Policy Statuses

The status of a policy reflects the policy’s position in the flow. A policy can have only one status at a time. The following policy statuses exist:

Status Description

Edit

The policy is entered or set back from other statuses to be edited; it is not yet (re)submitted

In Process

The policy is being processed

Pended

The policy is pended; processing is suspended

Approved

The policy is approved (final status)

Canceled

The policy is canceled (final status)

Status Transitions

The status transitions are depicted in the image below:

Status Transitions
# Transition Description

1

Edit → In Process

Policy is submitted in the View and Edit Policy user interface page, through the Policy In integration point or through the Submit HTTP API operation

2

In Process → Edit

  • One or more fatal messages are attached to the policy during processing

  • Policy that has the In Process status is edited through the Policy In Integration point

3

In Process → Approved

No fatal messages are attached to the policy during processing

4

In Process → Pended

One or more pend reasons are attached to the policy during processing

5

Pended → In Process

Pended policy is submitted in the View and Edit Policy user interface page or through the Submit HTTP API operation

6

Pended → Edit

Pended policy is set back to the Edit status in the View and Edit Policy user interface page or through the Policy In integration point

7

Approved → Edit

Approved policy is set back to the Edit status in the View and Edit Policy user interface page or through the Policy In integration point

8

Edit → Approved

Policy is reverted to a previous version in the View and Edit Policy user interface page

9

Approved → Canceled

Approved policy is canceled in the View and Edit Policy user interface page or through the Cancel HTTP API operation

10

Edit → Canceled

Policy is canceled in the View and Edit Policy user interface page or through the Cancel HTTP API operation

11

Canceled → Edit

Canceled policy is set back to the Edit status in the View and Edit Policy user interface page or through the Policy In integration point

12

Edit → Edit

  • Policy and/or attached policy data is edited and saved in the View and Edit Policy user interface page, through the integration points (Policy In and Attached Policy Data) or through a bulk update activity

  • Policy is manually validated and automatically saved in the View and Edit Policy user interface page

Note that this is not an actual status transition, i.e. it will not be shown in the policy status history

13

Approved → Approved

  • Attached policy data is edited and saved in the View and Edit Policy user interface page or through the Attached Policy Data integration point (note that this is not an actual status transition, i.e. it will not be shown in the policy status history)

  • Policy and/or attached policy data is updated through a bulk update activity (this will be shown in the policy status history)

14

Pended → Pended

  • Attached policy data is edited and saved in the View and Edit Policy user interface page or through the Attached Policy Data integration point

  • Policy and/or attached policy data is updated through a bulk update activity

Note that this is not an actual status transition, i.e. it will not be shown in the policy status history

15

Canceled → Canceled

Attached policy data is edited and saved in the View and Edit Policy user interface page or through the Attached Policy Data integration point (note that this is not an actual status transition, i.e. it will not be shown in the policy status history)

16

In Process → In Process

  • Attached policy data is edited and saved in the View and Edit Policy user interface page or through the Attached Policy Data integration point

  • Policy has a processing error that is reprocessed in the View Activities user interface page Note that this is not an actual status transition, i.e. it will not be shown in the policy status history

17

Pended → Canceled

Pended policy is canceled in the View and Edit Policy user interface page or through the Cancel HTTP API operation