Rules Management 

It blends step-by-step instructions with field-tested best practices so your team can configure consistent, accurate billing logic across carriers and vendors.

This guide covers both standard Units of Measure and Service Type Units of Measure, also known as Adjuster Type Units of Measure.

Before You Start: Manage Fields and Roles

Creating rules begins by selecting the appropriate vendor and configuring a new assignment, also called a rule, and its line items.

Before You Start: Manage Fields and Roles

Set yourself up for a smooth build before creating the rule.

Verify Assignment Types

Ensure the required assignment type already exists on the Manage Fields page.

If you do not see an assignment type that fits your needs, please reach out to Support to have the assignment type name added.

Master Company Admins (MCAs) and Vendor Admins (VAs) typically select from existing options.

Add Units of Measure (UoMs)

BAP supports two types of Units of Measure.

• Standard UoMs: Broadly available on assignments and used for common billable items such as Mileage, Ladder Assist, Hourly Rate, and Additional Building.
• Service Type UoMs / Adjuster Type Unit of Measure: User-specific UoMs tied to a selected user and a Service Type configured in Manage Fields.

Use Flat Fees Selectively

Flat Fees often do not populate in batch invoice uploads.If a vendor uses batch uploads, model recurring add-ons, such as Administrative Fees, as UoMs with caps rather than Flat Fees.

Naming and Visibility

• Use clear terminology for assignment names.
• Keep User Types set to Default unless role-specific visibility is required.

Taxes

Enable the Taxes switch early.

• Automatic Tax: Calculated by the system.
• Manual Tax: Entered by the vendor and used for proprietary formulas.

How to Add a New Rule

1. Go to Vendor Management.
2. Select the company and click Select.
3. Open the Rules tab.
4. Click Add.
5. Choose the Assignment Type from the dropdown and enter a clear Assignment Name.
6. Configure Line Items, including tiers, fees, UoMs, caps, taxes, and logic.
7. Click Add Line Item after each line.
8. If you have a tiered assignment, you can use Copy LineItem to copy reusable details such as UoMs, flat fees, and adjuster type details. The copied line will still need key tier-specific fields reviewed or re-entered, including line-item name, field fee, min/max limits, and percentage-related settings.
9. Click Save Assignment.

Key Configuration Guidance

When No Tiers Exist

For flat-rate assignments, set:

• Min: 0.00
• Max: Maximum Limit Not Required

Do not enter 0.00 for Max when the rule should be open-ended. Select the Maximum Limit Not Required option instead.

Soft Cap vs Hard Cap

• Hard Cap: The vendor cannot exceed the cap you enter.
• Soft Cap: The vendor may exceed the cap, but the invoice goes to Pending for review.

For standard UoMs, enable Cap may be exceeded. For Service Type UoMs, enable No Cap Restriction.

Ignore Manual Claim Alert

Enable this when:

• The vendor does not have a claim data feed or integration.
• Invoices would otherwise all go to Pending due to missing data.

This can be applied at either:

• Assignment level, which applies to every line in the assignment.
• Line item level, which allows targeted exceptions for specific charges.

Using Service Type UoMs / Adjuster Type Unit of MeasureService Type UoMs allow billing to be restricted to a specific selected user and optionally controlled through Manage Fields default values.

Prerequisite: Enable Service Type UoMs

If Service Type is not available, the client must contact Support and request that the company configuration Allow Adjuster UOM be enabled.Suggested wording:

I need [Vendor Name] to have the company configuration Allow Adjuster UOM turned on.

Step 1: Create the Service Type in Manage Fields

1. Go to Manage Fields.
2. Click New.
3. Select Add Service Type.
4. Enter the Service Type name.
5. Enter Default Values if needed.

Service Type is a free-form field with a maximum length of 30 characters.If Use Default Value is selected later on the rule, assignment values remain visible, but the system calculates using the Manage Fields defaults.

Step 2: Create or Edit the Rule

1. Open the rule in Vendor Management > Rules.
2. Create or edit an assignment.
3. Open the Configurations tab.
4. Select Is Adjuster Type Rule.

Step 3: Add Adjuster Type Unit of Measure Detail

This is where the Service Type is applied to the assignment.

Adjuster Type Unit of Measure Detail Field Definitions

• Select User: Required. Restricts the UoM to one specific user. Only that user can apply the charge on invoices. Best practice is to use a shared billing or admin user when appropriate.
• Service Type: Select the Service Type created in Manage Fields.
• Fee per Unit: Amount charged per unit.
• Fee per Unit Editable: Allows the vendor to edit the rate during invoice creation. If the edited amount is higher than the configured amount, the invoice is flagged for review. If it is lower, no flag is applied.
• Cap Type: Dollar caps the total dollar amount. Unit caps the number of units.
• Cap: Maximum allowed amount based on the selected Cap Type.
• No Cap Restriction: Creates a soft cap. The vendor may exceed the cap, and the invoice goes to Pending for review.
• Add to Compensation: Informational only for carriers. It reflects vendor compensation handling and does not affect carrier billing.
• Compensation % Value: Percentage of the UoM total applied to compensation for the user or adjuster associated with the Service Type UoM.
• Add Job Date Range: Requires the vendor to enter a job start date and job end date when adding the UoM to the invoice.
• Is Non Billable: The UoM is not included in the invoice total. Carriers generally do not see non-billable items.
• Add Percentage Rate: Adds an additional percentage-based charge to the UoM. The system calculates the UoM total, applies the percentage, and adds the resulting amount as an additional charge.
• Rate: The percentage value used by Add Percentage Rate.
• Add / Deduct: Add increases the invoice total. Deduct subtracts from the invoice total and appears with a green check under Is Deduction.
• Is Indemnity: Deprecated field. No longer used.
• Use Default Value: Overrides all row values with the Service Type defaults from Manage Fields.
• Edit and Delete Behavior: Changes apply to future invoices only. Existing invoices are not retroactively affected. If an invoice is edited, updated values may apply. Deleted Service Types cannot be selected on new invoices.

Best Practices for Service Type UoMs

• Confirm Allow Adjuster UOM is enabled.
• Create Service Types before rule setup.
• Select the Service Type before entering values.
• Use Use Default Value for centralized pricing.
• Use consistent billing users where possible.

Field Definitions for New Rule Creation

Assignment Fields

• Assignment Name: Name shown to vendors.
• Assignment Type: Managed in Manage Fields.
• Description: Internal context or usage notes.
• Apply Invoice Total Cap: Enables invoice-level caps at the assignment or line-item level.
• Ignore Duplicate System Alert: Suppresses duplicate warnings when duplicates are intentional.
• Ignore Pending Reason for Manual Claim: Bypasses manual-claim pendings for a specific line.
• Taxes Switch: Enables Automatic or Manual tax handling.
• User Types: Controls visibility. Default is recommended unless a specific exception is needed.

Line Item Fields

• Line Item Name: Label for the charge, such as a tier name or Mileage.
• System Review: Default review behavior where the system evaluates the invoice based on configured rules and pending logic.
• Always Flag For Pending Review: Requires manual approval before payment.
• Never Flag For Pending Review: Automatically marks the invoice Ready for Payment or Paid if logic passes.
• Minimum / Maximum Limit: Tier boundaries. Use 0.00 for Min when no tiers exist and Maximum Limit Not Required for open-ended Max values.
• Field Fee: Fee associated with the tier or non-tier line.
• % Dropdown / % Amount: Percentage-based fee on Invoice Total, Loss Estimate/Gross Loss Estimate, Unit of Measure, or Field Fee.

Unit of Measure + Flat Fee Fields

• Unit of Measures: Standard UoMs available broadly on the assignment. Service Type UoMs follow the separate Adjuster Type Unit of Measure workflow.
• Fee Per Unit: Cost per measurable unit.
• Dollar Cap: Maximum billable amount for the line. Use Cap may be exceeded for a soft cap.
• Free Units: Units not billable before charges begin.
• Flat Fee Label / Amount: One-time fee. Avoid when batch workflows are used.
• Mark as Optional: Allows vendors to include or exclude the fee.
• Select by Default: Preselects the fee for vendor use.
• Fee as Deduction: Treats the fee as a deduction rather than a charge.
• Maximum Limit Not Required: Use when the line has no maximum.
• Add Percentage Rate: Adds additional percentage-based charges.
• No Dollar Cap Restriction: Removes cap requirement entirely.
• Allow Edit Rate: Permits the vendor to edit the rate during invoice submission.

Examples and Best Practices: Fee Schedule MappingUse these examples and templates to translate a carrier fee schedule into BAP rules.

Example: Tiered Field Fee Schedule, Non-CAT Property

Use the lower bound of the next tier, such as 2,500.01, rather than .99 endings. This avoids overlap and rounding ambiguity.Example tier setup:

• Tier 1: 0.00 to 2,500.00 = 325
• Tier 2: 2,500.01 to 5,000.00 = 425
• Tier 3: 5,000.01 to 10,000.00 = 575
• Tier 4: 10,000.01 to 25,000.00 = 750
• Tier 5: 25,000.01 and up = 950 with Maximum Limit Not Required

Why this setup is recommended:

• Using X.01 keeps clear, non-overlapping ranges.
• The top tier should use Maximum Limit Not Required when open-ended.
• Build the first tier completely, then use Copy LineItem to speed through the remaining tiers.
• Review or re-enter the tier-specific fields after copying, including name, min/max, field fee, and percentage-related settings.

Example: Erroneous Assignment, Flat-Rate With No Tiers

Use this setup for flat-rate tasks where tiers do not apply.

• Min: 0.00
• Max: Maximum Limit Not Required
• Field Fee: 70.00

Why this setup is recommended:

• No-tier assignments still need a starting minimum.
• Maximum Limit Not Required keeps the assignment open-ended.

Example: Mileage as a Standard or Service Type UoM on the Assignment

Configure Mileage as a UoM on the same assignment as the field fee tiers when the mileage charge belongs with the assignment.

• UoM: Mileage
• Fee per Unit: 0.70
• Dollar Cap: 500.00
• Cap may be exceeded: Checked for a soft cap
• Free Units: 50

Why this setup is recommended:

• Free Units allow the first set of miles to remain non-billable.
• Cap may be exceeded allows over-cap mileage to go to review when soft-cap behavior is intended.

Example: Administrative Fee as a Standard or Service Type UoM on the Assignment

Configure the Admin Fee as a UoM on the same assignment when the vendor uses batch uploads or when the fee should be captured consistently.

• UoM: Admin Fee
• Fee per Unit: 35.00
• Dollar Cap: 35.00
• Cap may be exceeded: Unchecked for a hard cap
• Free Units: 0

Why this setup is recommended:

• Many batch templates do not surface Flat Fee fields.
• Modeling recurring add-ons as UoMs helps ensure the fee is available during batch workflows.

Example: Service Type UoM / Adjuster Type Unit of Measure

Use this setup when the UoM should be tied to a Service Type and selected user.

• Enable Allow Adjuster UOM for the vendor.
• Create the Service Type in Manage Fields.
• Enable Is Adjuster Type Rule on the assignment.
• Add the Adjuster Type Unit of Measure Detail row.
• Select the required user and Service Type.
• Enter values or use Use Default Value to pull from Manage Fields.
• Choose Add or Deduct based on billing intent.

Example: Supplemental Rules, Difference in Tiers With Minimum

Use this setup when a supplemental estimate increases the loss from one tier to a higher tier and the carrier charges the difference between the two tier fees.

• Type of Fee: Difference in Fee Schedule
• Flat Fee as Minimum: Yes
• Minimum Amount: 150.00

Why this setup is recommended:

• The rule charges only the incremental difference when the tier moves up.
• Flat Fee as Minimum ensures the supplemental invoice is never below the stated minimum.
• Confirm carrier policy before supporting downward adjustments or negative supplement behavior.

Copy/Paste Templates

Tiered Field Fee: Fixed Fee per Estimate Range

Assignment:

• Assignment Type: [Assignment Type]
• Name: [Assignment name/category]
• Taxes: Automatic or Manual
• User Types: Default

Line Item:

• Line Item Name: [Tier Name]
• Min: [value]
• Max: [value or Maximum Limit Not Required]
• Field Fee: [value]

Flat-Rate: No Tiers

Assignment:

• Assignment Type: [Assignment Type]
• Name: [Erroneous Assignment or similar]

Line Item:

• Min: 0.00
• Max: Maximum Limit Not Required
• Field Fee: [value]

Standard UoM With Soft Cap

In the target assignment:

• UoM Name: [Mileage or other]
• Fee per Unit: [value]
• Dollar Cap: [value]
• Cap may be exceeded: Checked
• Free Units: [value]

Service Type UoM / Adjuster Type Unit of Measure

• Prerequisite: Allow Adjuster UOM enabled
• Manage Fields > New > Add Service Type
• Service Type Name: [30 characters or less]
• Default Values: [optional]
• Rule Configurations > Is Adjuster Type Rule = selected
• Select User: [required]
• Service Type: [choose service type]
• Fee per Unit: [value]
• Cap Type: Dollar or Unit
• Cap: [value]
• No Cap Restriction: [checked for soft cap if desired]
• Use Default Value: [checked if Manage Fields defaults should override row values]
• Add or Deduct: [choose based on billing intent]

Supplemental: Tier Difference With Minimum

Supplemental Rules:

• Assignment Name: [value]
• Line Item > Type of Fee: Difference in Fee Schedule
• Flat Fee as Minimum: Yes
• Minimum Amount: [example: 150.00]

Quick QA ChecklistBefore saving or publishing a new rule, confirm the following:

• Tier edges use X.01 as the lower bound of the next tier.
• Top tiers use Maximum Limit Not Required when open-ended.
• No-tier assignments use Min = 0.00 and Max = Maximum Limit Not Required.
• UoMs use the correct Fee per Unit, cap, and Free Units.
• Batch vendors use UoMs instead of Flat Fees for recurring add-ons where possible.
• Taxes are set to Automatic or Manual as intended.
• User Types remain Default unless there is a documented exception.
• Ignore Manual Claim Alert is enabled only where invoices would otherwise all go to Pending.
• If using Service Type UoMs, confirm Allow Adjuster UOM is enabled.
• If using Service Type UoMs, confirm the Service Type exists in Manage Fields.
• If using Service Type UoMs, confirm Is Adjuster Type Rule is selected.
• If using Service Type UoMs, confirm Select User is correct.
• If using Service Type UoMs, confirm whether Use Default Value should be selected.
• If using Service Type UoMs, confirm Add or Deduct is correct for invoice behavior.

Editing Existing RulesEditing follows a consistent pattern and includes a two-step save.

How to Edit Rules

1. Go to Vendor Management and select the company.
2. Open the Rules tab.
3. Click the rule and select Edit.
4. Choose the line item to modify.
5. Make your changes.
6. Click Add Line Item.
7. Click Save Assignment.

Always complete the two-step save: Add Line Item, then Save Assignment.

Time-Saving Tips

• Use Copy LineItem for tiered schedules when repeating UoMs, flat fees, or adjuster type details.
• Review or re-enter tier-specific fields after copying, including line-item name, field fee, min/max limits, and percentage-related settings.
• Always click Add Line Item before Save Assignment. Skipping either step may discard changes.

 

Copying Rules Between Companies

Copying rules lets you replicate fee schedules across multiple vendors quickly. This tool is permission-restricted for Admins.

How to Access

Go to Settings > Copy Rule.

How to Copy Rules

1. Select the source vendor.
2. Choose the rule type and assignments.
3. Select the destination vendors.
4. Click Copy Rules.

After Copying: Important Checks

After copying, confirm:

• User Types are correct, usually Default.
• Tax settings match the vendor’s expectations.
• Caps are correct.
• Soft-cap or hard-cap choices are correct.
• Ignore Manual Claim Alert is set as intended.
• Service Type prerequisites are in place for destination vendors when Service Type UoMs are used.

Managing Assignments and Line ItemsRules are composed of Assignments and Line Items.

• Assignments: The high-level billing frame.
• Line Items: The individual charges and logic within the assignment.

Assignments Tab

Use this area to:

• View active and inactive assignments.
• Export assignments.
• Review change history.
• Add, edit, deactivate, or reactivate assignments.

Line Items Tab

Use this area to review:

• Tier thresholds.
• Field Fees and percentage rates.
• UoMs, including rate, cap, and free units.
• Flat Fees.
• Tax behavior.
• Optional and default settings.
• Deduction settings.
• Service Type UoM details when configured.

Assignment-Level vs Line-Item-Level Controls

Assignment-level settings apply to all line items within the assignment.

Line-item-level settings allow targeted exceptions for specific charges.

Supplemental Rules Management

Supplemental rules mirror regular rules but apply to supplement invoices.

Supplemental rules include additional calculation options and sub-options that may vary by setup, such as Fee Schedule Per Estimate and calculations based on Field Fee or Invoice Total. Validate the selected supplemental fee type before saving.

You can:

• View active and inactive supplemental rules.
• Filter supplemental rules.
• Export supplemental rules.
• Add, edit, deactivate, or reactivate supplemental rules.

Supplemental rules support the same best practices for naming, UoMs, taxes, caps, and soft-cap or hard-cap choices.Workflow Summary

• Create new rules for onboarding vendors or adding a new fee schedule.
• Edit rules when pricing tiers, caps, or parameters change.
• Copy rules to scale configurations across similar vendors or carriers.
• Manage assignments and line items to keep configurations clean and transparent.
• Maintain supplemental rules for follow-up or add-on billing scenarios.

Conclusion

Following this Create, Edit, Copy, and Manage workflow helps ensure consistent, accurate rule configurations across vendors and carriers while keeping the review process clear and predictable.