Gen 3

Rules

Gen 3

Rules

Configure rules using templates

When you create a rule with a template, you need to configure the template for specific use cases.

Example: You can configure the Send Notification based on Event template to send an email notification to an agent when an FNOL is submitted.

The steps to configure a rule is based on the template you select when creating a rule.

Below are two examples of configuring rules using templates:

  • Send Notification based on Event
  • Private Passenger Auto Form Rules

To configure a rule using the Send Notification based on Event template:

  1. In the BriteCore menu, select Rules or All Products > Rules.
  2. On the Rules screen, in the Projects section, select the applicable project.
  3. On the Project screen, navigate to and select the rule with the Send Notification based on Event template you want to configure.
  4. On the Rule screen, in the Rule Editor section, complete the following steps:
    1. Select the Event dropdown list, and then select either Submit FNOL or Assign Adjuster to trigger the rule.
    2. Under Notifications, select Add, and then select Send emails.
    3. In the Recipient dropdown menu, select the recipient you want to receive the notification.
    4. In the Document dropdown menu, select the document you want to send to the recipient.
    5. Under Send emails, select Add, and then select Send email to policy agent.
    6. In the Document dropdown list, select the document you want to send to the policy agent.
  5. Select Save.

To configure a rule using the Private Passenger Auto Form Rules template:

  1. In the BriteCore menu, select Rules or All Products > Rules.
  2. On the Rules screen, in the Projects section, select the applicable project.
  3. On the Project screen, navigate to and select the rule with the Private Passenger Auto Form Rules template you want to configure.
  4. On the Rule screen, in the Rule Editor section, complete the following steps:
    1. In the Rule runs on dropdown menu, select Vehicle Form – Inline Change to trigger the rule.
    2. Under When, select the Add dropdown menu, and then select Check PPA field.
    3. In the Field Name dropdown menu, select Make.
    4. In the Comparison Operator dropdown menu, select is in list.
    5. In the Field Value box, type [“Honda”, “Toyota”].
    6. Under When, select the Add dropdown menu, and then select Check PPA field.
    7. In the Item Name dropdown menu, select Comprehensive.
    8. On the toggle, select True.
    9. Under Then, select the Add dropdown menu, and then select Show popup warning on vehicle form.
    10. In the Message box, type You can’t have Comprehensive coverage with Honda or Toyota.
    11. Under Otherwise, select the Add dropdown menu, and then select Show popup warning on vehicle form.
    12. In the Message box, type You can have Comprehensive coverage.
  5. Select Save.