General

Overview

In the Rating Engine rules are used to throw a notification or trigger referral or decline procedure on a quote (will be transferred to In Referall or Declined status) if something does not match rules defined in the engine. This is used together with the uiType ratingRules in schema.

Rules List

To access rules, click the Rules tab. The data tables list has following comments:

Type Rule type. Possible options:
  • Note - only notes that something does not match with predefined rule.
  • Refer - moves the quote to the In Refferal status
  • Decline - moves the quote to the Declined status
Code Rule code, which is then entered into formula.
Name Rule name. It will be show as header in the notification.
Description The text that will be shown in the notification.

{info.fa-info-circle} You can filter out the list by type, code, name and description.

rules list

Create New Rule

To create a new rule, click the Create New button. In the new window enter Code, Name and Description, select Type. In the Keys field enter the key from the schema, which refers to the quote field, where the rule will be applied. Click Save.
For example, in this case if the value entered in the Pilot Age is higher then 75, then the quote will be declined. The acceptable rule threshold or value itself is defined in Calculation Steps.

create rule

Edit/Delete Rule

To edit or delete rule, click the or icons on the right of the field respectively.

{info.fa-info-circle} Make sure that you change the rule names in the formulas.

edit rule