name: guidewire-core-workflow-a description: 'Execute Guidewire primary workflow: Policy lifecycle in PolicyCenter.
Use when implementing quoting, binding, issuing, endorsing, or renewing policies.
Trigger: "policycenter workflow", "create policy", "bind submission", "issue policy".
' allowed-tools: Read, Write, Edit, Bash(curl:*), Grep version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:
- saas
- insurance
- guidewire compatibility: Designed for Claude Code
Guidewire Core Workflow A: Policy Lifecycle
Overview
The complete policy lifecycle in PolicyCenter: account creation, submission, quoting, binding, issuance, endorsements, and renewals via Cloud API.
Policy Lifecycle States
Account -> Submission -> Quote -> Bind -> Issue -> In-Force
|
Endorse / Renew / Cancel
Instructions
Step 1: Create Account
const account = await fetch(`${GW_PC}/account/v1/accounts`, {
method: 'POST', headers,
body: JSON.stringify({
data: { attributes: {
accountHolderContact: {
firstName: 'John', lastName: 'Smith',
primaryAddress: { addressLine1: '123 Main St', city: 'Atlanta', state: 'GA', postalCode: '30301' },
dateOfBirth: '1985-03-15',
},
producerCodes: [{ id: 'pc:100' }],
}}
}),
}).then(r => r.json());
console.log(`Account: ${account.data.attributes.accountNumber}`);
Step 2: Create Submission
const submission = await fetch(`${GW_PC}/job/v1/submissions`, {
method: 'POST', headers,
body: JSON.stringify({
data: { attributes: {
account: { id: account.data.id },
baseState: 'GA', effectiveDate: '2025-04-01',
product: { code: 'PersonalAuto' },
producerCode: { id: 'pc:100' },
}}
}),
}).then(r => r.json());
Step 3: Quote -> Bind -> Issue
// Quote the submission
await fetch(`${GW_PC}/job/v1/submissions/${submission.data.id}/quote`, { method: 'POST', headers });
// Bind
await fetch(`${GW_PC}/job/v1/submissions/${submission.data.id}/bind`, { method: 'POST', headers });
// Issue
await fetch(`${GW_PC}/job/v1/submissions/${submission.data.id}/issue`, { method: 'POST', headers });
console.log('Policy issued successfully');
Error Handling
| Error | Cause | Solution |
|---|---|---|
Cannot quote | Missing coverages/vehicles | Add required data before quoting |
UW hold | Underwriting referral | Process UW approval in PolicyCenter |
Rating error | Rate table issue | Check product configuration |
For detailed Gosu and API examples, see: implementation guide
Resources
Next Steps
For claims processing, see guidewire-core-workflow-b.