Note! In the System Settings, the system setting in the Rules Folder, "Design Enabled," must be set to "True" (Enable) to use this function. Currently, in the Diamond Base System, the default value is "False" (Disable). Please contact your implementation team to enable this function.
Additionally, the following system settings in the Rules Engine folder need to be set up:
Issue Rules Enabled: When this is set to "True," the Rules Engine is called during the issuance function.
Promote Rules Enabled: When this is set to "True," the Rules Engine is called during the promote function.
Rate Rules Enabled: When this is set to "True," the Rules Engine is called during the rating function.
Submit Rules: Enabled: When this is set to "True," the Rules Engine is called during the submission function.
Claims Rules Enabled: When this is set to "True," the Rules Engine is called during the claims function.
This allows users to set up rules to be applied at Submission, Rate and Promote / Issue for Policy Processing. Additionally, users may change and copy an existing rule to another rule as well.
Access Company Configuration Tool / Rules.
Highlight the Policy Rules tab.
On the toolbar, click New Rule.
When the New Rule screen displays, enter / select:
Name for New Rule: This is the name of the rule you are adding. In this example, we will call it "Policy Submission."
Effective: Defaults to the system date but may be changed, if necessary, by selecting the down arrow. Choose the date from the calendar to place the date in the field.
Expires: Select to place a check mark in the field. Again, click the down arrow to display a pop up calendar. Choose the date the rule expires from the calendar to place in this field.
Click OK to return the Rules Wizard screen, and select the function, "Submitting."
On the Rules Wizard screen:
Lines of Business: At the top of the screen, all lines of business your company writes are displayed. Next to each line you are applying the rule to, click in the box to place a check mark. (Note: As a line is selected, it is added to the bottom of the screen.)
Once all lines have been added, click Next at the bottom of the screen.
On the Rules Editor screen, now you can choose the user "Type" the rule is being applied to.
Conditions You Want To Check: Again, next to each user "Type" you are applying the rule to, select the line (in this example choose "The User Is") placing a check mark in the box. (Note: As a line is selected, it is added to the bottom of the screen.)
Moving to the bottom of the screen, the Conditions added are highlighted in red.
Click the Select User line.
Since we added the condition "The User Is," this presents a list of all users in your Diamond System. Next to each user's name the condition will be applied to, click in the box placing a check mark in the field. As users are added, they appear in the bottom of the screen.
When finished, click OK.
When the Rules Wizard screen displays, you can apply a final condition to the rule: Transfer Policy or Stop Processing With Error.
Click Finish when you have completed.
There are two (2) functions when changing a Policy Rule:
Edit Rule Conditions: This allows you to change / edit the conditions (i.e., lines of business, users, etc.) on the rule.
Edit Rule Properties: This allows users to change the Effective and Expiration Dates of the rule.
If you wish to do one of these functions, highlight the rule and click the Change Rule tab to present the two (2) selections. Choose one or the other.
Users can copy an existing rule, all of its conditions and properties to a new rule.
Highlight the rule being copied on the Rules screen.
Click Copy.
Enter the name of the new rule and change the Effective and Expiration Dates if you wish.
The new rule is added to the Rules screen.
All of the conditions and properties are transferred where you can now edit or change them.
Highlight the rule being deleted on the Rules screen.
Answer OK to the question: "Are you sure you want to delete <Name of Rule>?"
The rule is deleted and removed from the screen.