Offerings and question sets

In Product Designer, you can specify:

Which question sets appear on the Offerings screen in PolicyCenter
Whether an offering includes a question set
Whether an offering is available based on answers to questions and other criteria

Configuring which questions sets appear on the Offerings screen

In PolicyCenter, the Offerings screen provides the controls that enable you to select an offering. The Offerings screen displays question sets that have their type set to Offering Selection. In the base configuration, the BOP Offering Questions question set is an example of selecting an offering by using a question set. You can examine this question set under Question Sets in Product Designer. The Question Set Type field appears on the Question Set home page.

Configuring whether an offering includes a question set

PolicyCenter can display question sets or individual questions based on the selected offering. You can also specify whether a question set is automatically disabled in new offerings.

Note: If the question set type is Offering Selection, these actions are unavailable.

Configuring whether an offering is available

In PolicyCenter, the offerings available from the Offering Selection list can be affected by the answers to the offering questions and other factors. For example, the businessowners product uses the Product Designer Offerings > Availability tab to enable or disable the Gold and Partners offerings.

Answers to questions is the last check to determine if an offering is available. The offering is available only if the user provides correct answers for all questions.