Editing visualized products

Edit in Product Definition screen

Set Product Design Mode to Designer.

You can access the Product Definition screen by navigating to the Product Management > APD Managed tab, selecting a product, and clicking Edit Product. These screens are designed specifically for viewing product details and making changes.

Edit in submissions and other policy transactions

You can use a submission for demonstrating the product to others. To see the product as a user, set Product Design Mode to User. In the submission you can view product details, choose coverages, and set values on the Risk Details and Pricing screens. You can also try out the visualized product in other policy transactions.

In a policy transaction, you can make changes to the visualized product. Set Product Design Mode to Designer. The Risk Details and Pricing screens display extra fields, such as Minimum or Maximum, for changing the product model. For example, if a minimum or maximum value is in error, you can change the value.

In a policy transaction, you can use the Toggle User Mode button to switch back and forth between User and Designer modes. When demonstrating a product submission, toggle to User mode to view screens as an end user. If someone requests a change, toggle to Designer mode and change the product. Then toggle back to User mode.