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| 1 | +# Salesforce Labs – Digital Insurance Constraint Rule Engine Examples |
| 2 | + |
| 3 | +Welcome to the **Salesforce Labs Insurance Examples Repository**. |
| 4 | +This repository provides **Engineering-certified, production-ready examples** that demonstrate how to implement governance for Digital Insurance product configuration using the **Constraint Rule Engine** and **Constraint Modeling Language (CML)**. |
| 5 | + |
| 6 | +These assets are designed for: |
| 7 | +- Salesforce Admins & Product Owners |
| 8 | +- Insurance IT Developers |
| 9 | +- System Integrators implementing Digital Insurance Policy Admin |
| 10 | +- Architects defining governance for product configuration at scale |
| 11 | + |
| 12 | +The examples in this repository showcase best practices, validated integration patterns, and ready-to-deploy CML rule sets aligned to Salesforce Engineering standards. |
| 13 | + |
| 14 | +--- |
| 15 | + |
| 16 | +# Overview |
| 17 | + |
| 18 | +The **Constraint Rule Engine/Advanced Configurator** provides a governance layer on top of the **Standard Configurator**, ensuring that product configuration stays compliant, validated, and consistent across quotes. |
| 19 | +This repository delivers a complete baseline implementation, including: |
| 20 | + |
| 21 | +- **Certified CML rule sets** (“Golden Examples”) |
| 22 | +- **Sample product models and data assets** |
| 23 | +- **Org-to-org migration utilities** |
| 24 | +- **Documentation and guides** |
| 25 | + |
| 26 | +This repository is meant to accelerate your implementation, reduce onboarding time with CML, and provide a reliable foundation for extending Insurance product configuration. |
| 27 | + |
| 28 | +--- |
| 29 | + |
| 30 | +# Directory Contents |
| 31 | + |
| 32 | +## **1. Golden Example CML Rule Sets** |
| 33 | +Pre-built, Engineering-certified rule CMLs that demonstrate: |
| 34 | +- Best practices for CML syntax and structure |
| 35 | +- How to enforce configuration rules as Admin/Product Designer |
| 36 | +- Real-world Insurance scenarios (e.g., required coverages, disallowed combinations, preset attributes) |
| 37 | + |
| 38 | +These examples cover Auto Insurance, Medical Insurance, and Commercial Insurance, and are fully production-validated and serve as baseline templates for customer customization. |
| 39 | + |
| 40 | +--- |
| 41 | + |
| 42 | +## **2. Product Models & Supporting Metadata** |
| 43 | +Each rule set comes with Salesforce Product Hierarchy metadata such as: |
| 44 | +- Product Definitions |
| 45 | +- Attribute Categories |
| 46 | +- Attribute Definitions |
| 47 | +- Picklists |
| 48 | +- Relationship metadata needed for rule evaluation |
| 49 | + |
| 50 | +These assets are provided to ensure that each CML rule set is functional and testable when deployed into a fresh environment. |
| 51 | + |
| 52 | +--- |
| 53 | + |
| 54 | +## **3. Migration Tools** |
| 55 | + |
| 56 | +### **CML Migration Tool** |
| 57 | +A command-line + UI utility that allows: |
| 58 | +- Import/export of CML rule sets |
| 59 | +- CML Deployment across orgs |
| 60 | +- Standard Configurator Rules to Constraint Engine Rules (WIP) |
| 61 | + |
| 62 | +### **Product Hierarchy Migration Tool (Multi Cloud Data Migrator)** |
| 63 | +Ensures that product model data remains consistent across orgs, enabling: |
| 64 | +- Reliable replication of Insurance product hierarchy |
| 65 | +- Automated or semi-automated org-to-org transfer |
| 66 | +- Dependency-aware sequencing of metadata and data |
| 67 | +--- |
| 68 | + |
| 69 | +## **4. Documentation & Guides** |
| 70 | +Included documentation covers: |
| 71 | +- How CML works |
| 72 | +- Sample Product Hierarchy Visualization |
| 73 | +- Setup instructions |
| 74 | +- Best practices for CML |
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