Best Practices for Bulk Policy Renewals

Learn best practices and avoid common issues to run bulk policy renewal jobs efficiently.

Do's:

• Validate all request-level input parameters before invoking the batch job. If any parameter is incorrect, all policies in the request fail with the same error, causing delays and failures.
• Assign a unique job identifier for each batch job request to simplify the monitoring and tracking of different batch job requests.
• If the batch request requires different inputs (for example, different PriceBooks based on product types), configure them in the batch job flow before invoking the renewInsurancePolicies action.
• Make sure that any required custom fields for renewal quote creation are populated in the pre-step flow. These fields must have corresponding object mappings in the context definition.

Don'ts:

• Don't change the effective start date and effective end date in the pre-processing flow. If they're changed in the context, these values aren't applied during renewal.
• Because the batch process is single-threaded, keep the flow lightweight to avoid performance issues during bulk renewal execution.