StgTrnsUndwrEvaluation

EvaluationDateTime

• Type: dateTime
• Properties: Create, Filter, Sort, Update
• Description: The date and time at which rules were applied to the target object.

EvaluationResult

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The result of evaluation done on all rules for a transaction.

IsRuleEvaluationSuccessful

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the stage transition was successful (true) or not (false).
• Default value: false

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the underwriting rule.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The ID of the record owner.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Refers To: Group, User

ReferenceObjectId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The object for which the underwriting rule was evaluated.

  This field is a polymorphic relationship field.

• Relationship Name: ReferenceObject
• Refers To: InsurancePolicy, Quote

ReferenceObjectName

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The name of the object for which the underwriting rule was evaluated.

ReferenceObjectStatus

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The status of the reference object after the underwriting rule evaluation is completed.

StageTransition

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The stage transition ID for which the underwriting rule was evaluated.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

StgTrnsUndwrEvaluationHistory

History is available for tracked fields of the object.

StgTrnsUndwrEvaluationOwnerSharingRule

Sharing rules are available for the object.

StgTrnsUndwrEvaluationShare

Sharing is available for the object.