Use a lookup function

About this task

Follow these steps to use a lookup function in an underwriting rule. The steps create a new rule, but you can modify an existing rule as well.

Procedure

  1. In PolicyCenter, navigate to the following screen:
    • Administration > Business Settings > Business Rules > Undewriting Rules
  2. On the Underwriting Rules screen, click Add to add a new rule.
  3. For the purposes of this example, do the following:
    1. Under Applies To, choose Selected in Policy Lines.
    2. Select Homeowners and click the right arrow.
  4. Do the following as appropriate:
    • To use a lookup function in Variables, select Lookup from the Expression drop-down list.
    • To use a lookup function in a Condition, select Lookup from the Right Expression or Left Expression drop-down list.
  5. Click Set lookup to display the Select the Data Lookup popup.
    1. Select a table under Table Name to view the Lookup Table Details. For the purposes of this example, select Ineligible Dog Breeds.
    2. In Lookup Table Details, enter the following code in the Expression field for DogBreed:
      • hopDwellAnimal.AnimalBreed.DisplayName
      Guided editing helps you enter this expression.