Managing Field Evaluation Rules

While working within a transaction, the system regularly evaluates (calculates) calculated fields.  It may evaluate all calculated fields or just the ones required for a specific purpose.

It may be necessary to evaluate specific fields at times when they otherwise would not be.  Field Evaluation Rules define a set of fields, and the conditions when they will be evaluated.

Note: These instructions are for the Field Evaluation Rules management section within the Workflow Containers. For details on the legacy version of the feature, please refer to the documentation for version 2.5.112 or earlier.

  1. Open the appropriate Workflow Container. For instructions on finding and opening a container, see the section on Managing Workflow Containers.
  2. In the Workflow Container Menu widget, open the Rules group and select Field Evaluation Rules. The Field Evaluation Rules page opens with a list of all available rules within the current container and any shared containers.

    3. Some columns have been hidden.

    If there are a large number of available rules, see the Using Grids section for help on finding the appropriate rules.

  3. Select an action.
    • Click a link in the Name column to view an existing rule.
    • Click Add to create a new rule.
  4. On viewing or creating a rule, the Field Evaluation Rule Management page opens.
  5. The panels and fields are described below.  Fields marked with a red asterisk * are required.

    6. Name

    Enter the name of the rule.

    Code

    This is an internal reference code.  A code can be entered manually, or leave the field blank to have the system generate a code on saving.
    Sequence Assign a sequence number to control the order in which this Field Evaluation Rule is executed within the context of other Field Evaluation Rules. The default value is zero.
     

    Tip: It is advisable to leave gaps between the sequence numbers, such as 5, 10, 15. This allows new items to be added to the list at a later date, inserted between existing items. Otherwise, the sequence numbers of existing items must be changed to allow for the new addition.

    Description

    A description can be provided for the rule. This information is only displayed here and in the Field Evaluation Rules list.

    The Fields panel becomes available after saving the rule. This panel lists all fields that will be evaluated for this rule.

    1. To add fields to the list, click Add. The Available Fields window opens.
    2. To remove fields from the list, check the boxes for all unnecessary fields and click Delete.

    When adding fields through the Available Fields window, a list of all available calculated fields from the current container and any shared containers is displayed, not including fields that are already attached to the rule.  The columns can be sorted and filtered to locate the necessary fields.

    1. Click Add for each field to be included in the rule.  Each field is grayed out as it is selected.
    2. Click Bulk Add to close the window and add the selected fields to the Fields list, or click Close to close the window without adding any fields.

      3. The system automatically sequences included fields in increments of ten (10, 20, 30, etc.) in the order in which they are selected through the Bulk Add operation. To change the sequence number, click a link in the Name column to open the Name window.

    3. This is a mandatory field that is defaulted by the system. Optionally enter a new value.

    4. Select an action.
      • Click Save to save the sequence number and remain on the page.
      • Click Save & Close to save the sequence number and return to the Field Evaluation Rule Management page.
      • Click Close to close the window and return to the Field Evaluation Rule Management page without changing the sequence number.

    The Availability / Triggering Conditions panel becomes available after saving the rule. This panel includes the conditions for when the selected fields will be evaluated.

    Type

    Select the type of events where the fields will be evaluated.
    • Policy

    Selects events and conditions associated to the creation and management of a transaction.
    • Grid

    Selects events and conditions associated to working with grids.

    Events

    Select one or more events where the fields will be evaluated.
    • Bind

    Available when Policy is selected as the Type. The fields will be evaluated when a transaction is bound.
      When creating an offset transaction, the system automatically binds the transaction and does not trigger this event.
    • Create Policy

    Available when Policy is selected as the Type.
      The fields are evaluated under either of the following conditions.
     
    • The creation of a New Business or Renewal transaction.
     
    • The creation of an Offset transaction of any transaction type.
    • Import Policy

    Available when Policy is selected as the Type. The fields will be evaluated when a bound transaction is imported from an external source, either through an integration or through the Import feature.
    • Load Page

    Available when Policy is selected as the Type. The fields will be evaluated when a screen loads in the workflow.
    • Save

    The fields will be evaluated when the user clicks Save, whether it is in a workflow or a grid (detail window or tab workflow).
    • Save and Refresh

    Available when Policy is selected as the Type. The fields will be evaluated when the user clicks Save & Refresh in the workflow.
    • Next

    Available when Policy is selected as the Type. The fields will be evaluated when the user click the Next button to navigate to the next screen.
    • Delete Grid Row

    Available when Grid is selected as the Type. The fields will be evaluated when a row is deleted from a grid.
    • Save and Close

    Available when Grid is selected as the Type. The fields will be evaluated when the user clicks Save & Close in a grid detail window or tab workflow.
    • Document Generation
    		 Available when Policy is selected as the Type. The fields will be evaluated when a document is generated, either through a manual or automatic workflow event.
    Policy Transaction Types Select the transaction types where the fields will be evaluated.
    Policy Transaction Statuses Select the transaction statuses where the fields will be evaluated.
    Security Roles Select the security roles that can activate the field evaluation. The current user must have at least one of the selected roles for the fields to be evaluated.

    Selected Grids

    Available when Grid is selected as the Type. A minimum of one grid must be selected.
    Screens Select the screens where the fields will be evaluated. The fields will only be evaluated when the user clicks Save or Next in the workflow.

     

     

     

    Notes: When a screen is selected, and all other triggering conditions are met, the system will force the screen to save and will execute the rule even if no changes have been made to the screen data.This behavior is only supported when Save is selected as the Event.If no screen is selected the system will execute the rule following each Save or Next event, causing unnecessary calculations.

    Use caution when selecting screens. When Policy is selected as the Type, only the selection of screens configured within a Step workflow is supported. Similarly, when Grid is selected as the Type, only the selection of Tabbed screens is supported. Note that the system does not filter the screens that are available for selection.

    If this configuration causes a rule to be evaluated for a transaction in Quoted or Underwriting Required status, the system will automatically re-calculate the quote. If the Set Transaction Status to Incomplete if Quoted Submission is Modified checkbox in the Policy Settings section of the Master Covers menu is checked, the transaction returns to Incomplete status. For information on this setting, see the Policy Settings section.

    Trigger

    A trigger can be selected to control whether the rule will be applied or not when all other conditions are met.  The fields will not be evaluated if the trigger is false.

    Note: With the exception of Selected Grids, if no option is selected for a category the Field Evaluation Rule will apply to all available options. This configuration is not recommended as it will result in unnecessary calculations.

     

    Created By

    Identifies the date and time the rule was created, and the user who created it.

    Last Modified By

    Identifies the last date and time the rule was changed, and the user who made the changes.
  6. Select an action.
    • When viewing an existing rule, click Delete to delete the rule.
    • Click Save to save the rule but remain on the page.
    • Click Save & Close to save the rule and return to the rules list.
    • Click Close to return to the rules list without saving the rule.