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Insurance
Create an Attribute Definition with Currency and Percent Data Type

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Create an Attribute Definition with Currency and Percent Data Type

Create an attribute to describe the product properties. Create all attribute definitions that have the data type as currency or percent. For example, Deductible, Copay, and OOP Max have currency as data type and Coinsurance has percent as data type.

Required Editions

Available in: Lightning Expereince
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled.
User Permissions Needed
To build a product model: Product Catalog Management
  1. Click the dropdown arrow for Product Catalog Management and select Attribute Definitions. Then, click New.
  2. Enter the attribute definition information and save your changes.
    In the Data Type field, for attribute definitions with Currency data type, select Currency, and for Percent data type, select Percent. For example, select Currency for Deductible and Percent for Coinsurance.
 
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