Insurance Workflow States

The Insurance document can have several states in Proliance. Each state indicates where the document is in its life cycle in Proliance. When you perform workflow actions on the document, the state of the document changes accordingly.

  State Description

1

Draft

A new insurance document is still in progress. It is not yet complete nor ready for activation.

For more information, see "Creating a New Insurance Policy".

2

Pending Activation

The insurance document has been submitted for review and activation. It can also indicate that a user is attempting to reactivate an inactive insurance document.

3

Active

The responsible user has activated the insurance document.

The typical insurance document remains in this state for most of its life cycle.

4

Inactive

The responsible user has deactivated the insurance document for whatever reason. The document is still present in the database, but is unavailable for use.

You can reactivate an inactive insurance document at any time. This places the document back into the Pending Activation state.