BriteCore Policies core concepts

Revisions

A revision is the foundation of a policy and tracks the changes to a policy over time, including written premium. The following revision states indicate whether the revision’s information is in effect:

Revision StateMeaning
CommittedThe data associated with the revision is in effect and reportable
OpenThe data associated with the revision is in progress and, therefore, is neither in effect nor reportable
PendingThe data associated with the revision is in progress and, therefore, is neither in effect nor reportable
ArchivedThe data associated with the revision was at one time in effect and is reportable

If a revision is archived but revisions.deleted=1, then the data associated with the revision will not be reportable.

Policy status

Policy status indicates the current state of the policy and appears on each revision. To determine the current status of a policy, view the policy status on the most recent revision. The table below summarizes BriteCore’s policy statuses and their meanings.

StatusMeaning
PolicyActivePolicy may be in effect

• If the revision is committed, the policy and/or endorsement is in effect

• If the revision is not committed, the policy and/or endorsement is not in effect

CanceledPolicy is not in effect
Cancellation PendingPolicy is currently in effect but will not be as of a future date
ExpiredPolicy was non-renewed and is not in effect
Quote

or

Application

UnsubmittedQuote or application has not been submitted by the agent from the Agent Portal
SubmittedApplication submitted but pending processing by an underwriter
RejectedApplication rejected by an underwriter