Edit rate table content in PolicyCenter

About this task

You can edit rate table content only if the rate table is included in rate books with Draft status.

Procedure

  1. In PolicyCenter, navigate to Administration > Rating > Rate Books.
  2. Click Search and select a rate book in Draft status in the Search Results. PolicyCenter displays the Rate Book screen.
  3. Click to display one of the Included Rate Tables. PolicyCenter displays the Rate Table screen.
  4. To edit rate table content in PolicyCenter, click Edit. PolicyCenter displays the page in edit mode. If there is no Edit button, then the rate book is not in Draft status.
  5. On this screen, you can:
    • Add new rows by clicking Add. A blank row appears at the bottom of the current page. After you complete your entry, click Update to save the added row.
    • Update existing rows by changing any of the fields and clicking Update.
    • Remove existing rows by selecting one or more rows and clicking Remove.

    See Rate table update validations for details on the validation that is done on update.