Add default and minimum and maximum values

Before you begin

  • Set Product Design Mode to Designer or above.

About this task

You can specify values on the Product Definition screen. Alternatively, you can enter values on Policy Contract screen in a submission or other policy transaction.

You can set Default Value, Minimum Value, and Maximum Value. You can specify Conditional Exceptions to handle more complex situations.

In this example, you set the default value of a field to 100. However, in California, the default is 200. The minimum value for the field is 50, but 75 in California.

The steps start a submission using the Ray Newton account defined in the sample data.

Note: Minimum and maximum values are product model properties.

Procedure

  1. Select a product at the top of the APD Managed tab.
    The selected product appears in the Details tab.
  2. Click Edit Product.
    PolicyCenter displays the Product Definition screen.
  • Product Definition screen
    1. Select the Fields tab.
    2. Click Add to add a field.
    3. Set the Label to Number of Objects and Type to Number.
      The Default Value, Minimum Value, and Maximum Value columns display <none> if a value has not been defined. The column is blank if a value cannot be specified.
  • Specify default, minimum, or maximum
    1. In this row, click <none> in the Default Value, Minimum Value, or Maximum Value column.
      A Default Property, Minimum Property, or Maximum Property popup appears.
    2. Select <none> in the Minimum Value column.
      The Minimum Property popup appears.
    3. In Minimum Possible Value, specify a default value. Enter 100.
  • Add conditional exception
    1. To add a conditional exception, click Add Condition.
      The Default Property for popup appears.
    2. Click Add and select Policy:Base Jurisdiction from the Element drop-down list.
    3. Select or specify a Matching Value such as California.
    4. In Resulting Value, enter a default value for this conditional exception, such as 200.
    5. Click OK to save the conditional exception.
    6. Add a conditional exception that sets the minimum value to 50, and to 75 for California.
  • Test in a submission
    1. To test your default properties, switch Product Design Mode to User.
    2. Start a submission for this product and navigate to the Policy Contract in a submission.
    3. Go to the Risk Details screen.
    4. On the Fields tab, enter a value of 60 in the Number of objects field, and click Next.
      Because the base jurisdiction of Ray Newton's policy is California, the screen displays an error message because 60 is below the minimum of 75 for California.
  • Change default value in a submission
    1. Switch Product Design Mode to Designer or higher, then navigate away from, then return to the Risk Details screen.
      In the Number of Objects field, Value is set to 200, the default for California. You can change the value. The Default Value column displays 200, the default for California.
    2. In the Default Value column, click 200.
      The Default Property for popup appears and you can modify the default property.