Configuring applicability criteria

PolicyCenter application logic triggers the execution of a business rule if the rule meets all of the following:

  • The trigger and context of the triggering point match that of the rule.
  • The applicability criteria, as set in the Applies To section of the rule definition screen.

Base configuration applicability criteria

In the base configuration, PolicyCenter defines the following types of applicability criteria in the UWRule entity metadata definition:

Applicability criteria

Array name

Array entity

Policy lines

LinesOfBusiness

AppCritLineOfBusiness

Jurisdictions

Jurisdictions

AppCritJurisdiction

Policy transactions

PolicyTransactions

AppCritLineOfBusiness

As part of the applicability criteria test, PolicyCenter also tests whether the rule execution date (today’s date) is between the defined start and end dates for the rule.

Single- and multi-value applicability criteria

Applicability criteria can encompass a single value, for example, a point in time. Or, applicability criteria can be multi-valued, for example, encompassing both the states of California and Nevada.

The business rule data model handles single- and multi-value applicability criteria differently.

Single-value rule criteria

The business rule data model stores single applicability values as a property on the UWRule entity type. To use a single-value criterion, add properties for single values to the UWRule entity type, then update the PCF file that displays the rule.

Multi-value rule criteria

The business rules data model stores multiple applicability values in their own entity type with a foreign key to the UWRule entity type. These linked entities need to implement the RuleVersionDependent interface. Implementing this interface ensures that PolicyCenter imports and exports these entity properties as part of the rule.

Filtering single- and multi-value applicability criteria

Guidewire provides Gosu class UWRuleApplicabilityCriteriaPredicate to filter the execution of the business rules based on applicability criteria. This class contains a test method that takes in a RuleVersion object and returns true or false, depending on whether the associated rule matches the defined applicability criteria. Each class that implements the ITriggeringPoint interface uses the UWRuleApplicabilityCriteriaPredicate class to determine how to filter the rules for execution whenever application logic triggers the business rules framework.