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Insurance
Create an Underwriting Rule with Business Rules Engine

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Create an Underwriting Rule with Business Rules Engine

Define an underwriting rule with conditions that the Business Rules Engine evaluates. Specify up to five conditions per rule, and configure actions for both true and false evaluations.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Digital Insurance Platform
Permission set license Description
Digital Insurance Product Administration Allows users to create underwriting rules.
Industries Stage Management Addon
User Permissions Needed
To access objects and interfaces required to configure underwriting rules Fulfilment Designer

To take action when underwriting rules evaluate to true or false, create the relevant flows before you define the rules.

  1. From the App Launcher, find and select Product Catalog Management.
  2. Select a root product.
  3. From the root product details page, click the Underwriting Rules tab.
  4. Click New Rule.
  5. Select the object type as Quote.
  6. If needed, select a record type.
  7. Select a transition step that specifies the object's transition from one state to another if the rule evaluates to true.
    For example, a quote can move from the Approved stage to the Issued stage. The Stage Management configuration determines the possible transitions for the selected object type and record type.
  8. In Rule Engine Type, select BusinessRuleEngine.
  9. Enter a name and description for the underwriting rule.
  10. Select the rule status. The rule engine runs only the active rules.
  11. Select a start and end date.
  12. Click Next.
  13. Make sure that the Root Product matches the product you're creating the rules for.
  14. In Scope, click Search Products and select a product in the root product hierarchy. For example, if the hierarchy includes Auto and Driver, you can set the scope to either Auto or Driver. If the scope is Driver, you can define rule conditions for Driver and its direct ancestors in the product hierarchy.
  15. Specify the rule conditions.
    1. In Value, select a product. This field includes the product selected in Scope and its direct ancestors in the root product hierarchy.
    2. To define criteria against the attributes of the product selected in Value, click Add Attribute. Each rule supports up to 5 conditions and 5 sub-conditions. Only the AND operator is supported between conditions. The rule runs only when all the conditions are met.
    3. Click Add Field to define criteria against the context fields. The context fields are retrieved from the context definition linked to the rule library.
  16. Click Next.
  17. Click Add Action to define actions performed when the rule evaluates to true and when it evaluates to false.
    1. Select the rule evaluation type: True or False.
    2. Enter an action name.
    3. In Action Type, select Automated Flow.
    4. Enter the Flow Definition API name to trigger the predefined flow.
  18. Save your changes.
 
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