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The Policy Xpress FED Processing Flow

Policy Xpress FED Processing Flow

FED processing

For each State Loc Record, a query is executed against the FED table using the LOB, State, and, if populated, the ProgramCd. Each of the returned FED records are then evaluated to determine if they are valid for the current State Loc table row.

FED record validation

For form list processing, the FED record must have a FormProcessingType of R.

The FED record validation date compares are based on the LOB groups defined above. If a LOB is not found in the standard groups (and is not translated to a standard LOB) the Commercial Auto compare is executed by default. The specific date validation/compares are explained below.

For each FED record that passes validation, its FormNumber is added to the form candidate list (if the form does not already exist) and a row is inserted into the Form State Loc table (FormNumber plus the current State Loc Record).

Validation

Description

Commercial auto validation

If the Transaction Type is PCH, the date evaluation is executed using the State Loc record's TransactionEffectiveDate.If the Transaction Type is not equal to PCH, the date evaluation is based on the FED records EffectiveDateSourceCd value.

If the EffectiveDate SourceCd is PE, the date evaluation is executed using the State Loc record's PolicyEffectiveDate. Otherwise, the date evaluation is executed using the State Loc Record's PolicyWrittenDate.

Personal lines validation

If the EffectiveDate SourceCd is PE, the date evaluation is executed using the State Loc record's PolicyEffectiveDate. Otherwise, the date evaluation is executed using the State Loc Record's PolicyWrittenDate.

Property lines validation

If the Transaction Type is PCH, the date evaluation is executed using the State Loc record's LocationAddrDate. If the transaction type is not equal to PCH, the date evaluation is based on the FED records EffectiveDateSourceCd value.

If the EffectiveDate SourceCd is PE, the date evaluation is executed using the State Loc record's PolicyEffectiveDate. Otherwise, the date evaluation is executed using the State Loc Record's PolicyWrittenDate.

Date validation/compare

The passed date is subjected to a trivial date validation.

The date must be in a CCYY-MM-DD format. The day can not be zero (0) or greater than 31. The month can not be zero (0) or greater than 12. The year can not be zero (0).

If the passed date passes validation, the system compares it to the Fed Entries Withdrawal Date and the Effective Date. If the passed date is falls before the Withdrawal Date and after the Effective Date, the date compare is passed.

See also