Policy Validation Rules

A policy validation rule is a user defined validation of the data elements on the policy or group client for example a products combination check on a policy enrollment, a policy completeness check, etc. The result of failing the validation is that a message is attached to the policy or group client and/or a function dynamic logic is executed that can set certain fields and can also add messages to the policy or group client. Informative messages can be used to pend the policy (if a corresponding pend rule is configured); fatal messages prevent that the policy can be approved.

Table 1. Policy Validation Rules

Field	Description
Code	The identifying code of the policy validation rule
Description	The description of the policy validation rule
Level	The level of the validation: Policy, Policy Enrollment, Policy Enrollment Product, Group Client or Group Account
Source	The source of the policy or group client: Integration Point, User Interface or Either
Condition	The dynamic logic condition that is executed to determine if the message must be attached to the policy or group client and/or the dynamic logic function must be executed
Function	The dynamic logic function that is executed if all conditions are met
Message	The message that is attached to the policy or group client if all conditions are met (the message placeholders are described below)
Exclude from Validation?	Is the policy validation rule excluded from the validation process?
Process flow	The process flow to which this validation rule is restricted
Enabled?	Is the policy validation rule enabled?

The use of a policy validation rule can be restricted to a single policy process flow. If the rule’s process flow has no value, the validation rule can be used in any process flow.

Message Placeholders (Policies)

The following table specifies the placeholder values (per level) for messages that are attached to policies when a policy validation rule is applied:

Table 2. Message Placeholders (Policies)

#	Policy	Policy Enrollment	Policy Enrollment Product
0	The code of the rule	The code of the rule	The code of the rule
1	The description of the rule	The description of the rule	The description of the rule
2	The level of the validation	The level of the validation	The level of the validation
3	The source of the policy (Integration Point or User Interface)	The source of the policy (Integration Point or User Interface)	The source of the policy (Integration Point or User Interface)
4	The group account of the policy	The code of the person or object	The code of the person or object
5	The brand of the policy	The formatted name of the person or the description of the object	The formatted name of the person or the description of the object
6	N/A	The date of birth of the person or the object date of the object	The date of birth of the person or the object date of the object
7	N/A	N/A	The display name of the enrollment product or group account product
8	N/A	N/A	The start date of the policy enrollment product
9	N/A	N/A	The premium amount (amount and currency display code) of the policy enrollment product, so for example: 100 $