Configuring underwriting rules

Underwriting rules and the underwriting issues the rules create are at the core of the underwriting authority feature. PolicyCenter raises underwriting issues at specific points in the job flow. The points are defined by the checking set. Some issues block progress at points in the job flow until they are approved. These points are defined by blocking points. Through configuration, you can add or remove checking sets and blocking points. You can also configure other features of underwriting rules and underwriting issues.

Underwriting rules defined in Business Rules > Underwriting Rule can be viewed by authorized users in PolicyCenter. They can edit, enable, and disable these rules. Using Import and Export, you can move rules between PolicyCenter instances.

If the underwriting rule is too complex to be implemented in the Underwriting Rules user interface, you can use an alternate implementation:

• If just the rule condition is too complex, use the Underwriting Rule user interface. In the Rule Condition call a custom utility function that implements the rule condition.

  See Custom rule utility functions.

• Use a Gosu implementation if:
  • The rule is too complex to write within the Underwriting Rules framework.
  • Has outcomes that are more complex than just adding an underwriting issue. For example, create an underwriting issue and an activity or contingency.

  See Creating externally managed underwriting rules in Gosu code.