Insurance Create Underwriting Rules Input

1{
2       "name": "Automatically Approve Quote",
3       "apiName": "approveQuoteBasedonComprehensiveCoverageDeductibles",
4       "effectiveFromDate": "2024-05-30T10:30:00",
5       "effectiveToDate": "2024-11-01T10:30:00",
6       "status": "Draft",
7       "description": "Rule description”,
8       "underwritingRuleGroup": {
9       "underwritingRuleGroupId": "1KQ000000MKJIK", // Optional,
10       // if underwritingRuleGroupId exist, then use it as parent instead of create a new record.
11       "stageTransitionId": "0jjDR00000000VGAAA", // State Transition id.
12       "stageTransitionName": "Draft to Approved",
13       "objectType": "Quote",
14       "recordType": "--Master--",
15       "fromStage": "Draft",
16       "toStage": "Approved",
17       "rootProductId": "01tDR000000EMslYAG" // Auto Gold.
18       "criteriaExpression": "1" // Exmple "(1 AND 2) OR 3" if more than 1 rules.
19       }
20       "productPath": "01tDR000000EMslYAG/11BDR00000000T72AI", // "Auto Gold/Auto Vehicle"
21       "sequence": 1,
22       "ruleCriteria": [
23       {
24       "conditions": [
25       {
26       "contextTagName": "SalesTransactionItemAttribute",
27       "operator": "LessThan",
28       "conditionIndex": 1,
29       "attributeName": "Annual Milage",
30       "attributePicklistValueId": null,
31       "type": "Attribute",
32       "attributeId": "0tjDR00000000VGYAY",
33       "dataType": "Number",
34       "values": [
35       "50000"
36       ]
37       }
38       ],
39       "rootObjectId": "01tDR000000EMslYAG", // Auto Gold.
40       "productRelatedComponent" : // Need More details on it.
41       "criteriaIndex": 1,
42       "sourceContextTagName": "ProductBasedOn",
43       "sourceOperator": "Equals",
44       "sourceDataType": "String",
45       "sourceValues": [
46       "11BDR00000000T72AI" // Auto Vehicle.
47       ]
48       },
49       {
50       "conditions": [
51       {
52       "contextTagName": "SalesTransactionItemAttribute",
53       "operator": "LessThan",
54       "conditionIndex": 1,
55       "attributeName": "Comprehensive Deductible",
56       "type": "Attribute",
57       "attributePicklistValueId": null,
58       "attributeId": "0tjDR00000000UaYAI",
59       "dataType": "Number",
60       "values": [
61       "$5000"
62       ]
63       }
64       ],
65       "rootObjectId": "01tDR000000EMslYAG", // Auto Bundle
66       "productRelatedComponent" : // Need More details on it.
67       "criteriaIndex": 2,
68       "sourceContextTagName": "Product",
69       "sourceOperator": "Equals",
70       "sourceDataType": "String",
71       "sourceValues": [
72       "01tDR000000EMsoYAG" // Comprehensive Product.
73       ]
74       }
75       ],
76       // EvaluationSuccessTaskGroup and EvaluationFailureTaskGroup are optional
77       // Fulfillment plan design time entities will be created.
78       "evaluationSuccessTaskGroup": // Create FulfillmentStepDefinitionGroup records
79       {
80       "name": "QuoteApproveSuccessTaskGroup",
81       "tasks": [ // create FulfillmentStepDefinition records
82       {
83       "name": "KYC check flow", // FulfillmentStepDefinition API Names
84       "type": "AutoTask",// FulfillmentStepDefinition type
85       "flowApiName": "KYC check flow", // Flow API Names
86       }
87       ]
88       },
89       "evaluationFailureTaskGroup": //Similar to EvaluationSuccessTaskGroup
90       {
91       "name": "QuoteApproveFailureTaskGroup",
92       "tasks": [
93       {
94       "name": "Vehicle ineligible",
95       "type": "AutoTask",
96       "flowApiName": "Mail Notification - Vehicle ineligible",
97       }
98       ]
99       }
100       }