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Example: Create a User Profile-Based Rule

Example: Create a User Profile-Based Rule

The admin creates a UserProfileRule to automatically set the Comprehensive Coverage Deductible to $250 when a user with the Broker profile selects Comprehensive Coverage.

  1. In the New Configuration Rule page, specify these details:
    Name UserProfileRule
    Start Date and Time Current date
    Status Active
  2. Click Next.
  3. In the Rule Criteria page, specify these details:
    Scope Details
    • Rule Scope: Bundle
    • Product Bundle: Motor Vehicle Bundle
    Conditions
    • Resource: Product
    • Operator: Equals
    • Value: Comprehensive
    • Field: UserProfile
    • Operator: Equals
    • Value: Broker
    Actions
    • Action: Set Attribute
    • Product: Comprehensive
    • Attribute: Comprehensive Deductible
    • Operator: Equals
    • Value: $250
    • Message Type: Informational
    • Message: The Comprehensive Deductible is set to $250 for the Broker profile.
  4. Save your changes.
 
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