Cloud retrofit steps to handle eff-dated entities attached to a line

As part of the cloud retrofit with APD App process, complete the following additional steps to handle custom eff-dated entities that are attached to a policy line.
After reading this topic, you'll be able to:
  • Define the custom eff-dated entity as a coverable in the template configuration files.
  • Configure LOB-specific entity names in the codegen files.

Completing these steps provides the API code generation process the information it requires to cast the mapping path of eff-dated custom entities to reflect the line of business.

Before you begin

Verify that your product includes a custom eff-dated entity that is referenced as a array in the PolicyLine.etx file. Also, verify that the product is installed.

Procedures

Step 1: Define the eff-dated entity as a coverable

About this task

When you define a product in the template configuration files as part of the Cloud Retrofit with APD App process, complete the following additional steps to define the eff-dated custom entity as a coverable.

Procedure

  1. Complete the following steps for each line of business that shares an eff-dated entity with the policy line.
    1. Open the template_gen_config.lob_prefix.yaml file associated with the line of business. If this change applies to all lines of business, you can open template_gen_config.all.yaml instead.
    2. Add the eff-dated entity and add an entry to handle this entity as a coverable.
      For example, the following configuration specifies LineAddInsured_Ext to be handled as a coverable:
      LineAddInsured_Ext:
        handling: coverable
  2. Restart PolicyCenter.

Step 2: Export the product and create a new product in APD

Complete the steps to export the product and create a new product in APD. For more information, see Cloud Retrofit with APD App.

Step 3: Configure eff-dated entity names in codegen files

About this task

A codegen config file is a file that provides PolicyCenter with information about how to generate LOB-specific endpoints for a given non-APD-native product. In the codegen config files, you need to specify lob-specific names for each eff-dated entity attached to a policy line. For more information about codegen, see Codegen config files.

Procedure

Complete the following steps for each line of business that shares an eff-dated entity with the policy line.
  1. Open the <lob_prefix>_codegen_config_ext-1.0.yaml file.
  2. Configure an LOB-specific entry for the eff-dated entity.
    For example, for the BA line of business, the following configuration specifies that the generated endpoint refers to LineAddInsured_Ext as BALineAddInsured_Ext:
    BALineAddInsured_Ext:
        nameOverride: LineAddInsured_Ext
        resourceName: BALineAddInsured_Ext

Next steps

Complete the steps to synchronize PolicyCenter with APD, generate the endpoints, and delete the product from the APD App. For more information, see Cloud Retrofit with APD App.