--- schema_version: "1" id: 54c9a697c95fcc7131761146b876be9a87e544585c2cdfd3341a318699dac793 title: Insurance Underwriting Rules (POST) collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/connect_resources_insurance_create_underwriting_rules.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_create_underwriting_rules.htm source_site: developer.salesforce.com content_type: documentation content_hash: 1963ca1dbb8c69c32adebb0a667014bc734f0fd9ca094b9b3fd80fa93f3dad18 description: Create an underwriting rule for a root product based on the selected state definition, transition, and object name. --- # Insurance Underwriting Rules (POST) Create an underwriting rule for a root product based on the selected state definition, transition, and object name. ## Resource /connect/insurance/underwriting-rules ## Resource Example Replace {yourInstance} with the My Domain name of your Salesforce org. https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/underwriting-rules ## Available Version 63.0 ## HTTP Methods POST ## Request Body for POST ### 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
## Response Body for POST [Insurance Create Underwriting Rules](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_responses_insurance_create_underwriting_rules_output.htm "Output representation details of insurance create underwriting rules request.")