Multi-Policy Validation Rules¶

The multi_policy_validation_rules action allows underwriters to configure which bordereau validation rules apply to each section (policy) and coverage (product cover) within a DUA contract. It is the mechanism through which the underwriter defines the tolerance thresholds and constraints for bordereau submissions.

Action config¶

{
  "code": "multi_policy_validation_rules",
  "label": "Validation Rules",
  "actionPrerequisites": ["contract_structure"],
  "placingType": "MASTER"
}

Note

actionPrerequisites: ["contract_structure"] is required. The validation rules action cannot be accessed until the contract structure is defined.

Validations file¶

Validation rules are defined in:

config/{client}/dua/multi-policy-validations/validations.json

Each entry defines one validation rule that can be enabled or configured per section/coverage:

[
  {
    "reference": "COMMISSION_RULE",
    "label": "Commission Percentage",
    "enabled": true,
    "inputType": "PERCENTAGE",
    "validationType": "PRODUCT_COVER",
    "ruleType": "RULES_ENGINE",
    "bordereauType": "RISK_AND_PREMIUM"
  }
]

Rule properties¶

Property	Description
`reference`	Unique identifier for the rule (e.g. `COMMISSION_RULE`)
`label`	Human-readable display name shown to the underwriter
`enabled`	Whether the rule is enabled by default
`inputType`	`PERCENTAGE`, `NUMBER`, `MULTI_SELECT`, or `TEXT`. Determines the UI input shown.
`validationType`	`PRODUCT_COVER` (coverage-level rule) or `POLICY` (section-level rule)
`ruleType`	`RULES_ENGINE` (evaluated by the rules engine) or `CLIENT_MICROSERVICE` (custom client logic)
`bordereauType`	`RISK_AND_PREMIUM` or `CLAIM`. Which bordereau type this rule applies to.
`prePopulatedValue`	Whether to pre-populate the rule value from contract data
`valueLocation`	Where to source the pre-populated value: `ADDITIONAL_PROPERTIES`, `TAX_AND_DEDUCTIONS`, `LIMIT_OF_INDEMNITY`, `RETENTION`

inputType options¶

inputType	UI shown	Use for
`PERCENTAGE`	Percentage input	Commission rates, tolerances
`NUMBER`	Numeric input	Count limits, fixed amounts
`MULTI_SELECT`	Multi-select dropdown	Allowed values, permitted coverage types
`TEXT`	Text input	Reference codes, descriptions

validationType¶

PRODUCT_COVER — The rule is configured per coverage within a section. The underwriter sets the threshold or value for each product cover.
POLICY — The rule applies to the entire section (policy). Set once per section.

ruleType¶

RULES_ENGINE — The rule is evaluated by the core rules engine against each bordereau row. The rules engine flags any rows that breach the configured threshold.
CLIENT_MICROSERVICE — Custom validation logic is implemented in the client microservice. Use this when the validation logic is too complex for the standard rules engine.

Pre-populating rule values¶

When prePopulatedValue: true, the rule value is automatically populated from the contract structure data. Use valueLocation to specify the source:

valueLocation	Where the value comes from
`ADDITIONAL_PROPERTIES`	From a custom `additionalProperties` field on the product cover
`TAX_AND_DEDUCTIONS`	From the tax and deductions section
`LIMIT_OF_INDEMNITY`	From the LOI configured on the product cover
`RETENTION`	From the retention configured on the product cover

Pre-population saves the underwriter from entering the same value twice — the validation threshold is derived from the agreed contract terms.