Metadata

You must add metadata for all elements in the product model tree in fields labeled (*PD). These fields are not required to visualize the product, but are required for product generation.

The metadata includes business descriptions and codes, such as:
  • General product details
  • Line details and risk objects
    • Fields
    • Coverages, conditions, and exclusions
    • Drop-down lists associated with fields, coverages, conditions, and exclusions

The product model is not valid until all metadata has been entered.

How to specify metadata

You can specify metadata for the product model by:
  • Entering (*PD) values in the visualized product screens directly.
  • Defining short names in the mind map.