Carriers & rules engine
Carriers (Reference → Carriers) lists every carrier with the facts that drive the clocks and the automation.
Carriers list
Each row shows the carrier, portal, our SLA (response days), audit window (typical audit days), O&P cap, a rules count, and open / total estimates. + Add carrier and the per-row Edit / Delete buttons manage the record:
| Action | Endpoint |
|---|---|
| Create | POST /api/carriers |
| Update | PATCH /api/carriers/:id |
| Delete | DELETE /api/carriers/:id |
The add/edit modal captures name, portal, SLA response days, typical audit days, O&P cap, and notes.
These slaResponseDays and typicalAuditDays values set the two clocks for every estimate on
that carrier (scaled by the phase multiplier — see SLA & phases).
Carrier detail
Click a carrier to open its detail page, which has three parts: the rules engine, the related estimates table, and a rule tester, alongside the carrier’s facts and email domains.
Rules engine — when / then automation
Each carrier owns an ordered set of rules that fire when an auditor revision lands. A rule is a
when condition matched against the estimate + parsed revision, and a then set of actions:
when (any combination) | Meaning |
|---|---|
reasonCodesAny / reasonCodesAll | Parsed reason codes present (any / all). |
deltaBelow | The RCV delta is below n (the carrier cut us). |
roundAtLeast | Current round ≥ n. |
lossType / phase | Estimate loss type / phase in the set. |
then action | Effect |
|---|---|
priority | Set priority low / medium / high. |
slaResponseDays | Override the response budget for this estimate. |
followup | Create a follow-up (kind, title, owner, offset days). |
assignTo | Assign the respond follow-up to someone. |
escalate | Raise to a lead. |
tag | Tag the revision. |
Rules are evaluated in priority order; the first match wins for scalar actions (priority, SLA,
assignee), while every matched rule can add follow-ups and tags. Each rule card has an enable toggle
(PATCH /api/carrier-rules/:id), its when and then rendered in plain English, and notes. The
Add rule panel POSTs to /api/carrier-rules.
Rule tester
Before you rely on a rule set, dry-run it: enter sample reason codes, round, and delta and click
Evaluate rules (POST /api/carriers/:carrierId/rules/preview). The output lists which rules would
fire and the merged actions — no data is written.
Related estimates
A table of every estimate on this carrier (estimate, insured, ball, round, RCV, aging), each linking to its detail page. + New estimate for this carrier opens the create form pre-filled with this carrier.