Migrate externally-managed product to Advanced Product Designer

About this task

Migrate your product to Advanced Product Designer, and manage and update it as any other visualized product. With migration, you replace the original product with the one created using Advanced Product Designer.

If you wish to migrate, you can bring the product into Advanced Product Designer and optionally create the mind map.
Note: The APD product is a different product than the original externally-managed product. If you wish to retire the externally-managed product, you can migrate in-force policies of the externally-managed product over to the APD product upon renewals.

Procedure

  1. Export the product model to an Advanced Product Designer template. See Extract APD representation of externally managed product.
  2. Import the template into Advanced Product Designer. See Create visualized product from template.
  3. If you wish to view the product as a mind map, generate a mind map. See Generate mind map from product.
  4. Change the following product attributes so as not to interfere with the externally managed product during development:
    • Name
    • Description
    • Identifier
    • Abbreviation
  5. Change the following product line attributes so as not to interfere with the externally managed product during development:
    • Name
    • Description
    • Line Prefix
    • Identifier
  6. Review and modify all field names in the visualized product. Label and field names may be truncated and require your attention. See Finalizing and generating the product, paying special attention to Metadata, Review product content, and Validated fields.
  7. Reimplement product functionality that is not supported by Advanced Product Designer and is not in the visualized product. You may be able to reuse code from the externally-managed product.
  • To retire the externally-managed product (optional)
    1. After you complete development and testing, you can remove the original externally-managed product, update the product and product line attributes to match the original product, and install the Advanced Product Designer product in its place.
    2. When the APD product is in production, migrate in-force policies written against the original product over to the APD product upon renewal.