Guidewire Training

Guidewire Policy Center

Module 1: Introduction to Policy Center

• Introduction to PolicyCenter
• PolicyCenter Overview
• Policy File, Account
• Policy Transactions

 Module 2: Policy Transactions

• Submissions 1: Quick Quotes
• Submissions 1: Full Application Quotes
• Renewalss
• Policy Changes
• The Cancellation Transaction Set
• Out-of-Sequence Transactions
• Merging and Splitting Accounts
• Documents, Notes, Forms

 Module 3: The Product Model

• Introduction to Product Model
• Products and Policy Lines
• Availability, Coverage
• Coverage Term, Modifier
• Question Sets

 Module 4: PC Configuration

• Introduction to PC Config
• Policy Center Data Model
• Location Group and Pages
• Job Wizard, Job Lifecycle
• Activities, Creating and Assigning Activities

 Module 5: Revisioning

• Concepts of Revisioning
• Contacs and Location

 Module 6: UW Authority

• Introduction to Underwriting Authority
• Config of Underwriting Authority

 Module 7: Validation & Validation Rules

 Module 8: Rating

• Costs and Financial Transactions
• Rate Table, Rate Books
• Rate Routines and Parameters Set
• Real Time Scenarios and 6 Month Post Training Support

Guidewire ClaimCenter

 Module 1:The Claim File

• The ClaimCenter data model
• The claim file

 Module 2: Claims Process and Intro to Intake

• Claims processing – Business perspective
• Claims processing – Functional perspective
• The claim intake process
• Automated claim setup
• New claim validation

 Module 3: ClaimCenter Demo

 Module 4: Introduction to Claimcenter Configuration

• ClaimCenter data model
• ClaimCenter user interface
• ClaimCenter rules
• Importing data into ClaimCenter

 Module 5: Configuring Location Groups

• Location group basics
• Location group configuration
• Page configuration

 Module 6: Configuring Wizards

• Wizard basics
• Wizard configuration
• Wizard step configuration

 Module 7: Configuring Claim Setup

• Claim setup basics
• Pre-setup rules
• Segmentation rules
• Workplan rules
• Exposure and activity setup

 Module 8: Configuring LOB Typelists

• Line of business model
• The LOB type lists
• The LOB editor

 Module 9: Configuring LOB User Interface

• LOB model and the user interface
• Configuring exposure types
• Configuring new exposure menu behavior

 Module 10: Configuring Validation Rules

• Types of validation
• Validation rule basics
• Validation rules in the user interface
• Warnings and errors
• Identifying invalid fields

 Module 11: Configuring Permissions

• ClaimCenter security functionality
• Checking system permissions in Gosu
• Creating system permissions
• Application permission keys

 Module 12: Contact Roles

• Contact roles
• Categorizing contact
• Contact role configuration
• Contact role type constraints
• Entity role constraints

 Module 13: ClaimContact Widgets

• ClaimContact widget basics
• Configuring ClaimContact widgets

 Module 14: Intro to Transaction Rules

• Transaction basics
• Transaction data model
• Transactions and Gosu
• The Financial Calculations Library

 Module 15: Configuring Transaction Validation Rules

• Transaction and check life cycles
• Transaction validation basics
• Transaction validation rules

 Module 16: Configuring Transaction Approval Rules

• Transaction approval basics
• Authority limits
• Transaction approval rules
• Approval routing rules

Billing Center

 Module 1: Application Fundamentals

• Introduction to BillingCenter
• The BillingCenter User Interface
• The Billing Process
• User Interaction with BillingCenter
• Accounts

 Module 2: Billing Wizards

• Billing Instructions, Policies, Invoice Streams
• How Charges Are Invoiced
• Invoicing Life Cycle
• Payments
• Payment Corrections and Credit Distributions

HANDS ON EXERCISE

• Walkthrough with OOTB Billing Center
• Walkthrough of Direct, Agency Bill
• Overview of Billing flows

 Module 3: Claim Exposure/Reserves

• Producers
• Commissions and Producer Maintenance
• Disbursements
• Delinquency
• Trouble Tickets and Activities

HANDS ON EXERCISE

• Walkthrough of creating Producers
• Walkthrough of Disbursement, Delinquency

 Module 4: Management and Configuration

• Security
• Configuring BillingCenter
• Permissions

 Module 5: Agency Billing

• Introduction to Agency Bill
• Agency Bill Cycles and Statement Bill
• Statement Bill Payments
• Agency Bill Cycles and Account Current
• Account Current Promises and Payments

 Module 6: Configuration Fundamentals

• Introduction to Guidewire Configuration
• Extending Base Entities
• Creating New Entities
• Subtypes
• Typelists

HANDS ON EXERCISE

• Creating Custom Entites
• Extending OOTB Entities

 Module 7: User Interface

 Module 8: Gosu

• Introduction to Gosu
• Business Rules
• Gosu Queries

 Module 9: Further Study

• Popups 2: Create New Pop ups
• Dynamic Dropdowns
• Field Level Validation
• Enhancements

HANDS ON EXERCISE

• Creating Custom Popup
• Creating Custom Enhancements

 Module 10: Advanced UI Functionality

• Entity Names
• Dependent Dropdowns
• Partial Page Update

 Module 11: Integration Fundamentals

• Introduction To Guidewire Integration
• Gosu For Integration
• Gosu Bundles
• Plugins Predefined
• Gosu Queries

HANDS ON EXERCISE

• Writing Custom Bundles
• Running with new bundle
• Working with existing bundle

 Module 12: Web Service

 Module 13: Messaging

• Messaging Sending
• Messaging Acknowledging

 Module 14: Batch Process

• Batch Process
• Integration Point Authentication
• Integration Point Policy Retrieval
• Claim Process + Intake
• Claim Center Data Model
• Claim File

HANDS ON EXERCISE

• Hands on Exercise
• Lab Exercises

 Module 15: Doubt Clearing Session

• Any Concern & Blockers
• Any Carried Forward From Previous Day

 Module 16: Lab Exercises Validation