***** Guidewire Policy Center *****
Module 01: Introduction to Policy Center
- Introduction to Policy Center
- Policy Center Overview
- Policy File, Account
- Policy Transactions
Module 02: Policy Transactions
- Submissions 1: Quick Quotes
- Submissions 1: Full Application Quotes
- Renewals
- Policy Changes
- The cancellation transaction set
- Out-of-Sequence Transactions
- Merging and Splitting Accounts
- Documents, Notes, Forms
Module 03: The Product Model
- Introduction to Product Model
- Products and Policy Lines
- Availability, Coverage
- Coverage Term, Modifier
- Question Sets
Module 04: Policy Centre Configuration
- Introduction to Policy Centre Config
- Policy Center Data Model
- Location Group and Pages
- Job Wizard, Job Lifecycle
- Activities, Creating and Assigning Activities
Module 05: Revisioning
- Concepts of Revisioning
- Contacts and Location
Module 06: UW Authority
- Introduction to Underwriting Authority
- Config of Underwriting Authority
Module 07: Validation and Validation Rules
Module 08: Rating
- Costs and Financial Transactions
- Rate Table, Rate Books
- Rate Routines and Parameters Set
- Real Time Scenarios
*****Guidewire Claim Center*****
Module 09: The Claim File
- The ClaimCenter Data model
- The Claim file
Module 10: Claims Process and Introduction to Intake
- Claims processing - Business perspective
- Claims processing – Functional perspective
- The Claim intake process
- Automated claim setup
- New claim validation
Module 11: ClaimCenter Demo
- Demonstration of Claim Center functionality
Module 12: Introduction to ClaimCenter Configuration
- ClaimCenter data model
- ClaimCenter user interface
- ClaimCenter rules
- Importing data into ClaimCenter
Module 13: Configuration Location Groups
- Location group basics
- Location group configuration
- Page configuration
Module 14: Configuring Wizards
- Wizard basics
- Wizard configuration
- Wizard step configuration
Module 15: Configuration Claim Setup
- Claim setup basics
- Pre-setup rules
- Segmentation rules
- Workplan rules
- Exposure and activity setup
Module 16: Configuring LOB Type lists
- Line of Business model
- The LOB type lists
- The LOB editor
Module 17: Configuring LOB User Interface
- LOB model and the User Interface
- Configuring exposure types
- Configuring new exposure menu behavior
Module 18: Configuring Validation Rules
- Types of validation
- Validation rule basics
- Validation rules in the user interface
- Warnings and errors
- Identifying invalid fields
Module 19: Configuring Permissions
- ClaimCenter security functionality
- Checking system permissions in Gosu
- Creating system permissions
- Application permission keys
Module 20: Contact roles
- Contact roles
- Categorizing contact
- Contact role configuration
- Contact role type constraints
- Entity role constraints
Module 21: ClaimContact Widgets
- ClaimContact widget basics
- Configuring ClaimContact widgets
Module 22: Introduction to Transaction Rules
- Transaction basics
- Transaction data model
- Transaction and Gosu
- The Financial Calculations Library
Module 23: Configuring Transaction Validation Rules
- Transaction and check life cycles
- Transaction validation basics
- Transaction validation rules
Module 24: Configuring Transaction Approval Rules
- Transaction approval basics
- Authority limits
- Transaction approval rules
- Approval routing rules
***** Billing Center *****
Module 25: Application Fundamentals
- Introduction to BillingCenter
- The BillingCenter User Interface
- The Billing Process
- User Interface with BillingCenter
- Accounts
Module 26: Billing Wizards
- Billing Instructions, Policies, Invoice Streams
- How Charges are Invoiced
- Invoicing Life Cycle
- Payments
- Payment Corrections and Credit Distributions
- Walkthrough with OOTB Billing Center
- Walkthrough of Direct, Agency Bill
- Overview of Billing flows
Module 27: Claim Exposure/Reserves
- Producers
- Commissions and Producer Maintenance
- Disbursements
- Delinquency
- Trouble Tickets and Activities
- Walkthrough of creating Producers
- Walkthrough of Disbursement, Delinquency
Module 28: Management and Configuration
- Security
- Configuring BillingCenter
- Permissions
Module 29: Agency Billing
- Introduction to Agency Bill
- Agency Bill Cycles and Statement Bill
- Statement Bill Payments
- Agency Bill Cycles and Account Current
- Account Current Promises and Payments
Module 30: Configuration Fundamentals
- Introduction to Guidewire Configuration
- Extending Base Entities
- Creating New Entities
- Subtypes, Typelists
- Creating Custom Entities
- Extending OOTB Entities
Module 31: User Interface
Module 32: Gosu
- Introduction to Gosu
- Business Rules
- Gosu Queries
Module 33: Further Study
- Popups 2: Create New Pop ups
- Dynamic Dropdowns
- Field Level Validation
- Enhancements
- Creating Custom Popup
- Creating Custom Enhancements
Module 34: Advanced UI Functionality
- Entity Names
- Dependent Dropdowns
- Partial Page Update
Module 35: Integration Fundamentals
- Introduction to Guidewire Integration
- Gosu For Integration
- Gosu Bundles
- Plugins Predefined
- Gosu Queries
- Writing Custom Bundles
- Running with new bundle
- Working with existing bundle
Module 36: Web Service
Module 37: Messaging
- Messaging Sending
- Messaging Acknowledging
Module 38: Batch Process
- Batch Process
- Integration Point Authentication
- Integration Point Policy Retrieval
- Claim Process + Intake
- Claim Center Data Model
- Claim File
- Hands on Exercise
********* PROJECT – Implement Guidewire for a Live Project
Introduction to Project Use Case
- Implement Guidewire for a Live Project.
Module 39: Project Work – Build Guidewire Components
- Understand the project requirement & come up with functional Design
- Configure Guidewire Components as per requirements.
- Test the setups
Module 40: Guidewire Certification Guidance
- Explain various Guidewire Certification Options
- Discuss Important Guidewire Certification Exam Questions
- Prepare for Guidewire Certification
Module 41: Resume Preparation, Interview and Job Assistance
- Prepare Crisp Resume as Guidewire Specialist
- Discuss common interview questions in Guidewire
- Provide Job Assistance