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:

Table 1. Policy Statuses
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 pending due to an irregularity with the policy; processing is suspended

Pending File Review

The policy pending because the enrollment file, in which the policy was included, is still under review

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:

600
Table 2. Status Transitions
# Transition Description

1

Edit

In Process

The policy is submitted for processing.

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

The user accepts the pended policy and submits the policy for further processing.

6

Pended

Edit

The 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

The approved policy is set back to the Edit status. A new version of the policy is created.

8

Edit

Approved

The policy is reverted to its previous version.

9

Approved

Canceled

The approved policy is canceled via the user interface or the API.

10

Edit

Canceled

The pended policy is canceled via the user interface or the API.

11

Canceled

Edit

The canceled policy is set back to the Edit status.

12

In Process

Pending File Review

The policy has reached the step in the process where the enrollment file status is evaluated and the enrollment file has not yet been accepted.

13

Pended

Canceled

The pended policy is canceled via the user interface or the API.

14

Pending File Review

Edit

The 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.

15

Pending File Review

In Process

The enrollment file has been accepted and the policy continues processing.

16

Pending File Review

Cancelled

The pended policy is canceled via the user interface or the API.