Guidewire
Certification
Training Course

Module 1: Introduction to Guidewire Policy Center

• Introduction to PolicyCenter
• PolicyCenter Overview
• Policy File, Account
• Policy Transactions

Module 2: Policy Transactions Fundamentals

• 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 3: The Product Model

• Introduction to Product Model
• Products and Policy Lines
• Availability, Coverage
• Coverage Term, Modifier
• Question Sets

Module 4: PC Configuration Basics

• Introduction to PC Configuration
• Policy Center Data Model
• Location Group and Pages
• Job Wizard, Job Lifecycle
• Activities, Creating and Assigning Activities

Module 5: Revisioning

• Concepts of Revisioning
• Contacts and Location

Module 6: UW Authority

• Introduction to Underwriting Authority
• Config of Underwriting Authority

Module 7: Rating

• Costs and Financial Transactions
• Rate Table, Rate Books
• Rate Routines and Parameters Set
• Real Time Scenarios and 6 Month Post Training Support

Module 1: The Claim File

• The ClaimCenter data model
• The claim file

Module 2: Claims Process and Intro to Intake

• Claims processing – Business perspective
• Claims processing – Functional perspective
• The claim intake process
• Automated claim setup
• New claim validation

Module 3: ClaimCenter Demo

• Demonstration of ClaimCenter functionality

Module 4: Introduction to Claimcenter Configuration

• ClaimCenter data model
• ClaimCenter user interface
• ClaimCenter rules
• Importing data into ClaimCenter

Module 5: Configuring Location Groups

• Location group basics
• Location group configuration
• Page configuration

Module 6: Configuring Wizards

• Wizard basics
• Wizard configuration
• Wizard step configuration

Module 7: Configuring Claim Setup

• Claim setup basics
• Pre-setup rules
• Segmentation rules
• Workplan rules
• Exposure and activity setup

Module 8: Configuring LOB Typelists

• Line of business model
• The LOB type lists
• The LOB editor

Module 9: Configuring LOB User Interface

• LOB model and the user interface
• Configuring exposure types
• Configuring new exposure menu behavior

Module 10: Configuring Validation Rules

• Types of validation
• Validation rule basics
• Validation rules in the user interface
• Warnings and errors
• Identifying invalid fields

Module 11: Configuring Permissions

• ClaimCenter security functionality
• Checking system permissions in Gosu
• Creating system permissions
• Application permission keys

Module 12: Contact Roles

• Contact roles
• Categorizing contact
• Contact role configuration
• Contact role type constraints
• Entity role constraints

Module 13: ClaimContact Widgets

• ClaimContact widget basics
• Configuring ClaimContact widgets

Module 14: Intro to Transaction Rules

• Transaction basics
• Transaction data model
• Transactions and Gosu
• The Financial Calculations Library

Module 15: Configuring Transaction Validation Rules

• Transaction and check life cycles
• Transaction validation basics
• Transaction validation rules

Module 16: Configuring Transaction Approval Rules

• Transaction approval basics
• Authority limits
• Transaction approval rules
• Approval routing rules

Module 1: Application Fundamentals

• Introduction to BillingCenter
• The BillingCenter User Interface
• The Billing Process
• User Interaction with BillingCenter
• Accounts

Module 2: Billing Wizards

• Billing Instructions, Policies, Invoice Streams
• How Charges Are Invoiced
• Invoicing Life Cycle
• Payments
• Payment Corrections and Credit Distributions
• Practice with OOTB Billing Center
• Practice of Direct, Agency Bill
• Overview of Billing flows

Module 3: Claim Exposure/Reserves

• Producers
• Commissions and Producer Maintenance
• Disbursements
• Delinquency
• Trouble Tickets and Activities
• Practice of creating Producers
• Practice of Disbursement, Delinquency

Module 4: Management and Configuration

• Security
• Configuring BillingCenter
• Permissions

Module 5: 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 6: Configuration Fundamentals

• Introduction to Guidewire Configuration
• Extending Base Entities
• Creating New Entities
• Subtypes
• Typelists
• Creating Custom Entities
• Extending OOTB Entities

Module 7: Gosu

• Introduction to Gosu
• Business Rules
• Gosu Queries

Module 8: Further Study

• Popups 2: Create New Pop ups
• Dynamic Dropdowns
• Field Level Validation
• Enhancements
• Creating Custom Popup & Enhancements

Module 9: Advanced UI Functionality

• EntityNames
• Dependent Dropdowns
• Partial Page Update

Module 10: Integration Fundamentals

• Introduction To Guidewire Integration
• Gosu For Integration
• Gosu Bundles
• Plugins Predefined
• Writing Custom Bundles
• Running with new bundle
• Working with existing bundle

Module 11: Messaging

• Messaging Sending
• Messaging Acknowledging

Module 12: Batch Process

• Batch Process
• Integration Point Authentication
• Integration Point Policy Retrieval
• Claim Process + Intake
• Claim Center Data Model
• Claim File

Module 13: Doubt Clearing Session

• Any Concern & Blockers
• Any Carried Forward From Previous Day

Module 14: Lab Exercises Validation

• Setting Up Environment
• End to End Flow Demo