Create the policy line

About this task

In this topic, you create the pattern for the policy line. A policy line pattern is a collection of patterns relevant to a specific line of business (such as businessowners or personal auto). PolicyCenter uses policy line patterns to create policy line instances.

Procedure

  1. Log in to Product Designer. If you are already logged in, log out and log in again to reload the latest product model configuration from the specified workspace.
  2. Select or create a change list.
    Note: Be sure to create or select a change list related to a workspace that references the PolicyCenter instance where you have defined your new line of business.

    You specify a workspace when you create a change list in Product Designer. A workspace is a named reference to a specific PolicyCenter root folder. Workspaces are defined by Product Designer administrators. A change list is a named set of changes related to a workspace. Change lists are defined by Product Designer users. All work you do in Product Designer takes place in change lists of your choice.

  3. Navigate to Policy Lines. The Policy Lines page lists all of the lines that are currently defined in your PolicyCenter configuration. Click Add to open the Add Policy Line dialog box.
  4. In the Add Policy Line dialog box, supply the following values:

    Property

    Value

    Code

    Enter the value you specified as the name parameter in Register the new line of business when you added InstalledPolicyLine.GO.ttx. For the Golf Cart example, enter GolfCartLine.

    Name

    The name that appears on the Policy Line page. For Golf Cart, enter Golf Cart Line.

    Policy Line Type

    Select the policy line subtype that you created in the data model. For Golf Cart, select GolfCartLine.

    Available Coverage ­Currency

    Every policy line must specify at least one coverage currency. Select one coverage currency from this list. For example, select USD to specify United States Dollars. Coverage currencies specify the currencies users can select when entering monetary values in PolicyCenter. You can add more coverage currencies after defining the line.
  5. Click OK to create the Golf Cart line and open its home page.

    On this page, you can change the name or description, and you can supply translated names for these fields. You also can add coverage currencies, specify an integration reference code, and configure advanced properties. Using the links under Go to, you can navigate to pages that enable you to configure all other aspects of the policy line.