Loading
Feature degradation | Gmail Email delivery failureRead More
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Considerations and Limitations for Product Attribute Scope Mapping

          Considerations and Limitations for Product Attribute Scope Mapping

          Review the following considerations and limitations before you set up the Product Attribute Scopes for your org and map them with their respective overridden attributes (Product Attribute Definitions).

          Guidelines to Create Product Attribute Scope Data

          • Deductible, Copay, Coinsurance, and Out-of-Pocket Max categories always use the Calculate Adjustment applicable action. Set the API name to CalculateAdjustment in the dynamic picklist for Applicable Action. This determines how much of the cost the insured person is responsible for when they're making a claim. Set the API name to PaymentAttempted in the dynamic picklist for Applicable Action.
          • Limit - Currency category uses the CalculateAdjustment applicable action to cap the adjusted amount for a loss item at the lowest remaining limit across the Policy, Policy Coverage, Claim, and Claim Coverage scopes. The capping avoids failed payment attempts.
          • Limit - Currency and Limit - Unit Count categories use the Payment Attempted applicable action to check whether the adjusted amount exceeds the limit before payment.
          • Map Deductible to Policy, Policy Coverage, Claim, or Claim Coverage scopes.
          • Map CoPay or Coinsurance to Claim or Claim Coverage scopes.
          • Map Limit - Currency and Limit - Unit Count to Policy, Policy Coverage, Claim, or Claim Coverage scopes.
          • Map Out-of-Pocket Max to Policy, Policy Coverage, Claim, or Claim Coverage scopes.
          • Associate all ‌attribute categories with any single item type.
          • The Policy and Policy Coverage scopes support these duration types.
            • Calendar Year: Policy limits reset at the end of a calendar year.
            • Custom Override: Policy limits reset at a specified override date.
            • Lifetime: Policy limits don’t reset during the policy’s lifetime.
            • Policy Term: Policy limits reset on renewal at the end of the policy term.
          • The Claim and Claim Coverage scopes support only the Policy Term duration type.

          Refer to the list of supported Product Attribute Scope data sets .

          Category Scope Applicable Action Item TYpe Duration Type
          Deductible Policy CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Policy CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Policy CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Policy Coverage CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Policy Coverage CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Policy Coverage CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Deductible Claim CalculateAdjustment Injury Policy Term
          Deductible Claim CalculateAdjustment Property Policy Term
          Deductible Claim CalculateAdjustment Any Policy Term
          Deductible Claim Coverage CalculateAdjustment Injury Policy Term
          Deductible Claim Coverage CalculateAdjustment Property Policy Term
          Deductible Claim Coverage CalculateAdjustment Any Policy Term
          Copay Claim CalculateAdjustment Injury Policy Term
          Copay Claim CalculateAdjustment Property Policy Term
          Copay Claim CalculateAdjustment Any Policy Term
          Copay Claim Coverage CalculateAdjustment Injury Policy Term
          Copay Claim Coverage CalculateAdjustment Property Policy Term
          Copay Claim Coverage CalculateAdjustment Any Policy Term
          Coinsurance Claim CalculateAdjustment Injury Policy Term
          Coinsurance Claim CalculateAdjustment Property Policy Term
          Coinsurance Claim CalculateAdjustment Any Policy Term
          Coinsurance Claim Coverage CalculateAdjustment Injury Policy Term
          Coinsurance Claim Coverage CalculateAdjustment Property Policy Term
          Coinsurance Claim Coverage CalculateAdjustment Any Policy Term
          Out-of-Pocket Max Policy CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Policy CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Policy CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Policy Coverage CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Policy Coverage CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Policy Coverage CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Out-of-Pocket Max Claim CalculateAdjustment Injury Policy Term
          Out-of-Pocket Max Claim CalculateAdjustment Property Policy Term
          Out-of-Pocket Max Claim CalculateAdjustment Any Policy Term
          Out-of-Pocket Max Claim Coverage CalculateAdjustment Injury Policy Term
          Out-of-Pocket Max Claim Coverage CalculateAdjustment Property Policy Term
          Out-of-Pocket Max Claim Coverage CalculateAdjustment Any Policy Term
          Limit - Currency Policy PaymentAttempted, CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Policy PaymentAttempted, CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Policy PaymentAttempted, CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Policy Coverage PaymentAttempted, CalculateAdjustment Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Policy Coverage PaymentAttempted, CalculateAdjustment Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Policy Coverage PaymentAttempted, CalculateAdjustment Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Currency Claim PaymentAttempted, CalculateAdjustment Injury Policy Term
          Limit - Currency Claim PaymentAttempted, CalculateAdjustment Property Policy Term
          Limit - Currency Claim PaymentAttempted, CalculateAdjustment Any Policy Term
          Limit - Currency Claim Coverage PaymentAttempted, CalculateAdjustment Injury Policy Term
          Limit - Currency Claim Coverage PaymentAttempted, CalculateAdjustment Property Policy Term
          Limit - Currency Claim Coverage PaymentAttempted, CalculateAdjustment Any Policy Term
          Limit - Unit Count Policy PaymentAttempted Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Policy PaymentAttempted Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Policy PaymentAttempted Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Policy Coverage PaymentAttempted Injury Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Policy Coverage PaymentAttempted Property Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Policy Coverage PaymentAttempted Any Calendar Year, Custom Override, Lifetime, or Policy Term
          Limit - Unit Count Claim PaymentAttempted Injury Policy Term
          Limit - Unit Count Claim PaymentAttempted Property Policy Term
          Limit - Unit Count Claim PaymentAttempted Any Policy Term
          Limit - Unit Count Claim Coverage PaymentAttempted Injury Policy Term
          Limit - Unit Count Claim Coverage PaymentAttempted Property Policy Term
          Limit - Unit Count Claim Coverage PaymentAttempted Any Policy Term

          Guidelines to Associate Product Attribute Scope Data to Product Attribute Definition

          The Product Attribute Scope (PAS) can be linked to attributes from a policy root product. This association enables the system to manage the limit consumption of these attributes when a claim payment is made against the policy coverages. Refer to the functional guidelines below for configuring the Product Attribute Scope Mapping.

          • Associate the product attribute scope with only Policy or Policy Coverage attributes.
          • Associate a policy root attribute only with the Policy or Claim scope.

          • Associate a policy coverage attribute only with the PolicyCoverage or ClaimCoverage scope.

          • A deductible can be standalone, or combined with OOPM, Copay and OOPM, or Coinsurance and OOPM.
          • OOPM must be combined with either a Deductible, Copay, or Coinsurance. An OOPM-based attribute can also exist alone in a Policy or Policy Coverage.
          • Assign only Copay or Coinsurance as an attribute for a given Policy or Policy Coverage. They can't coexist as a single Policy or Policy Coverage attribute.
          • Apply Subcoverage and Benefit Name to the Limit - Currency and Limit-Unit Count categories.
          • Ensure a subcoverage is a policy coverage attribute. When you create the product mapped scope for a subcoverage, associate it with a corresponding parentproduct mapped scope record.

           
          Loading
          Salesforce Help | Article