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分配和配置产品的附加费
将附加费与保险产品相关联,并控制何时以及如何计算。设置序列号,以定义计算顺序、配置生效日期,并添加决定附加费适用于哪些报价行项目的规则。
您在此处:
将附加费与保险产品相关联,并控制何时以及如何计算。设置序列号,以定义计算顺序、配置生效日期,并添加决定附加费适用于哪些报价行项目的规则。
| 所需用户权限 | |
|---|---|
| 要分配附加费: | 管理 Revenue Cloud |
您分配的序列号控制产品附加费的计算顺序。序列号较低的附加费在序列号较高的附加费之前计算。当一个附加费的值依赖于另一个附加费时,这种排序至关重要;例如,根据费用金额计算的税。
首先计算数字较低的附加费。例如,将序列 1 分配给费用,将序列 2 分配给根据费用金额计算的税。确保序列号对于与产品相关的每个产品附加费是唯一的。
这些日期必须在父级附加费的有效日期范围内。
对于费用附加费,产品字段是必填项。税务处理字段不适用于费用,必须留空。
系统会自动使用组合产品代码和附加费名称的只读值(例如,autoSilver__NY
Fee)填充定价程序变量字段。计算的附加费金额存储在定价程序上下文中的变量中,该变量的名称是定价程序变量字段的值。

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