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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 |
- From the App Launcher, find and select Attribute Definitions.
- In the Attribute Definitions list view, click New.
-
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
- Save your changes.
Repeat the same procedure to define definitions for the following attributes:
| Data type | attribute definitions |
|---|---|
| Currency |
|
| Number |
|
| Text |
|
| Percent |
|
We also need to create attribute definition of datatype picklist and map the corresponding picklist for the attribute definitions.
| Picklist | Attribute Definition |
|---|---|
| Limit |
|
| Deductible |
|
| Copay |
|
| Coinsurance |
|
| Number of Days Coverage |
|
| Gender |
|
| Marital Status |
|
| Smoker Status |
|
| Association With Primary Member |
|
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