Business Rules Template

Business- Rules Template Business-Rules Template (BRT) supports client-defined rules to automate underwriting and business decisions for transactions to be processed by the Specialty System. BRT will analyze relationships between data elements based on the client's rules and determine whether a transaction will be accepted and processed or referred to an underwriter. Rules may be defined based on a response to field value(s), or custom rules may be defined to interrogate responses to fields based on conditions, such as, greater than a specific value, or older than a particular age. The key features of BRT include: .Client-defined rules per Specialty System module .Unique rules per transaction type .User-assigned severity level for rules .Severity associated with operator authority .Audit trail for operator override activity Standard reports and documents include: .Daily report of pended transactions .Management reports to audit: Underwriter accountability Service standards Agency efficiency and response Rule activity