Specifying underwriting issue details

At the bottom of the Rule screen, you can specify Underwriting Issue Details for the underwriting issues that this rule creates. Specify an issue key identifier, a value, and short and long descriptions. These fields correspond to properties on the UWIssue object.

Field

Description

Issue Key

The underwriting rule and issue key uniquely identify each underwriting issue. For any given combination of underwriting rule and issue key, there can be only one issue on a policy period at a given time. When creating an issue, any pre-existing issue with the given type and key will be returned, and any inactive issue that matches will be activated and then returned.

For example, if only one underwriting issue of this type can appear on a transaction, just specify the name or code of the rule. If multiple issues of the same type can appear on a transaction, choose the value that distinguishes one item from another, such as vehicle identification number or class code.

Corresponds to the UWIssue.IssueKey property.

For configuration information, see Issue keys.

Value

Specify the value for this underwriting issue.

Corresponds to the UWIssue.Value property.

Short Description

Specify a short description for this underwriting issue.

Corresponds to the UWIssue.ShortDescription property.

Long Description

Specify a long description for this underwriting issue.

Corresponds to the UWIssue.LongDescription property.

For each field, click the down arrow to specify whether the field is a Text Template or Formula. If a field is a formula, (∫x) appears after the field name.

Text Template

If the field is a text template, enter text. For example:

  • This policy requires additional approval.

The text can also contain a formula. To include a formula, embed the expression between ${}. After typing ${, autocomplete shows you available objects, properties, and methods based on the context selected for the rule being edited and filtered by the text you enter. Type space to select from available objects. Type one or more letters to display objects containing letters in that order. Type a period after the object to select its subobjects, properties, and methods.

An example of a text template:
  • This policy in ${policyPeriod.BaseState} requires additional approval.

See also

Formula

In formula expressions, you can enter literals, context objects, arithmetic operators, and library functions directly in the text field.

See also