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Example of Using Requirements Manager for Record Group Templates

This topic provides an example of configuring record group templates for automatically generating vehicle coverages.

Record group templates can be used to automatically generate default coverage for vehicles in an auto policy.

To setup auto coverage

1. Navigate to the Administration - Insurance screen, and then the Auto Coverages view.
2. For each auto coverage in the Coverage Administration list, in the Coverage Values list, check the default flag for one of the values.

Configuring a Record Group Template for Generating Vehicle Coverages

Once you have set up auto coverage, in this example you next configure a record group template for generating vehicle coverages.

To configure a record group template for generating vehicle coverages

1. Navigate to the Administration - Record Template screen, and then the Record Template view.
2. Create a new record in the Record Template list, and enter the values as shown in the following table.

   Field	Value
   Template Name	INS Vehicle Default Coverage
   Display Name	Auto Default Coverages
   Business Object	INS Policy
   Business Component	INS Vehicle Default Coverage

3. Leave the Fields list empty.

   The predefault values set for the fields in this business component in Siebel Tools will be considered during execution.

4. Click the Record Group Template link bar, create a new record in the Record Group Template list, and enter the values as shown in the following table.

   Field	Value
   Template Name	INS Vehicle Available Coverage Value Template
   Display Name	INS Vehicle Available Coverage Value Template
   Business Object	INS Policy
   Business Component	INS Vehicle Available Coverage Value
   Condition	[Default]='Y'

5. In the Related Record Template list, create a new record and pick the record template defined in Step 2.
6. Create another new record in the Record Group Template list, and enter the values as shown in the following table.

   Field	Value
   Template Name	INS Vehicle Template
   Display Name	Default Vehicle Coverage Template
   Business Object	INS Policy
   Business Component	INS Vehicle

7. In the Related Record Group Template list, create a new record and pick the record group template defined in Step 2.

Creating a New Auto Policy

Once you have configured a record group template for generating vehicle coverages you can create the new auto policy.

To create a new auto policy

1. Navigate to Auto Policies screen and create a new policy.
2. Drill down on the Policy # record to navigate to the Quick Quote view and create the following records:
   1. In the Vehicles list, create new vehicles
   2. In the Drivers list, create new driver records
3. Click the Rate Model view tab.

   The vehicles list displays the vehicles created in the previous step.

4. Select a vehicle record and click Default Coverages.

   The Select Templates to Run dialog box appears, and displays the template defined in Step 6 after evaluating any conditional expressions defined.

5. In the dialog box, click Execute.

   Default Vehicle Coverages are automatically created in the Vehicle Coverage list for the selected vehicle record. These default coverages correspond to the default coverages selected in the Administration - Insurance views in Step 2.