Rules Tips & Tricks

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You can check for dates in rules and only take action based on that date.

For example, you can change the IPT rate on a certain date by using, for example: [Record.InceptionDate] < #2015-11-01#

If the condition is true, then set the rate to 6.0 otherwise set it to 9.5

RulesByDate.png


Guide:Creating_a_rule_to_refer_at_a_specific_sum_insured