Add line review screens for your multi-line product

About this task

Create a Line Review screen for each line of business in the multi-line product. The line review screen appears last in the line wizard step set for each product line.

Procedure

  1. To add a line review summary detail view, copy CPPLineReviewSummaryDV.pcf from configuration > config > Page Configuration > pcf > line > cpp to the ppp > policy folder. Name the file PPPLineReviewSummaryDV.pcf.

    This screen contains two input columns. One input column displays information about the primary named insured. The other input column displays information about the product and policy line.

  2. Update label elements display keys replacing Commercial Package display keys with display keys for the new multi-line product.
  3. To add a line review screen that references the detail view, copy CPPLineReviewScreen.pcf from configuration > config > Page Configuration > pcf > line > cpp to ppp > policy. Name the file PPPLineReviewScreen.pcf.
  4. In the PanelRef widget, under Basic properties on the Properties tab, set the def field to the line review summary detail view that you created in the previous procedure. For personal package, set the def field to PPPLineReviewSummaryDV(line).
  5. To add a line selection screen, copy CPPLineSelectionScreen.pcf from configuration > config > Page Configuration > pcf > line > cpp to the ppp > policy folder. Name the file PPPLineSelectionScreen.pcf.
  6. In the DetailViewPanel, change the id to the new multi-line selection display view, PPPLineSectionDV.pcf.
  7. Update the display key references.
  8. If applicable, remove the widgets labeled Coverage Part Selection and Package Risk Type.
  9. Customize this screen to meet your requirements.
  10. To add the line review screen to the job wizard steps, open the line wizard step set. You created this step set in Adding line wizard step set for your multi-line product. For personal package, open LineWizardStepSet.PersonalPackage in configuration > config > Page Configuration > pcf > line > ppp > job.
  11. Add a JobWizardStep widget as the last step in the WizardStepGroup for each policy line. Using personal package as an example, drag a JobWizardStep widget and drop it as the last step in PAWizardStepGroup.
  12. Using the JobWizardStep widgets in LineWizardStepSet.CommercialPackage as an example, set the properties for the new JobWizardStep. This step displays the line review screen, PPPLineReviewScreen. For Personal Auto, enter the following:

    Property

    Value

    id

    PAReview

    screen

    PPPLineReviewScreen(policyPeriod.PersonalAutoLine, jobWizardHelper)

    title

    Web.LineWizardMenu.PersonalPackage.LineReview

    You may need to define this in the display_xx_YY.properties file.