Editing and Creating Rules

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SchemeServe has a very simple tool set that allows you to create simple and very complex Rules that can be used when a Quotation is received or when a Case record changes its' Status.

These Rules can either apply automatic Conditions and Memorandums or selective Conditions and Memorandums depending on responses to the Questions involved.

You can generate Rules to set Rates and Fees that diverge from your standard ratings generated by the Questions on a Scheme.

Rules can generate automatic documentation production that is tailored to a specific Insurer, Condition or Scheme. This is much more flexible than the standard auto-generation of documentation within Scheme templates.

Rules can also trigger internal referrals. This generates a different Case Status and you can create unique messages explaining to your Users informing them of the reason for a referral. You can create different levels of referral (Refers in SchemeServe terminology) and control the level at which Users can process the Case using Permission levels.

Note: The “Refer Status” muse be resolved prior to a Case being further updated.



Creating or Editing Rules in SchemeServe

  1. Log in to SchemeServe as an Adminstrator
  2. Click the Admin Tab
  3. Click the Rule Builder Icon
  4. Search for the Scheme, Insurer, Type and User (or any combination of these) to add a Rule against
  5. Click the New Rule Button
  6. Click the Green Cross Button in the IF Box to generate Conditions for the Rule
  7. Then Click the Green Cross Button in the THEN Box to generate Actions for the Rule
  8. Then Click the Disc (Save) Icon to save the rule

Note: You will need to enable the rule before it is applied.

Rules Ordering

Here is a list to show in which order the rules will be run.

  1. = Any Insurer , Any Type
  2. = Any Insurer , Specified Type
  3. = Specified Insurer , Any Type
  4. = Specified Insurer , Specified Type

The rules that are run 4th will overwrite any previous rules applying.

Video Tutorial


See Also:

Enabling and Disabling Rules

Deleting Rules

Rules Tips & Tricks