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Insurance
Rules Log

Rules Log

The Rules Log is a Lightning web component that shows the history of all the rules run that result in a state transition. These details help users understand how records have transitioned from one state to another.

Rules Log on Insurance Policy page

Rules Log Workflow

  1. Add the Rules Log to a Record Page

    Users and system admins can add the Rules Log Lightning web component to quotes, assets (policies), insurance policies, and claims.

  2. View the Rules Log

    The Rules Log shows a history of product underwriting (workflow) and state transition rule runs. For underwriting (workflow) rules, the log shows the history of rules run on a quote, policy, or claim. For state transition rules, the log shows the history of rules run on any object.

  • Add the Rules Log to a Record Page
    Salesforce admins can add the Rules Log Lightning web component to quotes, assets (policies), insurance policies, and claims.
  • View the Rules Log
    The Rules Log shows a history of product underwriting (workflow) and state transition rule runs. For underwriting (workflow) rules, the log shows the history of rules run on a quote, policy, or claim. For state transition rules, the log shows the history of rules run on any object.
 
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