Insurance Create Underwriting Rules Input

Create 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       "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       "ruleKey": "UW__autoSilver__DraftToApproved__VehicleValueLessThan200K"
19       "criteriaExpression": "1" // Exmple "(1 AND 2) OR 3" if more than 1 rules.
20       }
21       "productPath": "01tDR000000EMslYAG/11BDR00000000T72AI", // "Auto Gold/Auto Vehicle"
22       "sequence": 1,
23       "ruleCriteria": [
24       {
25       "conditions": [
26       {
27       "contextTagName": "SalesTransactionItemAttribute",
28       "operator": "LessThan",
29       "conditionIndex": 1,
30       "attributeName": "Annual Milage",
31       "attributePicklistValueId": null,
32       "type": "Attribute",
33       "attributeId": "0tjDR00000000VGYAY",
34       "dataType": "Number",
35       "values": [
36       "50000"
37       ]
38       }
39       ],
40       "rootObjectId": "01tDR000000EMslYAG", // Auto Gold.
41       "productRelatedComponent" : // Need More details on it.
42       "criteriaIndex": 1,
43       "sourceContextTagName": "ProductBasedOn",
44       "sourceOperator": "Equals",
45       "sourceDataType": "String",
46       "sourceValues": [
47       "11BDR00000000T72AI" // Auto Vehicle.
48       ]
49       },
50       {
51       "conditions": [
52       {
53       "contextTagName": "SalesTransactionItemAttribute",
54       "operator": "LessThan",
55       "conditionIndex": 1,
56       "attributeName": "Comprehensive Deductible",
57       "type": "Attribute",
58       "attributePicklistValueId": null,
59       "attributeId": "0tjDR00000000UaYAI",
60       "dataType": "Number",
61       "values": [
62       "$5000"
63       ]
64       }
65       ],
66       "rootObjectId": "01tDR000000EMslYAG", // Auto Bundle
67       "productRelatedComponent" : // Need More details on it.
68       "criteriaIndex": 2,
69       "sourceContextTagName": "Product",
70       "sourceOperator": "Equals",
71       "sourceDataType": "String",
72       "sourceValues": [
73       "01tDR000000EMsoYAG" // Comprehensive Product.
74       ]
75       }
76       ],
77       // EvaluationSuccessTaskGroup and EvaluationFailureTaskGroup are optional
78       // Fulfillment plan design time entities will be created.
79       "evaluationSuccessTaskGroup": // Create FulfillmentStepDefinitionGroup records
80       {
81       "name": "QuoteApproveSuccessTaskGroup",
82       "tasks": [ // create FulfillmentStepDefinition records
83       {
84       "name": "KYC check flow", // FulfillmentStepDefinition API Names
85       "type": "AutoTask",// FulfillmentStepDefinition type
86       "flowApiName": "KYC check flow", // Flow API Names
87       }
88       ]
89       },
90       "evaluationFailureTaskGroup": //Similar to EvaluationSuccessTaskGroup
91       {
92       "name": "QuoteApproveFailureTaskGroup",
93       "tasks": [
94       {
95       "name": "Vehicle ineligible",
96       "type": "AutoTask",
97       "flowApiName": "Mail Notification - Vehicle ineligible",
98       }
99       ]
100       }
101       }

Properties

Name	Type	Description	Required or Optional	Available Version
`apiName`	String	Unique API name of the underwriting rule.	Required	63.0
`description`	String	Description of the underwriting rule	Optional	63.0
`effectiveFromDate`	String	Date from which the underwriting rule is effective.	Required	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	Required	63.0
`productPath`	String	Name of the product path.	Required	63.0
`ruleCriteria`	Insurance Rule Criteria Input[]	Rule criteria for the underwriting rule.	Required	63.0
`ruleKey`	String	Unique key for the variable defined in CML (Constraint Modeling Language) that represents the constraint for the insurance product clause. The format must be `UW__<productCode>__<stageTransitionName>__<ruleApiName>`. If not specified, the API generates the rule key based on the defined product clause.	Optional	67.0
`status`	String	Status of the underwriting rule. Possible values are: `Active` `Inactive` `Draft`	Optional	63.0
`underwritingRuleGroup`	Insurance Underwriting Rule Group Input[]	The UnderwritingRuleGroup input data.	Required	63.0

Insurance Developer Guide

Insurance Create Underwriting Rules Input