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Insurance
Example: Create a Custom Flow for Underwriting Rule Evaluation

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Example: Create a Custom Flow for Underwriting Rule Evaluation

Set up a flow to trigger underwriting rule evaluation. This flow uses an Apex class to call the Underwriting Rules Invoke API directly from the Quote record.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Digital Insurance Platform

This example shows the basic approach to executing underwriting rules. You can customize the flow and API behavior based on your business needs.

  1. Create an Apex class to send the Quote ID and To Stage values from a flow to the Insurance Underwriting Rules Invoke API. This class sends a POST request to the Underwriting Rules Invoke API, and returns the underwriting rule API names and their execution status.
  2. Create a custom screen flow to take user inputs and evaluate underwriting rules.
    Element Type Element Name Components Description
    Screen Enter Inputs

    Text Input: Quote ID

    Text Input: To Stage

    		 Collects user inputs for the flow.
    Action Send POST Request - Calls the Apex class to send a POST request to the Insurance Underwriting Rules Invoke API.
    Screen Display Results Display Text: Underwriting Rule Details Shows the API response from the Action element, which includes underwriting rule API names and their execution status.

    For rules that use Constraint Rules Engine, the API response also includes line item IDs and product details for items where the rule executed successfully.

    Underwriting Rules Custom Flow

  3. Create a custom button for the Quote object.
  4. From the Object Manager, link the custom button to the flow.

After product admins create a custom button and configure the custom flow, insurance reps can click the custom button and enter the required input to launch the flow.

 
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