BriteRules Projects overview

In BriteRules, projects are groups of rules for a particular process.

Projects contain two sections:

  • Components: Displays the project’s components and their purpose, which defines the functionality of the listed components.
    • Example: Component Purpose: rule.
  • Deployment: Displays where the project is deployed (Production and Test).

Archetypes

Rules projects can now be created from the UI.

Note: Archetypes provide the new project with all the setup needed to start creating rules.

Project types

  • Quoting: Rules applied to different phases of the quoting process, including behavioral, validation, and underwriting rules.
  • Form Inclusion: Rules used to determine which forms need to be included during the quoting process.
  • Notifications: Rules that send notifications.

Note: Currently, Notifications is functioning for only the claims workflow.

  • Straight Through Processing: Rules used to determine whether a quote is automatically approved or rejected.
  • UI Controls: Rules used to manage access and control of UI elements.
  • Claims Processing: Rules applied to different phases of the claim process.

Project groups

Projects are grouped by the following modules: Claims, Identity, and Quotes.

Claims projects

  • Claims Accounting Rules: Rules that affect the accounting of claims processing.
  • Claims Gen2: Rules used to make decisions during the claims process.
  • Claims Notifications Rules: Rules about claims notifications.

Identity projects

  • UI Controls: Rules used to determine controls in the UI.

Quotes projects

  • Quotes Form Inclusion General Auto: Rules used to determine which forms need to be included for a quote in the general auto line.
  • Quotes Form Inclusion Personal Auto: Rules used to determine which forms need to be included for a quote in a personal auto line.
  • Quoting Form Behavior: Rules applied to the quoting process.
  • Quoting General Auto: Rules applied to different phases of the quoting process, including behavior and validation rules.
  • Quoting Form Behavior: Rules applied to different phases of the quoting process, including behavior and validation rules.
  • Straight Through Processing: Rules used to determine whether or not a quote is automatically approved.