Managing business rule export and import

You transfer rules between different server environments by exporting the rules from one server and importing the rules into the other server. Typically, dedicated Rule Administrators manage the export and import of business rules between different PolicyCenter servers.

During the rule import process, it is possible for rule conflicts to occur. This can happen, for example, if you import a different version of a rule that already exists on the importing server. PolicyCenter detects and highlights these types of issues. The Rule Administrator manages these rule conflicts manually, in the Business Rules import screens.

Important: The user who is responsible for resolving rule conflicts, either in a production environment or non-production environment, must have the necessary rule edit permission.

To access the main Business Rules import and export screen, navigate to the following location in Guidewire PolicyCenter:

Administration > Business Settings > Business Rules > Underwriting Rules > Import/Export Status

Data lookup tables must be exported and imported separately from business rules. You must import the data lookup tables before importing the business rules that use them.

Exporting and importing data lookup tables

You can transfer data lookup tables between different server environments by exporting them from one server and importing them into another server. To export, navigate to Administration > Utilities and select Export Data. Select Lookup Table Definitions. The data is exported to an XML file.

You can import the XML file containing data lookup tables on the Import Data screen. When importing, the data can conflict with existing data. You can choose to overwrite or discard all conflict changes. You can also choose to how to handle each data lookup table individually.

You must import data lookup tables before you import the underwriting rules that use them.

Exporting and importing underwriting issue types

You can transfer underwriting issue types between different server environments by exporting them from one server and importing them into another server.

To export, navigate to Administration > Utilities and select Export Data. Select Underwriter Issue Types. The data is exported to an XML file that you can import on the Import Data screen.

Importing underwriting rules into system with different set of languages

If underwriting rules are imported into a system with a different set of languages configured than in the rule set, users may be unable to edit the rules and, very importantly, the rules may fail to execute as expected. If you start a production system with a different set of languages than in the rule set, PolicyCenter may begin processing user actions and automated processes without the underwriting rules being active. As a result, PolicyCenter may perform unintended or impermissible actions.

Never start production systems with a different set of languages than in the installed rule set without disabling all potential ways that interactive, automated, or other processing can occur.

Only import rule sets that have the same set of languages as the production system
Do not start production systems that have a different set of languages than in the installed rule set