Insurance Suite Guide
Insurance Suite Guide
Insurance Suite Guide
InsuranceSuite Guide
Release 9.0.6
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Contents
1 InsuranceSuite features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Overview of InsuranceSuite features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
InsuranceSuite feature-level interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Guidewire products that integrate with core applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Guidewire InsuranceSuite add-on modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
PolicyCenter and ClaimCenter integration features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Policy search in ClaimCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Policy snapshot and policy refresh in ClaimCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Policy location search in ClaimCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
ClaimCenter large loss notification to PolicyCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Claim search in PolicyCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Product model export from PolicyCenter to ClaimCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
PolicyCenter opening ClaimCenter in a browser window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
ClaimCenter opening core applications in a browser window . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
PolicyCenter and BillingCenter integration features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Policy billing information for BillingCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
PolicyCenter renewal flow management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
BillingCenter delinquent payment notification to PolicyCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
PolicyCenter producer, account change notification to BillingCenter . . . . . . . . . . . . . . . . . . . . . . . .13
Multicurrency integration between BillingCenter and PolicyCenter . . . . . . . . . . . . . . . . . . . . . . . . .13
PolicyCenter opening BillingCenter in a browser window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
ContactManager and core application integration features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
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Guidewire PolicyCenter 9.0.6 InsuranceSuite Guide
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Guidewire PolicyCenter 9.0.6 InsuranceSuite Guide
Document Purpose
InsuranceSuite Guide If you are new to Guidewire InsuranceSuite applications, read the InsuranceSuite Guide for informa‐
tion on the architecture of Guidewire InsuranceSuite and application integrations. The intended read‐
ers are everyone who works with Guidewire applications.
Application Guide If you are new to PolicyCenter or want to understand a feature, read the Application Guide. This guide
describes features from a business perspective and provides links to other books as needed. The in‐
tended readers are everyone who works with PolicyCenter.
Database Upgrade Guide Describes the overall PolicyCenter upgrade process, and describes how to upgrade your PolicyCenter
database from a previous major version. The intended readers are system administrators and imple‐
mentation engineers who must merge base application changes into existing PolicyCenter application
extensions and integrations.
Configuration Upgrade Guide Describes the overall PolicyCenter upgrade process, and describes how to upgrade your PolicyCenter
configuration from a previous major version. The intended readers are system administrators and im‐
plementation engineers who must merge base application changes into existing PolicyCenter applica‐
tion extensions and integrations. The Configuration Upgrade Guide is published with the Upgrade
Tools and is available from the Guidewire Community.
New and Changed Guide Describes new features and changes from prior PolicyCenter versions. Intended readers are business
users and system administrators who want an overview of new features and changes to features. Con‐
sult the “Release Notes Archive” part of this document for changes in prior maintenance releases.
Installation Guide Describes how to install PolicyCenter. The intended readers are everyone who installs the application
for development or for production.
System Administration Guide Describes how to manage a PolicyCenter system. The intended readers are system administrators re‐
sponsible for managing security, backups, logging, importing user data, or application monitoring.
Configuration Guide The primary reference for configuring initial implementation, data model extensions, and user inter‐
face (PCF) files for PolicyCenter. The intended readers are all IT staff and configuration engineers.
PCF Reference Guide Describes PolicyCenter PCF widgets and attributes. The intended readers are configuration engineers.
Data Dictionary Describes the PolicyCenter data model, including configuration extensions. The dictionary can be gen‐
erated at any time to reflect the current PolicyCenter configuration. The intended readers are configu‐
ration engineers.
Security Dictionary Describes all security permissions, roles, and the relationships among them. The dictionary can be
generated at any time to reflect the current PolicyCenter configuration. The intended readers are con‐
figuration engineers.
Globalization Guide Describes how to configure PolicyCenter for a global environment. Covers globalization topics such as
global regions, languages, date and number formats, names, currencies, addresses, and phone num‐
bers. The intended readers are configuration engineers who localize PolicyCenter.
Rules Guide Describes business rule methodology and the rule sets in Guidewire Studio for PolicyCenter. The in‐
tended readers are business analysts who define business processes, as well as programmers who
write business rules in Gosu.
Contact Management Guide Describes how to configure Guidewire InsuranceSuite applications to integrate with ContactManager
and how to manage client and vendor contacts in a single system of record. The intended readers are
PolicyCenter implementation engineers and ContactManager administrators.
Document Purpose
Best Practices Guide A reference of recommended design patterns for data model extensions, user interface, business
rules, and Gosu programming. The intended readers are configuration engineers.
Integration Guide Describes the integration architecture, concepts, and procedures for integrating PolicyCenter with ex‐
ternal systems and extending application behavior with custom programming code. The intended
readers are system architects and the integration programmers who write web services code or plu‐
gin code in Gosu or Java.
Java API Reference Javadoc‐style reference of PolicyCenter Java plugin interfaces, entity fields, and other utility classes.
The intended readers are system architects and integration programmers.
Gosu Reference Guide Describes the Gosu programming language. The intended readers are anyone who uses the Gosu lan‐
guage, including for rules and PCF configuration.
Gosu API Reference Javadoc‐style reference of PolicyCenter Gosu classes and properties. The reference can be generated
at any time to reflect the current PolicyCenter configuration. The intended readers are configuration
engineers, system architects, and integration programmers.
Glossary Defines industry terminology and technical terms in Guidewire documentation. The intended readers
are everyone who works with Guidewire applications.
Product Model Guide Describes the PolicyCenter product model. The intended readers are business analysts and implemen‐
tation engineers who use PolicyCenter or Product Designer. To customize the product model, see the
Product Designer Guide.
Product Designer Guide Describes how to use Product Designer to configure lines of business. The intended readers are busi‐
ness analysts and implementation engineers who customize the product model and design new lines
of business.
narrow bold The name of a user interface element, such Click Submit.
as a button name, a menu item name, or a
tab name.
monospace Code examples, computer output, class and The getName method of the IDoStuff API returns the name of the
method names, URLs, parameter names, object.
string literals, and other objects that might
appear in programming code.
monospace italic Variable placeholder text within code Run the startServer server_name command.
examples, command examples, file paths, Navigate to http://server_name/index.html.
and URLs.
Support
For assistance, visit the Guidewire Community.
6 About PolicyCenter documentation
Guidewire PolicyCenter 9.0.6 InsuranceSuite Guide
Guidewire customers
https://community.guidewire.com
Guidewire partners
https://partner.guidewire.com
InsuranceSuite features
Guidewire InsuranceSuite is a set of three core applications that support the three core business functions of property
and casualty insurance enterprise: policy management, billing management, and claim management. The three
products are:
• PolicyCenter
• BillingCenter
• ClaimCenter
In addition, ContactManager is available to the core applications to serve as the system of record for contacts and
clients.
All these applications are designed to integrate with one another and to pass information to one other.
InsuranceSuite features 9
Guidewire PolicyCenter 9.0.6 InsuranceSuite Guide
PolicyCenter ClaimCenter
Search for claims
Reinsurance
Get reinsurance information relevant for claims
Management
ClaimCenter
Reports
Guidewire
Rating
BillingCenter
Client Data
Management Client contact data
• Guidewire Live – A cloud analytics platform that combines data from internal and external sources to enable
data analysis and visualization for precise decision-making.
• Guidewire Predictive Analytics – A platform that turns data into actionable insights, empowering insurers to
make data-driven decisions throughout the insurance lifecycle.
• Guidewire Underwriting Management – Consolidates tools, risk information, third-party data, and reports that
underwriters and producers need to collaborate on risk assessment decisions.
• Digital Portals– Support for omnichannel self-service across policy, billing, and claims to external stakeholders
such as agents, brokers, policyholders, and vendors.
See also
• “Overview of integrating ClaimCenter and PolicyCenter” on page 15
See also
• “Searching for candidate policies” in the ClaimCenter Application Guide, which is in the separate ClaimCenter
documentation set
See also
• “Policy refresh overview” in the ClaimCenter Integration Guide
InsuranceSuite features 11
Guidewire PolicyCenter 9.0.6 InsuranceSuite Guide
See also
• “Catastrophe dashboard” in the ClaimCenter Application Guide
See also
• “Policy system notifications” in the PolicyCenter Integration Guide
• “Enabling large loss notification integration” in the PolicyCenter Installation Guide
See also
• “Claim search from PolicyCenter” in the PolicyCenter Integration Guide
• “Claim search web wervice for Policy system integration” in the ClaimCenter Integration Guide
See also
• “PolicyCenter product model import into ClaimCenter” in the Integration Guide
See also
• “PolicyCenter exit points to the claim and billing applications” in the PolicyCenter Integration Guide
information or contact information. The technical description is that a ClaimCenter exit point calls an entry point for
the other Guidewire application.
See also
• “ClaimCenter exit points to the policy and contact management applications” in the ClaimCenter Integration
Guide
See also
• For details of the PolicyCenter billing integration, see the PolicyCenter Integration Guide.
See also
• “Policy transactions that create a new policy period” in the PolicyCenter Application Guide
• “Policy transactions that create midterm changes” in the PolicyCenter Application Guide
See also
• For detailed comparisons of the renewal flows, see the Integration Guide.
See also
• “Cancellations in the billing system integration” in the PolicyCenter Application Guide
See also
• “Organizations and producer codes overview” in the PolicyCenter Application Guide
See also
• “Multicurrency integration between BillingCenter and PolicyCenter” in the Application Guide
See also
• “PolicyCenter exit points to the claim and billing applications” in the PolicyCenter Integration Guide
The information on interactions between ContactManager and core applications is in the Guidewire Contact
Management Guide. This guide covers both integration with ContactManager and various aspects of configuring
core application interactions with ContactManager.
Overview of InsuranceSuite
integration
The applications in the InsuranceSuite integrate with each other primarily through plugins and web services.
Guidewire applications publish web services to accept data and commands from other applications. Each Guidewire
application uses plugins to pass data and issue commands to the published web services of the other applications.
Additionally, there are configuration files and classes involved in setting up the integrations, and in some cases, that
modify data passed between the applications.
The topics that describe these integrations are in various guides in your installation. The topics that follow provide
an introduction followed by links to those topics.
See also
See also
• For a general overview of BillingCenter integration with a policy administration system, see the BillingCenter
Integration Guide.
• “Billing integration” in the PolicyCenter Integration Guide.
• “Billing system integration” in the PolicyCenter Application Guide.