Add a new PolicyCenter applicability criterion

About this task

Adding a new applicability criterion to the set of availability criteria available in the PolicyCenter base configuration is a multistep process.

Procedure

  1. Create a new data entity type for your applicability criterion.

    Use the existing applicability criteria entity types as examples:

    • AppCritLineOfBusiness
    • AppCritJurisdiction
    • AppCritPolicyTransation

    Use the same naming conventions as the existing examples.

  2. Add the applicability criterion to the UWRule entity type as an array of the entity type that you created in the previous step.

    Use an existing array definition as an example.

  3. Extend class UWRuleApplicabilityCriteriaPredicate and override the default behavior of the test method to add, modify, or remove filtering restrictions.
  4. Create new ITriggeringPoint implementation classes that use the Predicate class that you created in the previous step.
  5. Update PCF UWRulePanelSet to include the new input sets in the ApplicabilityCriteria pane.

    The PCF ApplicabilityCriteria pane shows as the Applies To section of the business rule definition screen.

  6. (Optional) Update PCF UWRules so that the list view shows a column for the new applicability criterion.
  7. (Optional) Update Gosu class UWRuleFilterCriteria and the associated UWRuleFilterCriteriaDV PCF to improve the search filtering view on the Underwriting Rules screen.

    You access the search functionality of the UWRuleFilterCriteriaDV PCF pane by clicking Show Filters on the Underwriting Rules screen.