Socotra
Feature GuidePolicy Management

Policy Continuations

Policy continuations facilitate unsafe policy changes, meaning changes that could result in conflicts with existing policy data.

When a policy continuation is executed for a given policy, a new policy is created with a new product type. The original policy is called a continued policy, and the new policy is called a continuation policy. This process essentially archives the original policy and avoids the need for unsafe policy changes and configuration versioning.

Continuation policies are constructed using the Continuation Plugin.

Use Cases

The policy continuations feature is designed to support the following use cases:

  • Cancelling and rewriting policies
  • Transfering policies between accounts
  • Upgrading policies from one product to another
  • Flat cancellation
  • Updating immutable policy data such as timezone and duration basis
  • Avoiding the need for configuration versioning

Configuration

Each ProductRef configuration object contains a configurationFor property that can be used to specify which products are continued by a given product.

The following configuration example defines the StandardAuto product as the continuation for the PersonalAuto and CommercialAuto products:

{
	"products": {
		"StandardAuto": {
			"continuationFor": ["PersonalAuto", "CommercialAuto"]
		}
	}
}

Execution

Once your configuration changes have been deployed, policy continuations can be executed by issuing a policy transaction containing a continuation change instruction for your target policy.

The continuation policy will be constructed based on the

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