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Insurance
Create Attribute Definition for Insurance Products

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Create Attribute Definition for Insurance Products

Once you have picklists, define attributes to capture the characteristics of your insurance products. Attributes represent the details you evaluate during quoting and configuration. For example, Deductible and Limit are attributes of a coverage, while Age and Gender are attributes of a member.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
User Permissions Needed
To create group benefits product model Product catalog management administrator
  1. From the App Launcher, find and select Attribute Definitions.
  2. In the Attribute Definitions list view, click New.
  3. In the New Attribute Definition window, enter these field values:
    • Label: Deductible
    • Source System ID: Deductible_001
    • Data Type: Picklist
    • Picklist: Deductible
    • Required: Selected
    • Active: Selected
    • Description: Deductible amount for coverage
    • Help Text: Select deductible from standard values
  4. Save your changes.

Repeat the same procedure to define definitions for the following attributes:

Data type attribute definitions
Currency
  • Annual Out-of-Pocket Limit
  • Out-Network Annual Out-of-Pocket Limit
Number
  • Age
  • Contact Number
  • Part Time Member Count
  • Full Time Member Count
  • Member Without Dependent Count
  • Member With Spouse Count
  • Member With One Child Count
  • Member With More Than Two Children Count
  • Member With More Than One Child Count
  • Member With Dependent Count
  • Total Members
  • Total Dependents
  • Number of Primary Members
Text
  • First Name
  • Last Name
  • E-mail
  • State
  • City
  • Room Rent
  • Limit
  • ICU Fees
  • Out-Network Room Rent limit
  • Out-Network ICU Fees
Percent
  • Doctor visit copay
  • Diagnostic/ lab test copay
  • Out-Network Diagnostic/ lab test copay
  • Out-Network Doctor visit copay

We also need to create attribute definition of datatype picklist and map the corresponding picklist for the attribute definitions.

Picklist Attribute Definition
Limit
  • In-Network Coverage Limit
  • Out-Network Coverage Limit
Deductible
  • In-Network Coverage Deductible
  • Out-Network Coverage Deductible
Copay
  • In-Network Coverage Copay
  • Out-Network Coverage Copay
Coinsurance
  • In-Network Coverage Coinsurance
  • Out-Network Coverage Coinsurance
Number of Days Coverage
  • In-Network Coverage Number of Days
  • Out-Network Coverage Number of Days
Gender
  • Gender
Marital Status
  • Marital Status
Smoker Status
  • Smoker Status
Association With Primary Member
  • Association With Primary Member
 
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