Documentation Index
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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
- rank: UI rendering order within the entity type — lower values render first,
null renders last. Returned on list responses. Set via PUT /configuration/rating/fields/rank; not set on creation. Not used as the list endpoint’s sort key.
API Endpoints
| Method | Endpoint | Description |
|---|
| GET | /configuration/rating/fields | List rating input fields |
| POST | /configuration/rating/fields | Create a new rating input field |
| DELETE | /configuration/rating/fields/{fieldId} | Delete a rating input field |
| PUT | /configuration/rating/fields/rank | Reorder rating input fields within an entity type |
Permissions
| Action | Permission |
|---|
| List fields | company:read |
| Create field | company:update |
| Delete field | company:update |
| Reorder fields | company:update |
Field Definition Properties
| Property | Type | Required | Description |
|---|
| className | string | Yes | Field type: AddressField, DateField, GroupField, InputField, LocalCurrency, MultiSelectField, SelectField, StaticField |
| key | string | Yes | Unique field key (cannot be companyId) |
| path | string | Yes | Dot-notation path for the field value in rating data |
| label | string | No | Human-readable label |
| section | string | No | UI section grouping |
| required | boolean | No | Whether the field is required |
| fields | object | No | Sub-field configuration (e.g., select options) |
| displayCondition | string | boolean | object | No | Condition controlling when the field is displayed. Create accepts a string; list responses may also return a boolean or structured conditional object. |
| displayConditions | object | No | Multiple display conditions |
| value | string | object | No | Default value. Create accepts a string; list responses may also return a structured value reference (e.g., path-based lookup). |