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:
- In the BriteCore menu, select Rules or All Products > Rules.
- On the Rules screen, in the Projects section, select the applicable project.
- On the Project screen, navigate to and select the rule with the Send Notification based on Event template you want to configure.
- On the Rule screen, in the Rule Editor section, complete the following steps:
- Select the Event dropdown list, and then select either Submit FNOL or Assign Adjuster to trigger the rule.
- Under Notifications, select Add, and then select Send emails.
- In the Recipient dropdown menu, select the recipient you want to receive the notification.
- In the Document dropdown menu, select the document you want to send to the recipient.
- Under Send emails, select Add, and then select Send email to policy agent.
- In the Document dropdown list, select the document you want to send to the policy agent.
- Select Save.
To configure a rule using the Private Passenger Auto Form Rules template:
- In the BriteCore menu, select Rules or All Products > Rules.
- On the Rules screen, in the Projects section, select the applicable project.
- On the Project screen, navigate to and select the rule with the Private Passenger Auto Form Rules template you want to configure.
- On the Rule screen, in the Rule Editor section, complete the following steps:
- In the Rule runs on dropdown menu, select Vehicle Form – Inline Change to trigger the rule.
- Under When, select the Add dropdown menu, and then select Check PPA field.
- In the Field Name dropdown menu, select Make.
- In the Comparison Operator dropdown menu, select is in list.
- In the Field Value box, type [“Honda”, “Toyota”].
- Under When, select the Add dropdown menu, and then select Check PPA field.
- In the Item Name dropdown menu, select Comprehensive.
- On the toggle, select True.
- Under Then, select the Add dropdown menu, and then select Show popup warning on vehicle form.
- In the Message box, type You can’t have Comprehensive coverage with Honda or Toyota.
- Under Otherwise, select the Add dropdown menu, and then select Show popup warning on vehicle form.
- In the Message box, type You can have Comprehensive coverage.
- Select Save.