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Underwriting Rule Groups
Underwriting rules are organized into groups based on object type and transition step. All rules in a group use the same engine type: Business Rules Engine or Constraint Rules Engine.
For example, Rule Group - Quote, Draft to Approved includes all rules that apply to the Draft to Approved stage transition for the Quote object.
Engine Type
Every underwriting rule for a root product and stage transition must use the same engine type. You can't mix engine types within the same transition. Existing rule groups without an explicit engine type default to Business Rules Engine.
Engine Consistency
All underwriting rules for a root product and stage transition must use the same engine type. In multi-root quotes, all root products must also use the same engine type for a given stage transition. A runtime exception occurs if this requirement isn't met.
Status Behavior for Constraint Rules Engine Groups
Group status is managed independently. The system still executes inactive rules in an active group, but ignores their results. If all rules in a group are inactive, no rules execute for that transition. This approach supports gradual rule phase-out without disrupting the evaluation flow.
- 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.
