Policy Search and Retrieve

Claim Center and Policy Center are coexisting in most of Insurance companies. When an user tries to make a claim , there are two steps at the very beginning : Policy Search and Policy Retrieve .

Policy Search is the first step when the user is trying to create a new claim in claim center . When use entry search criteria such as policy number makes the Search , Policy Center will return the policy that matching the criteria. Very small amount of information will be returned in this step. It just let the user to select the policy the return by policy center. and start the policy retrieve.

Policy retrieve is the second step that user found the policy already and try to move on to get a whole picture of the policy and create the claim based on that. When user select the policy returned from policy search and go to next step , claim center actually calls message broker( an application that connects policy center and claim center) and send the policy retrieve request , the retrieve response will include a lot of information of the policy such as the insured item, locations and coverages and so on. Claim Center now has enough information from policy center to create a claim.

Data model — Virtual data fields

Working as a Guidewire for a while , I usually work more and think less , when I tried to use a data field, I just found it out in data dictionary and used it . Recently , I had job interview because my contract is going to end soon , during the interview , the interview asked what is a virtual field , I found that I couldn’t give the definition clearly . This is too bad and I may lose a good chance because this. Here , I want to explain what it is in case others or myself want to review it later.

  • Data fields can be physical fields or virtual fields in data model
  • physical fields can be stored in a given db table’s columns
  • Virtual fields are defined in code and won’t be stored in db table, for example : a virtual field — Fullname = FirstName+MiddleName+LastName , the field FullName will be generated by code which will add FirstName,MiddleName and LastName.
  • in the data model portal page , for a virtual field, there will be a “virtual property” in the property description .