Edit Policy
This operation brings the policy to the edit status. This operation is only available for the latest version of the policy in the following statuses:
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Approved
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Canceled
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Pended
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Pending File Review
The presence of the "toedit" link in the resource representation of the policy indicates that a policy can be brought to the edit status:
{ ... policy properties ... "links": [ { "href": "http://<host>:<port>/[api-context-root]/generic/policies/<id>", "rel": "self" }, { "href": "http://<host>:<port>/[api-context-root]/policies/<id>/toedit", "rel": "policy:toedit" "httpMethod": "POST" } ] }
In the resource representation of a policy that can’t be changed back to edit status, for example, if the policy is already in edit status:
{ ... policy properties ... "links": [ { "href": "http://<host>:<port>/[api-context-root]/generic/policies/", "rel": "self" }, ] }
Edit Operation
For Policies in the Approved or Canceled Status
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For the current version of the policy, sets the indicator Last Version of the policy to false
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Creates a new version of the policy (copy of the current version including its dynamic fields and dynamic records) and copies the following underlying children (including their dynamic fields and dynamic records):
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Policyholders
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Policy Contract Periods
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Policy Collection Settings
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Policy Premium Bill Allocations
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Policy Bill Receivers
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Policy Brokers Agents
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Policy Group Accounts
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Policy Enrollments
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Policy Enrollment Medicare Details (including all the child entities and details)
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Policy Enrollment Insurable Classes
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Policy Enrollment Products
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Policy Enrollment Product Medicare Details (including all the child entities and details)
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Policy Add-ons
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Parameter Values
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Creates a policy status history for status Edit for the newly created policy version
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Sets the indicator Last Version of the policy to true for the newly created policy
Change event rules are not executed when the new version of policy is created |
For Policies in the Pended Status
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Creates a policy status history for status Edit
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Creates Policy Pend History records for status Edit for all pend reasons that are attached to the policy
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The Resolved By and Resolved Date Time attributes of the Policy Pend History records of the most recent Policy Status History for status Pended are not set (because they are not yet resolved)
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Pend reasons that are attached to the policy will remain on the policy (unresolved)
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Response Messages
This operation will provide HTTP status codes as defined in Response Messages.
Success
HTTP Status 200 after the operation is completed successfully, request is redirected to policies API and a resource representation of the new or updated policy version (now latest) is returned.
Failure
If an error occurs, the appropriate HTTP status code is returned and a notification is sent containing error details. This way, the operation can be executed again after the reason for failure has been fixed.
The following operation specific error can occur:
Code |
Severity |
Message Text |
POL-HTTP-014 |
Fatal |
To change the policy status back to edit, the policy must be in status Approved, Canceled or Pended and is the latest version. |
POL-IP-POLI-027 |
Fatal |
Unresolved pend reasons exist and you don’t have the privileges to resolve them. |
Authorization
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The above described operation is protected by access restriction "policies.toedit IP"
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Read grant must also be given to the access restriction "policies API"
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If the access to a policy is restricted by a data access group restriction, then to perform this operation on that policy also a grant for that data access group restriction must be provided with the Create and Update flag set