LOB Identity
Define the core identifiers for this line of business.
Basic Information
Roles & Permissions
Products & Structure
Define placing types, products, limits of indemnity, retentions and coverages.
Placing Types
Products
Limits of Indemnity
Retentions
Coverages
Submission Form Fields
Define the data fields captured during submission. Add the fields that underwriters and brokers need to complete.
Form Fields
Workflow Actions
Define the risk action sequence — the steps a risk moves through from submission to completion.
Action Sequence
Actions are executed in the order listed. Each action transitions the risk from one status to the next.
Appetite Rules
Define rules engine expressions that validate risk appetite on submission. Rules can warn or decline risks.
Rules
Business Constants
Define client-specific constant lists used in dropdowns and rules. These are the coded values that appear as selectable options in the UI.
Constant Lists
Review & Run
Review your configuration and trigger the pipeline to generate config files and run tests.
Configuration Summary
Download intake form
Downloads your configuration as a JSON file. Run the pipeline locally to apply it to your repo.