--- schema_version: "1" id: ee4c83402a07bc5b2772f0df1ecab4c710e55dba5b295304164b02a0e1479942 title: Insurance Create Underwriting Rules Input collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/connect_requests_insurance_create_underwriting_rules_input.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_requests_insurance_create_underwriting_rules_input.htm source_site: developer.salesforce.com content_type: documentation content_hash: 980455611dde9a41702b1bb0b36024eaf5b3ab797018595ff07fb8026fe73bab description: Create Underwriting Rule Input Representation --- # Insurance Create Underwriting Rules Input Create Underwriting Rule Input Representation ## JSON Example { "name": "Automatically Approve Quote", "apiName": "approveQuoteBasedonComprehensiveCoverageDeductibles", "effectiveFromDate": "2024-05-30T10:30:00", "effectiveToDate": "2024-11-01T10:30:00", "status": "Draft", "description": "Rule description”, "underwritingRuleGroup": { "underwritingRuleGroupId": "1KQ000000MKJIK", // Optional, // if underwritingRuleGroupId exist, then use it as parent instead of create a new record. "stageTransitionId": "0jjDR00000000VGAAA", // State Transition id. "stageTransitionName": "Draft to Approved", "objectType": "Quote", "recordType": "--Master--", "fromStage": "Draft", "toStage": "Approved", "rootProductId": "01tDR000000EMslYAG" // Auto Gold. "ruleKey": "UW\_\_autoSilver\_\_DraftToApproved\_\_VehicleValueLessThan200K" "criteriaExpression": "1" // Exmple "(1 AND 2) OR 3" if more than 1 rules. } "productPath": "01tDR000000EMslYAG/11BDR00000000T72AI", // "Auto Gold/Auto Vehicle" "sequence": 1, "ruleCriteria": \[ { "conditions": \[ { "contextTagName": "SalesTransactionItemAttribute", "operator": "LessThan", "conditionIndex": 1, "attributeName": "Annual Milage", "attributePicklistValueId": null, "type": "Attribute", "attributeId": "0tjDR00000000VGYAY", "dataType": "Number", "values": \[ "50000" \] } \], "rootObjectId": "01tDR000000EMslYAG", // Auto Gold. "productRelatedComponent" : // Need More details on it. "criteriaIndex": 1, "sourceContextTagName": "ProductBasedOn", "sourceOperator": "Equals", "sourceDataType": "String", "sourceValues": \[ "11BDR00000000T72AI" // Auto Vehicle. \] }, { "conditions": \[ { "contextTagName": "SalesTransactionItemAttribute", "operator": "LessThan", "conditionIndex": 1, "attributeName": "Comprehensive Deductible", "type": "Attribute", "attributePicklistValueId": null, "attributeId": "0tjDR00000000UaYAI", "dataType": "Number", "values": \[ "$5000" \] } \], "rootObjectId": "01tDR000000EMslYAG", // Auto Bundle "productRelatedComponent" : // Need More details on it. "criteriaIndex": 2, "sourceContextTagName": "Product", "sourceOperator": "Equals", "sourceDataType": "String", "sourceValues": \[ "01tDR000000EMsoYAG" // Comprehensive Product. \] } \], // EvaluationSuccessTaskGroup and EvaluationFailureTaskGroup are optional // Fulfillment plan design time entities will be created. "evaluationSuccessTaskGroup": // Create FulfillmentStepDefinitionGroup records { "name": "QuoteApproveSuccessTaskGroup", "tasks": \[ // create FulfillmentStepDefinition records { "name": "KYC check flow", // FulfillmentStepDefinition API Names "type": "AutoTask",// FulfillmentStepDefinition type "flowApiName": "KYC check flow", // Flow API Names } \] }, "evaluationFailureTaskGroup": //Similar to EvaluationSuccessTaskGroup { "name": "QuoteApproveFailureTaskGroup", "tasks": \[ { "name": "Vehicle ineligible", "type": "AutoTask", "flowApiName": "Mail Notification - Vehicle ineligible", } \] } } ## Properties
Name Type Description Required or Optional Available Version
apiName String Unique API name of the underwriting rule. Required 63.0
description String Description of the underwriting rule Optional 63.0
effectiveFromDate String Date from which the underwriting rule is effective. Required 63.0
effectiveToDate String Date until which the underwriting rule is effective. Optional 63.0
evaluationFailureTaskGroup Evaluation Task Group Input[] Input details for failed evaluation tasks. Optional 63.0
evaluationSuccessTaskGroup Evaluation Task Group Input[] Input details for successful evaluation tasks. Optional 63.0
name String Name of the underwriting rule Required 63.0
productPath String Name of the product path. Required 63.0
ruleCriteria Insurance Rule Criteria Input[] Rule criteria for the underwriting rule. Required 63.0
ruleKey String Unique key for the variable defined in CML (Constraint Modeling Language) that represents the constraint for the insurance product clause. The format must be `UW__<productCode>__<stageTransitionName>__<ruleApiName>`.

If not specified, the API generates the rule key based on the defined product clause.

 Optional 67.0
status String Status of the underwriting rule. Possible values are:
  • Active
  • Inactive
  • Draft
 Optional 63.0
underwritingRuleGroup Insurance Underwriting Rule Group Input[] The UnderwritingRuleGroup input data. Required 63.0