Filtering for the most appropriate rate book

When selecting the most appropriate rate book, if an exact match is not found, relax the optional attributes by looking for null in the optional attributes. The relaxing rules build an ordered list of rate books by relaxing the optional attributes. A value of null matches all policy lines, or other optional attribute.

PolicyCenter relaxes the optional attributes by first relaxing offering, then underwriting company, jurisdiction, and finally policy line. The following table shows the order in which PolicyCenter relaxes the optional attributes:

Exact match
Policy line	Jurisdiction	Underwriting company	Offering
Relax offering
Policy line	Jurisdiction	Underwriting company	null
Relax underwriting company
Policy line	Jurisdiction	null	Offering
Policy line	Jurisdiction	null	null
Relax jurisdiction
Policy line	null	Underwriting company	Offering
Policy line	null	Underwriting company	null
Policy line	null	null	Offering
Policy line	null	null	null
Relax policy line
null	Jurisdiction	Underwriting company	Offering
null	Jurisdiction	Underwriting company	null
null	Jurisdiction	null	Offering
null	Jurisdiction	null	null
Relax policy line and jurisdiction
null	null	Underwriting company	Offering
null	null	Underwriting company	null
null	null	null	Offering
Relax policy line, jurisdiction, underwriting company, and offering
null	null	null	null

You can change the rate book matching logic through configuration.