Import Rules Configuration

In this area, you can establish rules to define how imported leads update information in the system. These rules determine the values used in required fields when specific criteria are met. You must configure the Default Rule before your organization can begin importing leads, as this rule contains the minimum fields that must be defined for each import. You can also define additional rules if necessary.

The system always applies the rules in the order in which they display in this area, meaning that it applies the Default Rule first, followed by the second rule listed, and so on. If an imported lead meets the criteria for two rules that modify the same default field, the second rule will overwrite the value written by the first rule.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Leads Inbox on the navigation panel or Areas > Leads Inbox on the menubar.
3. Click Import Rules on the navigation panel.
   
   You can do the following from here:
• Edit the Default Rule

  The Default Rule contains all of the dependent fields that must be completed for each imported lead. You can remove fields that are not necessary for your organization from the Default Rule as long as they have no dependencies.

  1. Select <DEFAULT RULE> in the list and do one of the following:
  • Click the Edit button beside the list.
  • Click File > Open on the menubar.
  • Double click the <DEFAULT RULE>.
  • Press [Enter].
  2. You cannot edit the Rule Name or the Criteria section. In the Default Field Values section, complete the fields in order, as later fields may have dependencies on the entries for earlier fields.
  1. Select the first field in the list and click the Edit button .
  2. The Edit Defaulted Field window displays. Select a Value from the dropdown menu.
  3. Click Finish to apply the value to the field, or click Cancel to close the window without saving your changes.
  4. Repeat the previous steps to assign a value to every field. Automated import requires a value for all Default Rule fields.

  To remove a criterion from the default rule, select it and click the Delete button . You are prompted to confirm the deletion. Click Yes.

  3. Click Finish to save your Default Rule changes.
• Add a Rule

  When adding rules, be aware that any rule can overwrite the Default Field Value assigned by a previous rule (including the Default Rule). You may want to add broad rules first that cover a wide range of leads (for example, a rule with only the Business Type criterion defined as equal to Personal Lines), then add more focused rules for leads with specific characteristics. Rules are applied in the order in which they display in the Import Rules list.

  1. Click the Add button beside the list.
  2. Enter a clear, specific Rule Name. This name will aid you in managing your view and understanding the rules applied.
  3. Set criteria to define when and how field values default. In the Criteria section, click the Add button.
  1. In the Add Criterion window, select a Field from the dropdown menu.
  2. Select a Compare Type from the dropdown menu. The Compare Type options vary, depending on your Field selection.
     • Less Than: All amounts less than the Value entered, excluding that value. This option allows you to specify a maximum amount.
     • Greater Than: All amounts greater than the Value entered, excluding that value. This option allows you to specify a minimum amount.
     • At Least: All amounts equal to or greater than the Value entered. This option allows you to specify a minimum amount.
     • At Most: All amounts less than or equal to the Value entered. This option allows you to specify a maximum amount.
  3. Enter or select a Value, or select date(s) from the dropdown calendar(s) (if you chose Effective Date or Entered Date).
  4. Click Add to add additional criteria and repeat the previous step, or click Finish to add this criterion and close the window.
  4. In the Default Field Values section, click the Add button to specify field values to default based on the criteria you defined in the previous step.
  1. In the Add Default Field window, select a Field from the dropdown menu.
     
     Some fields may have dependencies on fields defined earlier. Make sure to define field values in a logical order.
  2. Select a Value from the dropdown menu.
  3. Click Add to add additional default field values and repeat the previous steps, or click Finish to add this default field value and close the window.
  5. Click Finish or press [Enter] to complete the rule.
     
     Click Add to add this rule and create another one.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Edit a Rule

  You must define at least one criterion and one default value per rule.

  1. Select a rule in the list and do one of the following:
  • Click the Edit button beside the list.
  • Click File > Open on the menubar.
  • Double click a rule in the list.
  • Press [Enter].
  2. Revise the Rule Name if necessary.
  3. If necessary, revise the Criteria by doing the following:
  • Click the Add button to add an additional criterion.  
    1. In the Add Criterion window, select a Field from the dropdown menu.
    2. Select a Compare Type from the dropdown menu. The Compare Type options vary, depending on your Field selection.
       • Less Than: All amounts less than the Value entered, excluding that value. This option allows you to specify a maximum amount.
       • Greater Than: All amounts greater than the Value entered, excluding that value. This option allows you to specify a minimum amount.
       • At Least: All amounts equal to or greater than the Value entered. This option allows you to specify a minimum amount.
       • At Most: All amounts less than or equal to the Value entered. This option allows you to specify a maximum amount.
    3. Enter or select a Value, or select date(s) from the dropdown calendar(s) (you chose Effective Date or Entered Date).
    4. Click Add to add additional criteria and repeat the step above or click Finish to add this criterion and close the window.
  • Select a criterion and click the Edit button to modify an existing criterion.  
    1. In the Edit Criterion window, select a different Field from the dropdown menu if necessary.
    2. Select a different Compare Type from the dropdown menu if necessary The Compare Type options vary, depending on your Field selection.
       • Less Than: All amounts less than the Value entered, excluding that value. This option allows you to specify a maximum amount.
       • Greater Than: All amounts greater than the Value entered, excluding that value. This option allows you to specify a minimum amount.
       • At Least: All amounts equal to or greater than the Value entered. This option allows you to specify a minimum amount.
       • At Most: All amounts less than or equal to the Value entered. This option allows you to specify a maximum amount.
    3. Revise the Value, or select date(s) for the criterion if necessary.
    4. Click Finish to save your changes and close the window.
  • Select a criterion and click the Delete button to remove a criterion. You are prompted, "Do you wish to delete this record?" Click Yes.
  • Click the Print button   to print the list of criteria. The Print screen displays. Print this list as you would any other document.
  4. If necessary, revise the Default Field Values by doing the following:
  • Click the Add button to add additional default field values.
    1. In the Add Default Field window, select a Field from the dropdown menu.
       
       Some fields may have dependencies on fields defined earlier. Make sure to define field values in a logical order.
    2. Select a Value from the dropdown menu.
    3. Click Add to add additional default field values and repeat the previous steps, or click Finish to add this default value and close the window.
  • Select a default field value and click the Edit button to modify an existing value.
    1. In the Edit Defaulted Field window, select a different Field from the dropdown menu if necessary.
       
       Some fields may have dependencies on fields defined earlier. Make sure to define field values in a logical order.
    2. Select a different Value from the dropdown menu if necessary.
    3. Click Finish to save your changes and close the window.
  • Select a default field value and click the Delete button to remove the value. You are prompted, "Do you wish to delete this record?" Click Yes.
  • Click the Print button to print the list of default field values. The Print screen displays. Print this list as you would any other document.
  5. Click Finish or press [Enter] to save the changes you made to the rule.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes.
• Delete a Rule

  The Default Rule cannot be deleted.

  1. Select a rule in the list.
  2. Do one of the following:
  • Click the Delete button  beside the list.
  • Click File > Delete on the menubar.
  • Press [Delete] on your keyboard.
  3. You are prompted, "Do you wish to delete this record?" Click Yes.
• Print a list of Rules
  1. To print the list of rules, do one of the following:
  • Click the Print button  beside the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. The Print screen displays. Print this list as you would any other document.
• Reorder the list of Rules

  Rules are applied in the order in which they are listed.

  1. Select a rule in the list and click the up or down arrow button beside the list to change its position.
  2. Continue reordering rules until they display in the desired order.