Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Policy Administration
Insurance Product Administration
Insurance Product Administration Business APIs
Resources
Requests
Evaluation Task Group Input
Evaluation Task Input
Insurance Create Underwriting Rules Input
Insurance Rule Condition Input
Insurance Rule Criteria Input
Insurance Underwriting Rule Group Input
Insurance Underwriting Rule Group Update Status Input
Insurance Update Underwriting Rules Input
Responses
Insurance Product Administration Invocable Actions
Insurance Product Administration Metadata API Types
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
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Insurance Underwriting Rule Group Input

Input representation details of the insurance underwriting rule group.
JSON example
1"underwritingRuleGroup": {
2       "underwritingRuleGroupId": "1KQ000000MKJIK", // Optional,
3       // if underwritingRuleGroupId exist, then use it as parent instead of create a new record.
4       "stageTransitionId": "0jjDR00000000VGAAA", // State Transition id.
5       "stageTransitionName": "Draft to Approved",
6       "objectType": "Quote",
7       "recordType": "--Master--",
8       "fromStage": "Draft",
9       "toStage": "Approved",
10       "rootProductId": "01tDR000000EMslYAG" // Auto Gold.
11       "criteriaExpression": "1" // Exmple "(1 AND 2) OR 3" if more than 1 rules.
12       }
Properties
Name Type Description Required or Optional Available Version
criteriaExpression String Criteria Expression for the underwriting rule group. For example, (1 AND 2) OR 3. Required 63.0
fromStage String Name of the stage the record is moving from. Optional 63.0
objectType String Object type for which the underwriting rule group is defined. Required 63.0
recordType String Record type associated with the object type for which the underwriting rule group is defined. Optional 63.0
rootProductId String ID of the root product. Required 63.0
ruleEngineType String Engine type to use for underwriting rules. Valid values are:
  • BusinessRuleEngine
  • ConstraintEngine—If set to ConstraintEngine, the response includes lineItemIds and lineItemDetails for which the rule evaluates successfully. If the rule evaluation fails, these fields are shown empty. See, Insurance Underwriting Rule Result.

The default value is BusinessRuleEngine.

 Optional 67.0
rulesetStatus String Status of the dynamic ruleset. Possible values are:
  • Active
  • Inactive
  • Draft
 Required 63.0
stageTransitionId String ID of the stage transition. Required 63.0
stageTransitionName String Name of the source stage transition. Optional 63.0
toStage String Name of the stage the record is moving to. Optional 63.0
underwritingRuleGroupId String ID of the underwriting rule group. Optional 63.0