Overview

Manage coverage limit presets in rating engine revision config

Overview

Configuration rating presets define coverage limit options stored in the rating engine revision’s config JSON (rating_engine_revisions.config.coverageLimitPresets). These endpoints are for rating-engine companies where presets live in the revision config, not in the coverage_limit_presets table.

For non-rating-engine companies, use the Configuration Presets endpoints instead.

Key Concepts

• ratingEngineRevisionId: The rating engine revision whose config contains the presets — must already exist.
• revisionStrategy: Controls how the revision is updated — UpdateExistingRevision modifies the specified revision in place. CreateNewRevision is not yet implemented.
• coverageTypeKey: The string key of an existing coverage type (global or company-specific). Must exist in the coverage_types table.
• limits: An object containing an array of named limit amounts and an optional allowLimitEdits flag controlling whether users can modify amounts on quotes.
• isDefault: Whether this preset is the default for its coverage type. When creating a preset with isDefault: true, any existing default for the same coverage type within the revision config is automatically set to non-default.
• Settings fields: Optional JSON configuration for deductibles, limits, retroactive dates, waiting periods, and prior/pending litigation dates. These are opaque blobs passed through to the rating engine.

API Endpoints

Method	Endpoint	Description
GET	/configuration/rating/presets	List coverage limit presets from the revision config
POST	/configuration/rating/presets	Create a new coverage limit preset in the revision config
DELETE	/configuration/rating/presets/{presetId}	Remove a preset from the revision config

Permissions

Action	Permission
List presets	company:read
Create preset	company:update
Delete preset	company:update

GET Response Properties

The list endpoint returns { items }. Each item has these properties:

Property	Type	Description
id	string (UUID)	Preset identifier
coverageTypeKey	string	Coverage type key this preset belongs to
setName	string	Display name for the preset
isDefault	boolean	Whether this is the default preset for its coverage type
limits	object	Limit definitions (see Limits Object below)
defenseInsideLimit	string | null	"inside" or "outside"
deductible	number | null	Deductible amount in dollars
waitingPeriodSettings	object | null	Waiting period configuration
deductibleSettings	object | null	Deductible default amount configuration
limitSettings	object | null	Limit default amounts configuration
retroactiveDateSettings	object | null	Retroactive date default amount configuration
priorPendingLitigationDateSettings	object | null	Prior/pending litigation date configuration

Unlike the table-based Configuration Presets endpoint, config-JSON presets do not have createdAt, updatedAt, or retroactiveDate fields. Sorting is by setName (default) or coverageTypeKey instead of timestamps.

POST Request Properties

Property	Type	Required	Description
ratingEngineRevisionId	string (UUID)	Yes	Rating engine revision to add the preset to
revisionStrategy	string	Yes	"UpdateExistingRevision" or "CreateNewRevision" (501)
coverageTypeKey	string	Yes	Coverage type key (must exist)
setName	string	Yes	Display name for the preset
limits	object	Yes	Limit definitions (see below)
isDefault	boolean	No	Whether this is the default preset (defaults to false)
defenseInsideLimit	string	No	"inside" or "outside"
deductible	number	No	Deductible amount in dollars
waitingPeriodSettings	object	No	Waiting period configuration
deductibleSettings	object	No	Deductible default amount configuration
limitSettings	object	No	Limit default amounts configuration
retroactiveDateSettings	object	No	Retroactive date default amount configuration
priorPendingLitigationDateSettings	object	No	Prior/pending litigation date configuration

Limits Object

Property	Type	Required	Description
limits	array	Yes	Array of limit definitions
limits[].id	string	Yes	Unique identifier for this limit
limits[].name	string	Yes	Display name (e.g., “Per Occurrence”)
limits[].amount	number | string	No	Limit amount — a number (e.g. 1000000) or a string (e.g. “100%”, ”-”). Omit when not applicable.
allowLimitEdits	boolean	No	Whether users can edit limit amounts on quotes