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Circumstance templates

Updated on August 16, 2022

Use a circumstance template rule to identify properties for multivariate circumstanced rules. A circumstance template rule contains an array of properties such as .State, .Channel, and .ClaimAmount that reference property values in one or more circumstance definition rules. These rules define the value combinations for each of the properties defined in the circumstance template rule.

Where referenced

Circumstance template rules are referenced by multivariate circumstance-qualified rules.

Multivariate circumstancing enables you to specialize a rule by more than one feature. For example, an insurance company may be required to collect, for every state, claims that exceed a specific amount and the method by which the claims were conveyed (letter, phone, email, and so on).

Create a circumstance template rule before you create a circumstance definition rule. For instructions, see these Pega Community articles:

  • How to create a circumstance template rule
  • How to create a circumstance definition rule
  • How to create a rule with multiple circumstance properties.
  • How multivariate circumstancing works

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