The Specialty System

Property & Casualty Policy Software Business Rules Definition

Business-Rules Template

Business-Rules Template (BRS) allows business users to define rules that analyze data values and data relationships, and based on the results, set up a next-step action. Primarily used for underwriting, BRT can identify missing data, or out of range data, and queue the transaction for appropriate action (letter, referral, etc.)

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.

The key features of BRT include:

  • Client-defined rules per Specialty System module
  • Unique rules per transaction type
  • User-assigned severity levels for rules
  • Severity associated with operator authority
  • Audit trail for operator override activity

Are you ready to learn about the benefits of the Business-Rules Template in more detail? Contact us today to talk with a sales representative or set up a one-on-one web presentation tailored to your business needs. Looking for a more general overview of the Specialty System? Check our schedule for upcoming public webinars.