Create a product
Procedure
- In Product Designer, navigate to the Products page. Click Add to add a new product.
-
In the Add
Product dialog box, supply the following values:
Property
Value
Code
This is the code identifier. For the Golf Cart example, enter GolfCart.
Name
The name that appears on the Products page. For Golf Cart, enter Golf Cart.
Default Policy Term
Select a default policy term.
Policy Line
Golf Cart Line
Product Type
Personal. This value enables PolicyCenter to show or hide portions of certain built-in user interface objects that are designed either for personal or commercial contexts.
Account Type
Select the types of accounts that can have a product of this type: Person, Company, or Any. For Golf Cart, select Any.
-
Click OK
to open the Product home page for the Golf Cart product.
On this page, you can change the name or description, and you can supply translated names for these fields. You also can change the settings you specified in the Add Product dialog box, and specify whether or not the product requires an offering.
- In the Abbreviation field, enter an abbreviation for the product. For Golf Cart, enter GO.
-
Examine the other sections on the
Product home page:
- Under Policy Lines, you can add more policy lines to create a package product.
- Under Policy Terms, you can add and remove terms.
- Under Integration, Reference Code, you can specify the identifier of the product pattern as used in a legacy policy system of record.
- Under Advanced, you can configure the quote rounding level, specify the number of days until a quote is needed, enter the code for an initialization script, and manage document templates.
- Using the links under Go to, you can navigate to pages that enable you to configure all other aspects of the product.
-
Under Go
to, select Availability. Make any
needed modifications. You can set product availability based on:
- Start and end effective dates
- Jurisdiction
- Job type
- Industry code
For more information, see Configuring availability.
- Make other changes to the product as needed.
- Navigate to the Changes page and click Commit to commit your changes to the PolicyCenter configuration.
Results
You have completed the product model definition. If you start PolicyCenter and create a new submission, your new line appears under Product Name on the New Submissions screen.