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Insurance
Create a Product Classification

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Create a Product Classification

Create a product classification across benefit specifications. This way, you can create a single product classification that includes all the attributes you need, and then use that product classification to create multiple benefit specifications.

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 this procedure to create all product classifications. For example, OOP Limit, Preventive Care, Chiropractic Care, and Rx Mail-order that are listed in the Plan Benefits Sample Information topic.

  1. From the Product Catalog Management Home page, select Product Classification, and then click New.
  2. Enter the required information for Annual Deductible product classification and save your changes.
    When entering the product classification details, enter a unique code and make sure you activate the product.
 
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