UnderwritingRuleGroup

EvaluationCriteria

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The criteria used to evaluate the underwriting rule.

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.

ObjectName

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The name of the object to which the underwriting rules apply.
• Possible values:
  • InsurancePolicy
  • Quote

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description:

  This field is a polymorphic relationship field.

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

ProductId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The product associated with the underwriting rule.

  This field is a relationship field.

• Relationship Name: Product
• Refers To: Product2

RuleEngineType

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the rule engine that evaluates the underwriting rules in the group.

  Available in API version 67.0 and later.

• Default value: ConstraintEngine
• Possible values:
  • BusinessRuleEngine
  • ConstraintEngine

RuleSetApiName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The API name of the rule set that's created during the underwriting rule creation.

Status

• Type: picklist
• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Indicates the status of the underwriting rule group.

  Available in API version 67.0 and later.

• Default value: Draft
• Possible values:
  • Active
  • Draft
  • Inactive

StageTransition

• Type: string
• Properties: Create, Filter, Group, Sort, Update
• Description: The ID of the stage transition to which the underwriting rules apply.

StageTransitionName

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The name of the stage transition.

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.

UnderwritingRuleGroupHistory

History is available for tracked fields of the object.

UnderwritingRuleGroupOwnerSharingRule

Sharing rules are available for the object.

UnderwritingRuleGroupShare

Sharing is available for the object.