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Insurance
Create and Add Benefit Product to the Product Component Group

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Create and Add Benefit Product to the Product Component Group

Create the benefit products for each product classification and then add them to the product component group. For example, create Annual Deductible/ Individual and Annual Deductible/ Family benefit products under Annual Deductible product classification and then add them to the General Plan Information Product Component Group.

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

Use the same procedure to create all benefit products and add them to the product component group. For example, to create a Preventive Care benefit product and add it to the Outpatient Services product component group.

  1. Create benefit products for Annual Deductible/Individual and Annual Deductible/ Family benefit product:
    1. Click New on the Products page, select Benefit, and then click Next.
    2. Enter the benefit product information for Annual Deductible/Individual product and save your changes.
  2. Add all benefit products to the product component group:
    1. Open the Medical product record page and click General Plan Information in the Product Component Group related list.
    2. Click Add Products in the Child Components related list.
    3. Select Annual Deductible/ Individual and Annual Deductible/ Family and click Next.
    4. Enter the sequence for both products and save your changes. For Annual Deductible/ Family to appear on top under General Plan Information, select 1.

In the Structure tab of the Medical product, you’ll see a structure like this at this stage.Benefit Products Added to the Product Component Group

 
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