Defining categories

Categories are a way to organize or group clauses (coverages, exclusions, or conditions) that a user may wish to deal with at the same time. On a PCF page, PolicyCenter groups clauses into categories. Categories are a grouping mechanism that makes the user interface more friendly and accelerates the construction of PCF files displaying clauses.

For example, in Personal Auto, coverages in the Personal Auto Liability Group category appear on the PA Coverages screen in the Coverages applied to all vehicles panel. All coverages are on the PersonalAutoLine coverable. Coverages in the Personal Auto Physical Damage Group category appear on the Coverages applied per vehicle panel. All coverages are on the PersonalVehicle coverable.

A category can contain clauses on more than one coverable. In Businessowners, the Crime category contains the following coverages:

Coverage	Coverable
Forgery and Alteration	BusinessOwnersLine
Computer/Funds Transfer Fraud	BusinessOwnersLine
Burglary and Robbery	BOPLocation
Money and Securities	BOPLocation

In PolicyCenter, the BusinessOwnersLine coverables, Forgery and Alteration and Computer/Funds Transfer Fraud, appear on the Businessowners Line > Additional Coverages screen. The BOPLocation coverables, Burglary and Robbery and Money and Securities appear on the Locations > Location Information > Additional Coverages screen. Money and Securities does not always appear in the user interface because of its availability script.

These are just a few of the numerous ways in which you can use categories to group clauses in the user interface.

Defining categories in Product Designer

In Product Designer, you define categories for each product line on the Categories page for the selected policy line. You assign a category to a coverage, exclusion, or condition in the corresponding Coverage, Exclusion, or Condition home page.

You can use the category definitions in the base product model as examples for creating your own categories.