The Salesforce Labs Insurance Examples Repository provides examples that demonstrate how to implement governance for Digital Insurance product configuration using the Constraint Rule Engine and Constraint Modeling Language (CML).

These assets are designed for:

• Salesforce Admins & Product Owners
• Insurance IT Developers
• System Integrators implementing Digital Insurance Policy Admin
• Architects defining governance for product configuration at scale

The examples in this repository showcase best practices, validated integration patterns, and ready-to-deploy CML rule sets aligned to Salesforce Engineering standards.

The Constraint Rule Engine and Advanced Configurator provide a governance layer on top of the Standard Configurator, ensuring that product configuration stays compliant, validated, and consistent across quotes. This repository delivers a complete baseline implementation, including:

• Certified CML rule sets (“Golden Examples”)
• Sample product models and data assets
• Org-to-org migration utilities
• Documentation and guides

These tools are designed to accelerate your implementation, reduce onboarding time with CML, and provide a reliable foundation for extending Insurance product configuration.

The directory contains examples, product models, and tools.

Pre-built, Engineering-certified rule CMLs that demonstrate:

• Best practices for CML syntax and structure
• How to enforce configuration rules as Admin/Product Designer
• Real-world Insurance scenarios (e.g., required coverages, disallowed combinations, preset attributes)

These examples cover Auto Insurance, Medical Insurance, and Commercial Insurance, and are fully production-validated and serve as baseline templates for customer customization.

Each rule set comes with Salesforce Product Hierarchy metadata such as:

• Product Definitions
• Attribute Categories
• Attribute Definitions
• Picklists
• Relationship metadata needed for rule evaluation

These assets are provided to ensure that each CML rule set is functional and testable when deployed into a fresh environment.

Migration tools enable you to move data between orgs while preserving metadata and its hierarchy.

THe CML Migration Tool is a command-line + UI utility that enables:

• Import/export of CML rule sets
• CML Deployment across orgs
• Standard Configurator Rules to Constraint Engine Rules (WIP)

The documentation covers:

• How CML works
• Sample Product Hierarchy Visualization
• Setup instructions
• Best practices for CML