Underwriting Rules use triggers, effects, and logic to add or remove Line Items or Category Options when a user selects a specified option while building a policy.
Underwriting Rules can use:
- One or multiple Triggers.
- One or multiple Effects.
- And logic.
- Or logic.
- Both and and or logic.
One trigger with multiple effects using and logic
When this (trigger):
- Category = Dwelling Type
- Value = Primary Residence
Then this (effect):
- Action = Add Sub Line and PolicyType Item = HO 00 03 - Four Families
- Action = Add Line Item and PolicyType Item = Roof Exclusion
Figure 1: One Trigger with multiple Effects using and logic.
Multiple triggers and one effect using and logic
When this (trigger):
- Category = Dwelling Type and Value = Primary Residence
- Category = Policy Form and Number of Families and Value = HO 00 03 - Four Families
Then this (effect):
- Action = Add Sub Line
- PolicyType Item = HO 00 03 - Four Families
Figure 2: Multiple Triggers and one Effect using and logic.
Multiple triggers and one effect using and and or logic
When this (trigger):
- Category = Dwelling Type and Value = Primary Residence or Secondary Residence
- Category = Policy Form and Number of Families and Value = HO 00 03 - Four Families
Then this (effect):
- Action = Add Sub Line
- PolicyType Item = HO 00 03 - Four Families
Figure 3: Multiple Triggers and one Effect using and and or logic.