Policy Line * Step 5: Build the Product Model for the New Line of Business ** Creating the Policy Line ** Creating the Product ** Adding Icons to PolicyCenter for the Product and Policy Line ** Adding Icons to Studio for the Product and Policy Line * Step 6: Define the Data Model for Rating in the New Line of Business ** Defining the Data Model for Rating *** Cost Entities *** Transaction Entities ** Creating the Abstract Cost Entity ** Creating the Transaction Entity ** Creating Cost and Transaction Adapters ** Creating Cost Subtypes ** Creating Cost Methods *** Instructions for Creating the Cost Methods *** Instructions for Creating the Coverage Cost Methods ** Modifying the Policy Period Plugin * Step 7: Design the User Interface for the New Line of Business ** PCF Files and Folders for a Line of Business ** Creating the Wizard for Your Line of Business ** Completing the Line Wizard Step Set for Your Line of Business ** Creating the Policy Screens ** Creating the Policy File Screens ===Creating a Multi-line Product===

* Step 1: Define Your Multi-line Product * Step 2: Design the Wizard for Your Multi-line Product ** Adding the Line Wizard Step Set for Your Multi-line Product ** Completing the Line Wizard Step Set for Your Multi-line Product * Step 3: Create the Policy Screens ** Adding a Line Selection Screen for a Multi-line Product ** Adding Line Review Screens for a Multi-line Product ** Adding Quote Screens for a Multi-line Product * Step 4: Create the Policy File Screens ===Adding Premium Audit to a Line of Business=== * Step 1: Add the Audited Basis to the Data Model * Step 2: Add the Line of Business to the Audit Wizard ** Adding the Audit Details Panel Set ** Adding the Premium Details Panel Set * Step 3: Add Gosu Code for Final Audit ** Enabling Audit for a Line of Business ** Validating the Line Before Calculating Premiums ** Updating the Rating Engine * Step 4: Select the Audit Schedule for Final Audit * Step 5: Enable Premium Reports ** Filtering Reporting Plans ** Modifying the Audit Wizard to Support Premium Reports ** Modifying the Rating Code to Support Premium Reports * Step 6: Add Premium Audit to a Multi-line Product ** Enabling Audit in a Multi-Line Product ** Modifying the Audit Wizard to Support a Multi-Line Product ===Configuring Copy Data in a Line of Business=== * Overview of Configuring Copy Data ** Copy Data Jobs ** Searching for the Source Policy ** Copying Data to a Multi-line Product ** Copy Data and Product Model Availability ** Copy Data Gosu Classes * Configuring Copy Data Screens ** The Copy Policy Search Policies Screen ** The Select Data to Copy From Policy Screen * About Copiers ** Copiers in the Default Configuration ** How to Create Copiers for a Policy Line * Copier API Classes ** Copier API *** Note Copier: A Simple Copier *** Policy Driver: A Copier for a Matching Entity ** Composite Copier API *** Personal Vehicle Copier: A Composite Copier ** Grouping Composite Copier API *** All Note Copier: A Simple Grouping Composite Copier *** All Coverage Copier: A Grouping Composite Copier ** Generic Copier Templates =PolicyCenter System Administration Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents

* Conventions In This Document ===Installation Files and Directories=== * The PolicyCenter Installation Directory ** How PolicyCenter Interprets Modules *** Edited Resource Files Reside ONLY in Configuration Module ** Key Directories ** Build Tools ** Administration Tools * Knowing When to Regenerate and Redeploy ===Basic Configuration=== * The Application Server config.xml * Defining the Application Server Environment *** Notes ** Setting Java Virtual Machine (JVM) Options ** Specifying Environment Properties in the registry Element *** systemproperty subelement *** server subelement ** Calculating Environment Property Values *** env Property *** isbatchserver Property *** serverid Property ** Specifying Parameters by Environment *** Providing Default Values *** Special Environment-specific Parameters * Configuring Logging ** Configuring Logging in a Multiple Instance Environment ** Key Logging Options ** Logs for Additional System Components ** Configuring Information in Log Messages *** Formatting Log Messages ** Listing Logger Categories ** Making Dynamic Logging Changes without Redeploying * Using the Geocoding Feature ** Understanding Address Processing ** Configuring Geocoding *** Geocoding Parameters *** Scheduling Geocoding *** Geocode Status * Configuring Guidewire Document Assistant ** What the Control Provides PolicyCenter ** Support for Document Management Systems ** Enabling Guidewire Document Assistant ** Whitelist or Blacklist Versions ** Related ActiveX Objects ** Configuring the ActiveX Control Behavior ** Troubleshooting ActiveX Problems * Configuring an Email Server for Notifications * Changing the Unrestricted User ===Configuring and Maintaining the PolicyCenter Database=== * Database Best Practices * Configuring Connection Pool Parameters * Understanding and Authorizing Database Upgrades ** What Happens During a Database Upgrade? * Viewing Detailed Database Upgrade Information * Maintaining the Database ** Setting Database Consistency Checking ** Configuring Database Statistics

*** Commands for Updating Database Statistics *** Configuring Database Statistic Generation * Backing up the PolicyCenter Database * Resizing Columns ===Managing PolicyCenter Servers=== * Understanding Server Run Levels and Modes ** Setting the Server Run Level ** Determining the Server Run Level ** Using the Maintenance Run Level * Understanding System Users * Monitoring the Servers * Monitoring and Managing Event Messages ** How PolicyCenter Processes Messages ** Working with the Destinations Page ** Configuring Message Destinations ** Tuning Message Handling * Configuring Minimum and Maximum Password Length * Configuring Client Session Timeout * Avoiding Session Replication * Understanding Application Server Caching ** Cache Management ** Caching and Stickiness ** Concurrent Data Change Prevention ** Caching and Clustering ** Performance Impact *** Cache Thrashing *** Cache Impact on Memory Utilization ** Analyzing and Tuning the Application Server Cache *** Analyzing Cache Settings *** Detecting Cache Thrashing ** Special Caches for Rarely Changing Objects * Analyzing Server Memory Management ** Memory Usage Logging ** Enabling Garbage Collection *** IBM JVM *** Oracle Java Hotspot VM *** IBM Support Assistant *** HPjmeter and GCViewer ** Analyzing a Possible Memory Leak *** Common approach *** Generating Heap Dumps with IBM JDK *** Generating Heap Dumps with Oracle HotSwap JDK *** Additional Recommendations *** Heap Dump Generation and Analysis Tools ** Profiling ** Tracking Large Objects ===Managing Clustered Servers=== * Overview of Clustering ** Special Considerations Regarding PolicyCenter Batch Servers * Configuring a Cluster ** Enabling and Disabling Clustering ** Configuring the Registry Element for Clustering *** Developing Sophisticated Configurations by Using Localized Parameters *** Defining a Batch Server with the isbatchserver Environment Property ** Setting the Multicast Address ** Specifying the Key Range ** Configuring Separate Logging Environments * Managing a Cluster

** ** ** ** ** ** **

Starting Clustered Servers Checking Node Health Adding a Server to a Cluster Checking Server Run Level Server Failures and Removing a Server Running Administrative Commands Updating Clustered Servers

===Enabling JMX with PolicyCenter=== * Overview of JMX Management Tasks * Enabling JMX in PolicyCenter ===Securing PolicyCenter Communications=== * Using SSL with PolicyCenter ** Overview of the Steps ** Modifying the httpd.conf File ** Editing the httpd-ssl.com File ** Modifying the server.xml File * Accessing a PolicyCenter Server Through SSL ** Handling Browser Security Warnings ===Importing and Exporting Administrative Data=== * Understanding Data Import and Export ** What Mechanisms are Available to Import and Export Data? ** The PolicyCenter Data Model ** Public ID Prefix *** Support for Unique Public IDs in a Development Environment *** What Happens During an Import? * Importing Administrative Data from the Command Line ** Creating a CSV File for Import *** Constructing a Heading *** Working with Data for Import ** Using CSV Files with Different Character Sets ** Maintaining Data Integrity While Importing * Importing and Exporting Administrative Data from PolicyCenter ** Creating an XML File for Import ** Importing Data From the User Interface ** Exporting Data from the User Interface * Other Import Functions ** Importing a Table from an External Database * The import Directory ** Configuring Roles and Privileges ===Running Batch Processes and Work Queues=== * Understanding Batch Processes * Understanding Distributed Work Queues * Configuring Distributed Work Queues * Batch Processes and Distributed Work Queues * Scheduling Batch Processes and Distributed Work Queues ** Determining if a Batch Process Can Be Scheduled ** Defining a Schedule Specification ** Disabling the PolicyCenter Scheduler * Using Events and Messaging with Batch Processes * Troubleshooting Batch Processes and Work Queues ** Tuning Your Batch Process Schedule ** Running Batch Processes from the Command Line ** Monitoring Batch Processes ** Troubleshooting Distributed Work Queues * Interactions Between PolicyCenter and Specific Processes ** Activity Escalations

===Using System and Internal Tools=== * Using the Server Tools ** Overview of Server Tools ** Batch Process Info ** Work Queue Info ** Management Beans *** Viewing and Changing Configuration Parameters *** Viewing and Changing Caching Configuration Values ** Guidewire Profiler *** Guidewire Profiler Terms and Concepts *** Configuring the Profiler *** Analyzing Profiler Data *** Downloading and Uploading Profiler Data *** Profiling Custom Code ** Cache Info ** Startable Plugin ** Set Log Level ** View Logs ** Info Pages *** Consistency Checks *** Database Info *** Database Table Info *** Database Parameters *** Database Storage *** Data Distribution *** Database Statistics *** Oracle Statspack *** Oracle AWR *** Load History Information *** Load Integrity Checks *** Load Errors *** Upgrade Info *** Proximity Search Statistics ** Cluster Info ** Product Model Info * Using the Internal Tools ** Reload ** PC Sample Data ** Testing System Clock ===PolicyCenter Administrative Commands=== * import_tools Command ** import_tools Options * maintenance_tools Command ** maintenance_tools options * messaging_tools Command ** messaging_tools Options * system_tools Command ** system_tools Options * table_import Command ** table_import Options * template_tools Command ** template_tools Options * usage_tools Command ** usage_tools Options * workflow_tools Command ** workflow_tools Options * zone_import Command ** zone_import Options

=PolicyCenter Installation Guide= ===About This Document=== * Intended Audience * Assumed Knowledge * Related Documents * Conventions In This Document ===Introduction to Installation=== * Selecting an Installation Scenario ** List of Installation Options * Viewing the Development and Production Environments ===Preparing a PolicyCenter Environment=== * Requirements Overview ** Production Environments ** Development Environments * Application Server Requirements ** Disabling IPv6 in Clustered Environments ** Configuring RedHat for Cluster Communication ** Removing JBoss JAR ** Tomcat Examples ** Tomcat Native Library ** Load Balancers ** Optional Components * Database Server Requirements * Development Workstation Requirements * Client Requirements ** Tips for the Guidewire Document Assistant * Creating Accounts to Run PolicyCenter * Installing Java ** Installing the Dynamic Code Evolution Virtual Machine * Installing Ant * Setting Environment Variables *** Before Continuing * Configuring the Application Server ** Configuring the JVM for Environments Without Graphics ** JVM Heap Size Considerations *** Operating System Limits on Heap Size ** Configuring Apache Tomcat *** Increasing the Maximum Concurrent Threads *** Disabling Session Persistence *** Installing Tomcat as a Windows Service *** Changing Heap Size in Tomcat on Windows * Configuring the Database ** Database Permissions ** Configuring Oracle for PolicyCenter *** Prerequisites to Installing on Oracle *** Before Continuing... *** Using Oracle Resource Consumer Groups for Slow Policy Queries ** Configuring SQL Server for PolicyCenter *** Prerequisites to Installing on SQL Server *** Configuring SQL Server in Management Studio *** Creating a PolicyCenter Database in SQL Server *** Before Continuing... * Documenting Your Environment

===Installing a PolicyCenter Development Environment=== * Installing the QuickStart Development Environment ** Advantages to Using the QuickStart Software ** QuickStart Software and Hardware ** Installing QuickStart ** QuickStart Commands ** Using Studio with QuickStart ** QuickStart Application Server *** Configuring QuickStart Ports *** Note for Development Environments *** Tuning QuickStart Application Server Memory ** QuickStart Database *** Setting the Database Configuration and Mode *** Limitations to the QuickStart Database *** Additional References *** Using SQL Server or Oracle with QuickStart ** Troubleshooting QuickStart * Installing a Tomcat Development Environment ** Tomcat Development Environment Prerequisites *** Building a PolicyCenter Development Environment with Tomcat * Installing Sample Data ** Using Gosu to Configure Sample Data *** About Sample Data Gosu Classes *** Customizing Gosu Classes for Sample Data *** About Importing and Exporting Data in PolicyCenter * Configuration File Structure ** PolicyCenter Modules * Guidewire Studio * Application Logging ===Installing a PolicyCenter Production Environment=== * Unpacking the Configuration Files ** Key PolicyCenter gwpc Commands * Deploying PolicyCenter to the Application Server ** Installing a JBoss Production Environment ** Installing a Tomcat Production Environment *** Securing Application Resources with J2EE Security Constraints * Configuring a Database Connection ** The database Element ** Defining the jdbcURL *** Defining jdbcURL for Oracle *** Defining jdbcURL for SQL Server ** Specifying a Database Password *** Using a Password File *** Using the Database Authentication Plugin ** Enabling SQL Server JDBC Logging * Starting PolicyCenter on the Application Server ** Starting PolicyCenter on JBoss ** Starting PolicyCenter on Tomcat on Windows ** Determining Server Mode ** Changing Server Mode * Connecting to PolicyCenter with a Web Client * Changing the Superuser Password * Generating Java and SOAP API Libraries * Enabling Integration between ClaimCenter and PolicyCenter * Enabling Integration between BillingCenter and PolicyCenter ** Verifying the BillingCenter Integration * After You Install PolicyCenter ** Running PolicyCenter in a Clustered Environment ** Installing Reinsurance Management

** Updating Your Installation ===Commands Reference=== * Tuning Command Line Tool Memory Settings * QuickStart Command Tools * Build Tools =Guidewire Glossary= ===Glossary===