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Insurance
Product Configuration Rules for Insurance

Product Configuration Rules for Insurance

Simplify configuration experience and reduce configuration errors with configuration rules. When you configure products in quotes, product configuration rules make sure that all products have valid attributes and are compatible with other products in the offering.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Digital Insurance Platform where Product Configurator is enabled with the Revenue Lifecycle Management add-on

With configuration rules in Product Catalog Management, you can make sure that your users select the right set of products and that the product configuration aligns with the business needs and standards. By defining rules based on products and their attributes, you prevent faulty configurations and ensure accurate quotes and a seamless customer experience. These rules prevent configuration mistakes by notifying users when a rule is triggered and guiding them through the steps to resolve errors.

 
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