Guidelines for Managing Plan Benefit Attributes

Understand the rules governing attribute enforcement, default value behaviors, and UI validation logic when creating or updating plan benefits.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

Attribute Enforcement in the UI

Attributes configured as required must be completed before saving.
Optional attributes remain non-mandatory.
Default values are automatically populated during benefit creation.
Inline validation messages guide users to fix missing inputs.
On save, the system redirects to the first missing required field for faster correction.
If a checkbox attribute is configured as required, it is automatically set to true by default. The value is stored, and user input for that field isn't editable.

Default values are applied only during creation of plan benefits.

During updates:

Example

If an attribute "Is Inclusive of Deductible" is configured as:

Then:

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