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Add Optional Coverage Eligibility Rules
When an optional coverage eligibility rule is invoked, the customer or agent sees only the available insurance products that meet this rule (that is, when the rule returns true).
In this example of an optional coverage eligibility rule, a small business insurance plan includes an optional coverage for business property. To be eligible for this optional coverage, the business property must be worth less than $1,000,000. The eligibility rule for this coverage looks like this:
BP.limitBusProperty < 1000000
The following services used in OmniScripts and Integration Procedures run optional coverage eligibility rules.
- InsProductService:getRatedProducts
Runs these rules by default. No need to set any remote options.
- InsProductService: runRules
Set
runEligibility=trueto run optional coverage eligibility rules. - InsQuoteService:getQuoteDetail
Runs these rules by default. No need to set any remote options.
Optional coverage eligibility rules are also run on the Quote UI when you:
-
Add an insured item.
-
Edit an insured item.
When you enter expressions into optional coverage rules, you'll see
isSelected appear in the type-ahead for all five kinds of
rules.
But isSelected is only evaluated on validation rules.
- On the insurance product page, click Coverages.
- Find the coverage you need to add an eligibility rule to. Make sure that Optional is selected.
- Select Eligibility Rules.
- In the Expression field, enter a formula to create your eligibility rule or rules.
- (Optional) Enter a note about this rule to tell other Vlocity administrators about this rule. Click the bubble icon and enter text. The note saves automatically.
- Click Save.
