Create a new rule set

Procedure

  1. In the Studio Project window, expand configuration > config > Rule Sets.

    Although the label is Rule Sets, the primary children of this folder are actually rule set categories.

  2. Do one of the following:
    • If an appropriate rule set category for your rule set does not exist, first perform the steps listed in Create a new rule set category. After creating a rule set category, move to the next step.
    • If an appropriate rule set category for your rule set does exist, move to the next step.
  3. Select a rule set category, then select New > Rule Set from the context menu.
  4. Enter the following information:

    Field           

    Description

    Name

    Studio displays the rule name in the middle pane.

    In general, however, if you create a rule set for a custom entity named Entity_Ext, you must name your rule set Entity_Ext<RuleSet>. Thus, if you want the custom entity to invoke the Preupdate rules, then name your rule set Entity_ExtPreupdate. There are some variations in how to name a rule set. See the existing rule sets in that category to determine the exact string to append and follow that same pattern with new rule sets in that category.

    Description

    Studio displays the description in a tab at the right of the Studio if you select the rule set name in the middle pane.

    Guidewire recommends that you make the description meaningful, especially if you have multiple people working on rule development. In any case, a meaningful rule description is particularly useful as time passes and memories fade.

    Entity Type

    PolicyCenter uses the entity type as the basis on which to trigger the rules in this rule set. For example, suppose that you select a rule set, then a rule within the set. Right-click and select Complete Code from the menu. Studio displays the entity type around which you base the rule actions and conditions.