Underwriting Rules screen

Underwriting rules define the circumstances that trigger underwriting issues in a policy transaction. You define underwriting rules in the Administration > Business Settings > Business Rules > Underwriting Rules screen.

To view and edit the Underwriting Rules screens requires specific permissions.

See also

Externally managed rules

In the list of rules, the State column indicates whether the rule is valid, invalid, or externally managed. For externally managed rules, the rule condition is defined outside business rules, often in Gosu code.

See also

Clone business rules

About this task

You can using cloning to copy an existing rule and use it as the basis for a new rule.

Procedure

  1. Open the rule in PolicyCenter by selecting Administration > Business Settings > Business Rules > Underwriting Rules.
    PolicyCenter displays list of existing rules by name.
  2. Select the rule in the list by using the check box in the column to the left.
  3. Click Clone.
    A new rule is created and is available in the Rule screen to edit.

Promote business rules

About this task

Once a draft rule is complete and has been validated, it is ready to be moved to a staging area for evaluation. This is typically done in the development environment.

Procedure

  1. Open the rule in PolicyCenter by selecting Administration > Business Settings > Business Rules > Underwriting Rules.
    Existing rules are listed by name.
  2. Click the rule name to open it.
  3. In the rule details screen, select Promote to Staged.
    The rule status in the Version field is now changed to Staged.

What to do next

See also

View business rule history

About this task

Changes to rules are recorded in the rule History.

Procedure

  1. Open the rule in PolicyCenter by selecting Administration > Business > Settings > Business > Rules > Underwriting Rules.
    PolicyCenter displays list of existing rules by name.
  2. Click the rule in the list to open the Rule screen.
  3. Click View History.
    The History screen displays a list of changes with associated details including the date and time of the change, the name of the responsible user, and the system name. It also provides details on import status, if any.

Enabling or disabling a business rule

PolicyCenter provides the following means to enable or disable a business rule:
  • From the rule list screen, by selecting More > Enable Selected or More > Disable Selected.
  • From the rule details screen, by clicking either Enable or Disable.
  • From the rule details screen, by placing the rule in edit mode and updating the Enabled check box.
Whether a user is able to view and use the Enable / Disable functionality depends on several factors:
  • If the value of configuration parameter BizRulesDeploymentEnabled is true:
    • The user must have the permission to edit, approve, and deploy business rules.
    • The selected rule version must be the currently deployed rule version.
  • If the value of configuration parameter BizRulesDeploymentEnabled is false:
    • The user must have permission to edit business rules.
    • The selected rule version must be the latest rule version.

Clicking the Enable / Disable button on a rule details screen toggles the Enabled field on the selected version of the rule. The label of the button changes depending on whether the selected rule version is currently enabled or disabled.

If the selected rule version is the deployed version of the rule and BizRulesDeploymentEnabled is true, clicking the Enable / Disable button does the following:
  • Creates a new draft version of the rule.
  • Promotes the rule version from draft to deployed automatically.
If the selected rule version is not the deployed version, clicking the Enable / Disable button does the following:
  • Creates a new draft version of the rule.
  • Toggles the Enabled field on the rule.

To be absolutely clear, if the rule version is already deployed, then enabling or disabling the deployed rule creates another deployed version of the rule, except with the new status.

See also

Deleting a business rule version

PolicyCenter associates a version number and a status (state) with each individual business rule. Whether it is possible to delete any given version of a rule depends on the state of the business rule. The following table lists the rules for deleting a rule version.

Rule version state

Rule deletion action

Deployed

It is not possible delete a rule version after its deployment

Approved or Staged

Clicking Delete deletes all rule versions down to the last deployed rule version.

Draft – Direct parent deployed

Clicking Delete Draft deletes all rule versions down to the last deployed rule version.

Draft – Rule previously staged or approved

Clicking Delete Draft deletes the immediate draft version of the rule. After deleting the draft version of the rule, it then becomes possible to delete the staged and approved versions of the rule.