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            Create Insurance Products for Group Benefits

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            Create Insurance Products for Group Benefits

            Create products for the Medical Platinum hierarchy. Root product is the top-level spec that defines an insurance product, such as a health, dental, or vision plan. It can include one or more group classes, members, and coverages.

            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 Products.
            2. Click New.
            3. Select Product as the record type.
            4. Click Next.
            5. Enter these field values:
              • Name: Medical Platinum
              • Product Code: medPlatinum
              • Product Type: Bundle
              • Status: Active
              • Description: Medical Platinum root insurance product
            6. Click Save.

            Repeat the process to create additional products for group summary, group census member, and coverages.

            Product spec record type product name based on product code bundle
            Group Summary Group Summary Group Summary GroupSummary groupSummary Yes
            Group Census Member Group Census Member Member – Medical Platinum Member medPlatinumMember Yes
            Coverage Coverage Preventive Care & Wellness Coverage pcw No
            Coverage Coverage Out-Patient Coverage outPatient No
            Coverage Coverage Maternity Care Coverage maternityCare No
            Coverage Coverage Critical Illness & Surgery Coverage cis No
            Note
            Note
            • Product Catalog Management dynamically makes all products based on the classification available at the time of selection at run time. However, for Group Summary product classification, only one active product should inherit this classification.
            • For consistency, concatenate the root product code with "Member". For example, if the root product code is medPlatinum, use medPlatinumMember for the group census member product.
             
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