Individual skill
guidewire-core-workflow-a
Automate the PolicyCenter account→submission→quote→bind→issue→endorse→renew pipeline including the failure paths — underwriting issues blocking bind, quotes expiring before bind, referrals stuck pending approval, and mid-term endorsements that trigger unexpected premium audit recalculation. Use when building outbound integrations against PolicyCenter Cloud API (CRM-driven submission, broker-portal binding, automated renewal jobs). Trigger with "policycenter automation", "submission to bind", "policy renewal", "policy endorsement", "underwriting issue".
plugins/saas-packs/guidewire-pack/skills/guidewire-core-workflow-a/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Repository last updated
- Nov 12, 2026
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- guidewire Declared skill tag
- policycenter Declared skill tag
- underwriting Declared skill tag
- submission Declared skill tag
- renewal Declared skill tag
- endorsement Declared skill tag
- sales Derived category
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SKILL.mdcore · 12,595 bytesreferences/API_REFERENCE.mddoc · 6,618 bytesreferences/implementation-guide.mddoc · 8,981 bytes
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# Guidewire PolicyCenter Workflow
## Overview
Drive the PolicyCenter policy lifecycle through Cloud API and survive the state-transition failures that derail naive automation. This is the workflow used by broker portals to quote-and-bind, by CRMs to push submissions, and by renewal jobs to issue out-of-cycle. Assumes `guidewire-install-auth` provides the bearer token and `guidewire-sdk-patterns` provides the retrying client with checksum round-trip.
Five production failures this skill prevents:
1. **Bind on a quote with open UW issues** — quote API returns `200`, the `underwritingIssues[]` array is non-empty, the client ignores it, bind returns `422 rule-violation`.
2. **Bind on a stale quote** — quotes expire (default 30 days). A submission left open over a holiday returns `422 quote-expired` on bind.
3. **Orphaned submissions on partial failure** — submission → quote succeeds, bind fails, no rollback; the submission sits in `Quoted` status forever, blocking the next attempt.
4. **Renewal outside the renewal window** — calling renewal before the window opens (typically 60–90 days before expiration) returns `422 renewal-window-closed`.
5. **Endorsement premium drift** — mid-term endorsement recalculates premium against current rate plans, which may differ from the rate plan in force at policy inception. The numeric difference surprises downstream finance integrations.
