Define complex underwriting rules by using constraint-based modeling to reflect your risk appetite, business goals, and compliance requirements. Evaluate the rules with Constraint Rules Engine for improved performance. Based on the rule evaluation results, run custom flows to automate underwriting decisions or mark the quote for underwriter review.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with the Digital Insurance.
See Also
- Salesforce Help: Product Underwriting Rules for Insurance (can be outdated or unavailable during release preview)
- Salesforce Help: Create an Underwriting Rule with Constraint Rules Engine (can be outdated or unavailable during release preview)
- Salesforce Help: Underwriting Rule Groups (can be outdated or unavailable during release preview)