Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Scope of Rule Evaluations

Scope of Rule Evaluations

Editing root items, insured items, insured item parties, or coverages can change how optional coverage rules evaluate.

Note
Note

A node is a root item, insured item, or insured party item.

Edit a Root Item, Insured Item, or Insured Party Item

The impact of an edit starts from the edited node and extends to all its lower-level nodes with at least one optional coverage defined in its product configuration. Any optional coverages that belong to lower-level nodes can reference the edited node's attributes in its rule expressions. This is a top-down traversal.

Note
Note

"All coverages" means all optional coverages defined in the insured item’s, insured party item’s, or root item’s product configuration.

Example 1

You edit a grandchild insured item (Building 1). All coverages for Building 1 re-evaluate because the node above them (Building 1) changed.

The coverages for Building 1 re-evaluate.

Example 2

You edit a child insured item (Location). All coverages for the location and the buildings (grandchild insured items) at the Location re-evaluate because the top-level node (Location) changed.

The coverages for the location, Building 1 and Building 2 re-evaluate.

Edit a Coverage

From the edited coverage, we can find the node it’s associated with. The impacted nodes are from this node to all its lower-level nodes with at least one optional coverage defined in its product configuration. Any optional coverages that belong to lower-level nodes can reference the edited node's attributes in its rule expressions. This is a top-down traversal.

Note
Note

"All coverages" means all optional coverages defined in the insured item’s, insured party item’s, or root item’s product configuration.

Example

You edit the coverage on a child insured item (Location). All Location coverages and all coverages for the buildings (grandchild insured items) at the Location re-evaluate because coverage at the top-level node (Location) changed.

Coverages for the location, Building 1, and Building 2 re-evaluate.

 
Loading
Salesforce Help | Article