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