Loading
PHP Vulnerability Monitoring Read More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Insurance
Track the Results of Underwriting Rule Evaluations

You are here:

  1. Salesforce Help
  2. Docs
  3. Digital Insurance

Track the Results of Underwriting Rule Evaluations

View the history of underwriting rule execution on the Stage Transition Underwriting Evaluations page.

Required Editions

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

Before you review the rule evaluation results, enable the Stage Transition Underwriting Evaluations tab.

  1. Enable the Stage Transition Underwriting Evaluations tab.
    1. From Setup, in the Quick Find box, enter users and then select Profiles.
    2. Select the Edit link next to the custom profile that you want to update.
    3. Scroll down to Tab Settings and select Default On for Stage Transition Underwriting Evaluations.
  2. From the App Launcher, find and select Stage Transition Underwriting Evaluations.
  3. Review rule evaluation details including the reference object, evaluation result, date and time, state transition, and the engine type used for evaluation.

    For rules that use Constraint Rules Engine, evaluation records include line item details showing which items were evaluated successfully. Line item details include the line item record ID, product ID, custom product name, and product instance identifier.

 
Loading
Salesforce Help | Article