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Overview

Configuration rating fields define the input fields that feed data into the rating engine. Each field has a definition specifying its type, key, display label, and optional configuration like select options or display conditions. Fields are associated with an entity type (e.g., “policies”, “dealership”) and a rating engine revision. These endpoints manage rating input fields only. Entity fields (events, insureds, policies) are managed through /configuration/fields endpoints.

Key Concepts

  • fieldDefinition: A JSON object defining the field’s type (className), unique key, data path, and optional properties like label, section, and display conditions
  • entityType: The rating entity type the field applies to — can be policies or any exposure type (e.g., dealership, company)
  • ratingEngineRevisionId: The rating engine revision this field belongs to — must already exist
  • revisionStrategy: Controls how the revision is updated — UpdateExistingRevision modifies the specified revision in place. CreateNewRevision is not yet implemented.
  • className: The field type — AddressField, DateField, GroupField, InputField, LocalCurrency, MultiSelectField, SelectField, or StaticField

API Endpoints

MethodEndpointDescription
GET/configuration/rating/fieldsList rating input fields
POST/configuration/rating/fieldsCreate a new rating input field
DELETE/configuration/rating/fields/{fieldId}Delete a rating input field

Permissions

ActionPermission
List fieldscompany:read
Create fieldcompany:update
Delete fieldcompany:update

Field Definition Properties

PropertyTypeRequiredDescription
classNamestringYesField type: AddressField, DateField, GroupField, InputField, LocalCurrency, MultiSelectField, SelectField, StaticField
keystringYesUnique field key (cannot be companyId)
pathstringYesDot-notation path for the field value in rating data
labelstringNoHuman-readable label
sectionstringNoUI section grouping
requiredbooleanNoWhether the field is required
fieldsobjectNoSub-field configuration (e.g., select options)
displayConditionstring | boolean | objectNoCondition controlling when the field is displayed. Create accepts a string; list responses may also return a boolean or structured conditional object.
displayConditionsobjectNoMultiple display conditions
valuestring | objectNoDefault value. Create accepts a string; list responses may also return a structured value reference (e.g., path-based lookup).