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 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:
# | Transition | Description | |
---|---|---|---|
1 |
Edit |
In Process |
The policy is submitted for processing. |
2 |
In Process |
Edit |
|
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. |