Before creating underwriting rules, set up stage management, configure rule library, and
add the Underwriting Rules component to the Product details page.
Set Up Stage Management
Define how quotes progress through different stages in your business process. Create a
stage definition for the Quote object and configure stage transitions for each stage.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with
Digital Insurance Platform
User Permissions Needed
To configure Stage Management:
Stage Management Design User
To enable stage management for users:
Stage Management User
Note Before setting up Stage Management, create at least one record type
for the Quote object. If you create stage definitions without record types and add record types
later, the stage transitions and any rules based on those transitions become invalid.
Enable the Stage Management setting.
From Setup, in the Quick Find box, find and select Stage
Management.
Turn on Stage Management.
Create a stage definition.
From the Stage Management page, click New.
Enter a name for the stage definition.
In the Reference Object, select Quote.
In the Reference Object Field, select Status.
If needed, select a record type for the Quote object.
Save the stage definition.
Configure stage transitions to define stage movement for the Quote object. For example,
define the stage transition to move the quote from the Submitted stage to the Approved stage
and from the Submitted stage to the Rejected stage.
Click the name of the stage definition to open the definition in the Stage Management
console.
In the Stage Management console, to add a stage transition for the source stage, click
Add Stage Transition.
In Transition To, select the target stage.
Click Add.
Add stage transitions for all stages to create a stage transition plan for your business
process.
Activate the stage definition.
Configure Rule Library
Rule creation requires a rule library. This library stores and runs the rules in the
engine.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with
Digital Insurance Platform
From the App Launcher, find and select Rule Libraries.
Click New.
Enter a name and API name for the rule library.
Select the usage type as Underwriting.
Enter the context definition name. This is the developer name of the context definition
that is extended from InsuranceContext, for example, InsuranceContext.
Save the changes.
Add the Underwriting Rules Component to the Product Details Page
Use Lightning App Builder to add the Underwriting Rules Lightning web component to the
root product details page.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with
Digital Insurance Platform
User Permissions Needed
To add the Underwriting Rules component
Digital Insurance Product Administration
From the App Launcher, find and select Product Catalog
Management.
Select a root product.
On the root product details page, from Setup, select Edit
Page.
Add a new custom tab and give your tab a unique, descriptive label. For example,
Underwriting Rules.
In Lightning App Builder, drag the Underwriting Rules component to the new tab in the page
layout.
To choose how you want to activate the page, click Activation.
Select the APP, RECORD TYPE, AND PROFILE tab to assign the page to a combination of
Lightning apps, record types, and profiles.
To show the Underwriting Rules component only for root products, set the record type scope
to Product when adding assignments.
Save your changes.
Create Rule Evaluation Actions
Define actions for rule evaluation outcomes by using auto launched flows to automate
tasks like sending emails when a rule evaluates to true or false.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with
Digital Insurance Platform
Create actions for scenarios when a rule evaluates to true and when it evaluates to
false. Underwriting rules support only auto launched flows for rule evaluation actions. For
example, you can configure an auto launched flow with the Send Email core action to send a
success email when the rule evaluates to true and a failure email when it evaluates to
false.
In this example, admin sets up a flow to trigger a success email when the rule evaluates to
true
From Setup, in the Quick Find box, search for and select
Flows.
Click New Flow and select Start from
Scratch.
Click Next.
Select Auto Launched Flow (No Trigger) and click
Create.
In Flow Builder, add a new Send Email action element.
Provide the label and API name for your flow and specify email content and
recipients.
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