Create a rule

In BriteRules, you can create and deploy rules to automate system decisions, define business concepts, and solve specific use cases.

Example: You can create a rule to send an email notification to an agent when an FNOL is submitted.

With the BriteRules hierarchy, you can easily group rules by product and project:

  • Product
    • Project
      • Rule

Example:

  • Claims
    • Claims Notifications
      • Notify an agent on FNOL submission

To create a rule:

  1. In the BriteCore menu, select Rules.
  2. On the Rules screen, in the Projects section, select the applicable project.
  3. On the project screen, select Add Component, and then select Rule.
  4. On the Create rule screen, complete the following steps:

    Note: By default, the Package is selected based on the package you’re working in.

    1. Hover over the Folder box, use either the Search box or folder structure to navigate to [client name]-classic-quoting/rules/stp, and then either select the desired folder or create a new folder.

      Note: When creating rules in [client name]-classic-quoting/rules/stp, you can create new folders as needed.

    2. In the Label box, type a label for the rule.

      Note: The rule name will automatically populate in the Name box based on what you typed in the Label box.

    3. Select the Template box, navigate to the template you want by either typing the name of a template or searching through the list, and then select the applicable template.

      Notes: The list of available templates is based on the project. Once you select a template, its information will appear below.

    4. Select Create.
    5. In the Warning dialog box, select Confirm.
  5. On the Rule screen, under the rule’s name, select Edit to add description.
  6. In the Rule General Info dialog box, in the Description box, type the rule’s description, and then select Save.
  7. In the Rule Editor section, use the dropdown lists to complete the required information to configure the rule.
  8. Select Save.

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