Create subclause in visualized product

About this task

Create a child clause of a parent clause by creating a subclause. The child clause must be of the same type (coverage, condition, or exclusion) as its parent.

Procedure

  1. On the Product Management screen, select a product, and click Edit Product on the Details tab.
  2. Navigate to the Coverages, Exclusions, or Conditions tab.
  3. Click Subclauses on the clause where you wish to add a subclause.
    The Subclauses popup appears. In this popup, you can:
    • Add a new subclause or select a subclause from existing clauses of the same type on that risk object
    • Unassign a subclause from its parent clause
    • Remove a subclause
  • Add a new or existing clause as a subclause
    1. To add a new subclause, select Add > New Clause to add a new subclause, where Clause is Coverage, Condition, or Exclusion.
      The popup is in the context of the parent clause. It is automatically assigned to the same clause category, and you cannot change its category. The new clause created in this popup is linked to the parent clause as its child clause.
    2. To add an existing clause as a subclause, select Add > Existing Clauses, where Clauses is Coverage, Condition, or Exclusion, and select the clause from the list.
      The list includes all clauses of the same clause type on that risk object. The list excludes the current clause, its ancestors, and subclauses.
      Existing Clauses is unavailable if there are no clauses that can be subclauses.
      Note: If this results in a clause being assigned a new parent, its category is automatically changed to match the category of the new parent.
  • Unassign a subclause from its parent clause
    1. On the Subclauses popup, select a clause, and click Unassign.
      When you unassign a subclause from its parent, the subclause moves to the top ancestor level. For example, if you unassign a doubly nested subcoverage, it appears on the Coverages under which it was nested.
  • Remove a subclause
    1. On the Subclauses popup, select a clause and click Remove.
      This removes the clause and the subclauses it defines from the product.