Accessing business rules

You access and manage business rules in the Administration tab using the Business Settings > Business Rules menu link.

The Underwriting Rules screen displays a list of existing underwriting rules, if any.

Business rules roles and permissions

You need appropriate permissions and roles to access the Business Rules screens and manage rules. A set of permissions is available to enable users to create, edit, deploy, and manage business rules.

The Rules Admin role can be assigned to users for business rules.

See also