Exclusions

Using the 'Exclusions' step in the builder to create rules for rejecting quotes

The 'Exclusions' step allows you to protect your business, by making decisions on which quotes, prices, customers or risks you want to reject, based on any factor.

The Exclusion step

How might you use the 'Exclusions' step?

If you were building a pricing model for insurance, there may be certain kinds of risk that you don't want to accept on your book at all.

For example, you may want to create a rule to reject quotes based on the age of something being too old, which could apply to a property, a vehicle or even a customer.

1. Add a new exclusion

Once you've added the 'Exclusions' step and named it, like you will with any other step in the Build tool (more on that here), you'll need to add your exclusion rules.

To get started, click the cog symbol in the top right of the 'Exclusions' step.

Once you've opened the step, click the 'ADD' button in the top right of exclusions table.

ADD button for new exclusions

2. Create your exclusion

There are only two elements to each exclusion, whether you're adding a new exclusion or editing an existing one.

Name

Give your exclusion a descriptive name. This will be shown in your table of exclusions, so make sure it's unique and easy to understand.

Expression

Write an expression to build your exclusion rule. This will need to include which data input(s) you want to be looking at, and define the conditions that you will use to reject a quote.

Here's an example of how you would structure an expression using the vehicle's manufacture date as an input, choosing to reject any quotes for vehicles manufactured before the year 2000:

({{vehicle_year_of_manufacture}} < 2000)

To learn how to structure your expression in more detail, debug and to see the full glossary, check out our full page on Syntax.

Adding a new exclusion dialogue

3. Save your new exclusion

Once you're happy with the exclusion you've added, just press the 'Save' button in the bottom right of the modal and you're ready to add more exclusions to the table from your Collection if you want to.

Save exclusion button

4. Add, edit or delete exclusions

To add more new exclusions, repeat the steps above. Alternatively, you can edit and delete exclusions you've already added.

To bulk edit all exclusions, you can use the buttons to the top left of the exclusions table download as a CSV, edit and then re-upload your exclusions table.

Upload and download buttons

5. Save the step

Once you're happy with all of the exclusions in your table, just press the 'Save' button in the top right of the screen. You're now ready to head back to the 'Build' screen.

Save step button