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Create underwriting rules to control quote stage transitions. The quote progresses to the target stage if the root product meets the specified criteria. Define underwriting rules that use Business Rules Engine or Constraint Rules Engine for their evaluation.
| 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 |
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