The review_should_trigger_policy_state setting controls the automatic change of the policy state when a review is declined through quoting. This setting helps manage the policy lifecycle more efficiently by ensuring that declined reviews lead to a clear policy status.
Options:
- True: When a review is declined, the policy status is automatically set to "Rejected", and if the policy is later returned to "Unsubmitted", the review system will be reset.
- False: The policy status will not automatically be changed to "Rejected" when a review is declined, and the review system will not be reset when the policy is turned back to "Unsubmitted".
Effect of Setting:
- True: If a review is declined, the system will automatically update the policy state to "Rejected", ensuring that declined policies are appropriately tracked. If the policy is then moved back to the "Unsubmitted" state, the review process will be reset, allowing for a fresh review process.
- False: No automatic policy state change occurs when a review is declined, and the review system will remain as it is if the policy is turned back to "Unsubmitted".
How to Configure the Setting:
- Navigate to the Advanced Settings section.
- Locate the review_should_trigger_policy_state setting.
- Set it to True or False, depending on your preferred behavior.
- Save your changes.