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Underwriting Rule Groups
Underwriting rules are organized into groups based on object type and transition step. For example, Rule Group - Quote, Draft to Approved includes all rules that apply to the Draft to Approved stage transition for the Quote object.
- Define Condition Logic for Underwriting Rule Groups
Specify which underwriting rules must evaluate to true for a quote to transition to the target stage by defining condition logic. - Activate a Rule Group
By activating a rule group, you lock it to restrict editing existing rules and adding new ones.
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