---
schema_version: "1"
id: 3160b9c9b03d8a4c1695cefb4e9c40f80c4c1b9cb0c81f8b694bf2a6b6cbd45e
title: UnderwritingRuleGroup
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_underwritingrulegroup.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_underwritingrulegroup.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: d38d11ccb671fb695281cc9ed68524761872174928d6e06e905ac2b06193897c
description: Represents the underwriting rule that's associated with a product. This object is available in API version 63.0 and later.
---
# UnderwritingRuleGroup

Represents the underwriting rule that's associated with a product. This object is available in API version 63.0 and later.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

## Fields

### EvaluationCriteria

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The criteria used to evaluate the underwriting rule.

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed a record related to this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

### Name

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Sort, Update
- **Description**: The name of the underwriting rule.

### ObjectName

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: The name of the object to which the underwriting rules apply.
- **Possible values**:
    - InsurancePolicy
    - Quote

### OwnerId

- **Type**: reference
- **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update
- **Description**:
    
    This field is a polymorphic relationship field.
- **Relationship Name**: Owner
- **Refers To**: Group, User

### ProductId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The product associated with the underwriting rule.
    
    This field is a relationship field.
- **Relationship Name**: Product
- **Refers To**: Product2

### RuleEngineType

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Specifies the rule engine that evaluates the underwriting rules in the group.
    
    Available in API version 67.0 and later.
- **Default value**: ConstraintEngine
- **Possible values**:
    - BusinessRuleEngine
    - ConstraintEngine

### RuleSetApiName

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The API name of the rule set that's created during the underwriting rule creation.

### Status

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Indicates the status of the underwriting rule group.
    
    Available in API version 67.0 and later.
- **Default value**: Draft
- **Possible values**:
    - Active
    - Draft
    - Inactive

### StageTransition

- **Type**: string
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: The ID of the stage transition to which the underwriting rules apply.

### StageTransitionName

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The name of the stage transition.

## Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

[UnderwritingRuleGroupHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object.

[UnderwritingRuleGroupOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object.

[UnderwritingRuleGroupShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.