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            Add Optional Coverage Relationship Rules

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            Add Optional Coverage Relationship Rules

            Use optional coverage relationship rules for optional coverages that are either dependent on other optional coverages, or mutually exclusive of other optional coverages.

            For example, if your optional CyberSecurity coverage requires that optional Electronics coverage also be selected, the relationship looks like this:

            Optional Coverage Relationship with one coverage that requires another

            The following services used in OmniScripts and Integration Procedures run optional coverage relationship rules.

            1. At the top of the Coverages tab, click Relationships.
            2. Click Add Relationship.
            3. In the left field, choose the coverage that has a dependent relationship.
            4. In the middle field, choose the relationship.
            5. In the right field, choose the related coverage.
             
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            Salesforce Help | Article