Newer Version Available

This content describes an older version of this product. View Latest

Insurance Update Underwriting Rules Input

Update Underwriting Rule Input Representation
JSON example
1{
2       "name": "Automatically Approve Quote",
3       "apiName": "approveQuoteBasedonComprehensiveCoverageDeductibles",
4       "effectiveFromDate": "2024-05-30T10:30:00",
5       "effectiveToDate": "2024-11-01T10:30:00",
6       "productPath": "01tDR000000EMslYAG/11BDR00000000T72AI", // "Auto Gold/Auto Vehicle"
7       "ruleCriteria": [ // ruleCrieteria will be replaced as a whole. Updating only one condition is not supported
8       {
9       "conditions": [
10       {
11       "contextTagName": "SalesTransactionItemAttribute",
12       "operator": "LessThan",
13       "conditionIndex": 1,
14       "attributeName": "Annual Milage",
15       "attributePicklistValueId": null,
16       "type": "Attribute",
17       "attributeId": "0tjDR00000000VGYAY",
18       "dataType": "Number",
19       "values": [
20       "50000"
21       ]
22       }
23       ],
24       "rootObjectId": "01tDR000000EMslYAG", // Auto Gold.
25       "productRelatedComponent" : // Need More details on it.
26       "criteriaIndex": 1,
27       "sourceContextTagName": "ProductBasedOn",
28       "sourceOperator": "Equals",
29       "sourceDataType": "String",
30       "sourceValues": [
31       "11BDR00000000T72AI" // Auto Vehicle.
32       ]
33       },
34       {
35       "conditions": [
36       {
37       "contextTagName": "SalesTransactionItemAttribute",
38       "operator": "LessThan",
39       "conditionIndex": 1,
40       "attributeName": "Comprehensive Deductible",
41       "type": "Attribute",
42       "attributePicklistValueId": null,
43       "attributeId": "0tjDR00000000UaYAI",
44       "dataType": "Number",
45       "values": [
46       "$5000"
47       ]
48       }
49       ],
50       "rootObjectId": "01tDR000000EMslYAG", // Auto Bundle
51       "productRelatedComponent" : // Need More details on it.
52       "criteriaIndex": 2,
53       "sourceContextTagName": "Product",
54       "sourceOperator": "Equals",
55       "sourceDataType": "String",
56       "sourceValues": [
57       "01tDR000000EMsoYAG" // Comprehensive Product.
58       ]
59       }
60       ],
61       // EvaluationSuccessTaskGroup and EvaluationFailureTaskGroup are opitional
62       // Fulfillment plan design time entities will be created.
63       "EvaluationSuccessTaskGroup": // Create FulfillmentStepDefinitionGroup records
64       {
65       "name": "QuoteApproveSuccessTaskGroup",
66       "taks": [ // create FulfillmentStepDefinition records
67       {
68       "name": "KYC check flow", // FulfillmentStepDefinition API Names
69       "type": "AutoTask",// FulfillmentStepDefinition type
70       "flowApiName": "KYC check flow", // Flow API Names
71       }
72       ]
73       },
74       "EvaluationFailureTaskGroup": //Similar to EvaluationSuccessTaskGroup
75       {
76       "name": "QuoteApproveFailureTaskGroup",
77       "taks": [
78       {
79       "name": "Vehicle ineligible",
80       "type": "AutoTask",
81       "flowApiName": "Mail Notification - Vehicle ineligible",
82       }
83       ]
84       }
85       }
Properties
Name Type Description Required or Optional Available Version
description String Description of the underwriting rule. Optional 63.0
effectiveFromDate String Date from which the underwriting rule is effective. Optional 63.0
effectiveToDate String Date until which the underwriting rule is effective. Optional 63.0
evaluationFailureTaskGroup Evaluation Task Group Input[] Input details for failed evaluation tasks. Optional 63.0
evaluationSuccessTaskGroup Evaluation Task Group Input[] Input details for successful evaluation tasks. Optional 63.0
name String Name of the underwriting rule. Optional 63.0
productPath String Name of the product path. Optional 63.0
ruleCriteria Insurance Rule Criteria Input[] Rule criteria for the underwriting rule. Required 63.0
status String Status of the underwriting rule. Possible values are:
  • Active
  • Inactive
  • Draft
Optional 63.0