• Use Case
  • Data accuracy with validation rules

Maintain Data Accuracy with Validation Rules

  • Scenario
  • Problem
  • Solution
  • Output

Scenario

In the insurance industry, the need for accurate and complete information is critical. When a customer provides incomplete or inaccurate information, these errors lead to process delays and problems in documentation.

Problem

ABC Life insurance has introduced new family insurance policy that covers up to 4 beneficiaries. Customers are signing up using the form in the company's help center. These policies have well-defined rules regarding issues like how many beneficiaries can be included and required documents.

However, while verifying the paperwork, agents begin to find that many customers have not adhered to the rules. Due to incomplete and inaccurate information, the filing process is facing delay. 
 

This has led to agents spending extra time verifying the paperwork, which impacts overall efficiency and delays the filing process.

Insurance policy flowchart

Solution

ABC's help center is powered by Desk. Here, ABC Insurance agents can make use of the customization feature Validation rules in layouts and fields to streamline this process. A validation rule is a predefined condition set up for collecting a database, which ensures data entered into a system meets the specified requirements.

The validation rule that triggers an alert message if the number of beneficiaries entered exceeds the limit, which ensures that each application complies with the requirements for purchasing the policy.

Note:

  1. While creating the layout, ensure that you choose the Integer field to apply this validation rule.
  2. Users can create a maximum of 50 validation rules per department.

Configuration:

To create validation rule:

  1. Go to Setup > Customization > Layouts & Fields > Validation Rules.
  2. Under Validation Rules page, click on Create Rule.
  3. In the New Validation Rules pop-up select the form layout and field name
  4. Click Next.
  5. Under Create Validation Rule page, click on Add Option.
  6. Fill the Specify criteria to validate.
  7. Click Done.
  8. Add an alert message.
  9. Check Apply to help center box.
  10. Click Save.

Output

By applying this automation rule, customers who are accessing the form from ABC's help center will only be able to submit the form when they have added four or fewer beneficiaries to the policy. This single automation rule can reduce errors and avoid delays in the process caused by the input of incorrect da

Also read: Creating Validation Rules

  • EditionEnterprise
  • Key FeaturesValidation Rules
  • Profile PermissionManage Layouts and Fields