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 

NameTypeDescriptionRequired or OptionalAvailable Version
criteriaExpressionStringCriteria Expression for the underwriting rule group. For example, (1 AND 2) OR 3.Required63.0
fromStageStringName of the stage the record is moving from.Optional63.0
objectTypeStringObject type for which the underwriting rule group is defined.Required63.0
recordTypeStringRecord type associated with the object type for which the underwriting rule group is defined.Optional63.0
rootProductIdStringID of the root product.Required63.0
ruleEngineTypeStringEngine 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.
Optional67.0
rulesetStatusStringStatus of the dynamic ruleset. Possible values are:
  • Active
  • Inactive
  • Draft
Required63.0
stageTransitionIdStringID of the stage transition.Required63.0
stageTransitionNameStringName of the source stage transition.Optional63.0
toStageStringName of the stage the record is moving to.Optional63.0
underwritingRuleGroupIdStringID of the underwriting rule group.Optional63.0