Configure a Quoting Template rule

Once you have created the rule, you need to configure it.

There are three parts to configuring a rule:

  • Scope: Defines whether the rule will apply to the Policy as a whole or an individual Risk.
    • Policy: The rule applies to the entire policy.
    • Risk: The rule applies to the risk you select from a list of options, which is pulled in from the line definition. You will need to define whether the rule will apply to any risk on the quote or the specific risk the user is on when the rule is triggered.

Note: If a risk is defined in Lines but doesn’t appear in the Risk dropdown list, sync BriteRules with Lines again to get it to populate.

  • Rule runs on: Defines which page or action will trigger the rule. The options are pulled from the line definition and should match the available pages within the quote flow. You can select one or multiple options.
  • Transaction Types: Defines which transaction(s) within the quoting process the rule should apply to. The options list is predefined based on available transaction types.

Note: If a new transaction type is available but doesn’t appear on the list, you will need to open a request for the Rules team to add the new transaction type to the template.

Configure the rule

  1. On the rule’s screen, on the Rule Editor tab, under Configuration, under Scope, select one of the following:
    1. Policy
    2. Risk
    3. If you select Risk, in the risk dropdown list, select the appropriate risk, and then select one of the following:
      1. Any [risk name]
      2. Current [risk name]
  2. In the Rules runs on dropdown list, select one of the following:
    1. One or more events to trigger the rule.
    2. Select all to have all of the listed events trigger the rule.
  3. In the Transactions Types dropdown list, select one of the following:
    1. One or more quoting process transaction(s) the rule will apply to.
    2. Select all to apply the rule to all of the listed transactions.

Important: You have successfully configured the rule but still need to define the rule’s trigger(s) and action(s).