Product Model for Plan Benefits

In Product Catalog Manager, build a product model to manage data entry for plan benefits across health-related coverages

Available in: Lightning Expereince

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled.

Model plan benefits under Medical, Dental, and Vision coverage for an Employee Benefits health policy by using the sample plan benefit information.

Prerequisites
Here are a few things to consider before building a product model.
Create a Root Product
Create a root product to organize multiple coverage and benefits products into a hierarchical structure. You can add child products beneath a bundled product. This helps you model your products in a way that is aligned with your business needs.
Create Product Component Group
Create a product component group to organize product components and make it easier to configure coverages.
Create Product Structure for Benefits
Create a coverage product structure by defining product components, coverage specifications, and child components. The structure represents the relationships between components and child components. Use this procedure to create all coverage specifications.
Add the Coverage Specifications to the Product Component Group
Add the child components, which are coverage specifications, to a product component group so that the associated products are grouped together.
Medical Coverage Product Structure
Model the medical coverage product structure under the Employee Benefits root product.
Plan Benefits Sample Information
Use the plan benefits information to model the medical, dental, and vision coverage products under the Employee Benefits root product.

Did this article solve your issue?

Let us know so we can improve!

Product Area