Create Rule Group

Use the Create Rule Group page to configure a new rule group for one or multiple selected product types.

ClosedView screen capture

To open the Create Rule Group page, on the Education Settings page, click the Create Rule Group link.  

The Create Rule Group page consists of the following sections:

ClosedRule Group Name

Fields include the following:

  • Rule Group Name: Enter the name of the new rule group. Maximum 255 characters.

ClosedSelect Products

  • Active Products: Displays a table listing active product types that may be selected to be configured for the new rule group. Controls include the following:

  • : For each product type listed, click to checkmark to select it. Click again to de-select it.

  • Select All: Click to checkmark the checkboxes of all product types.

  • Deselect All: Click to clear the checkmarks in the checkboxes of all product types.

  • Inactive Products: Click the Show link to display a table listing inactive product types that may be selected to be configured for the new rule group. Click the Show link again to hide the table. Controls include the following:

  • : For each product type listed, click to checkmark to select it. Click again to de-select it.

ClosedPage Controls

Controls include the following:

  • Cancel: Click to abort the operation and open the Education Settings page.

  • Continue: Click to validate the data entered on the page and open the Create Rule - Dates page, where you can define a date interval during which the rule will apply to the sales authorization check for education credentials.

Warnings

After entering a valid rule group name and selecting at least one product type, when you click the Continue button the system will save the rule group to the Education Settings page, even if you have not configured any rules for it. Although later you may edit the rule group to add rules, you cannot delete a rule group once it is saved to the Education Settings page. Therefore we urge caution when using the Create Rule Group page to avoid creating unwanted rule groups.

TIps

It may help to think of configuring rule groups in "layers" of rules. For example, you can apply a generic, "one-size-fits-all" rule that will apply to any sales authorization check of education credentials for a specific product type. You might think of this rule as a "base layer." Then, you can add additional, more granular layers to the base. For example, your company's business rules may require a producer to hold a certain education credential only when binding a policy in a certain state. Or, they may require a producer to hold a specific education credential only if the producer is affiliated with a specific firm. You can configure these additional rules, so that a sales authorization request for a producer will check for compliance with the base layer rule and then also any additional, conditional rules.