Siebel Finance Guide > Business Services for Siebel Financial Services > Requirements Manager >
Example of Using Requirements Manager for Record Group Templates
This section 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 configure a record group template for generating vehicle coverages
- Navigate to Site Map > Administration - Insurance > Auto Coverages.
- For each auto coverage in the Coverage Administration list, in the Coverage Values list, check the default flag for one of the values.
- Navigate to Stamp > Administration - Record Template.
- Create a new record in the Record Template list and enter the values as shown in the following table.
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Template Name |
INS Vehicle Default Coverage |
Display Name |
Auto Default Coverages |
Business Object |
INS Policy |
Business Component |
INS Vehicle Default Coverage |
- Leave the Fields list empty.
The predefault values set for the fields in this business component in Siebel Tools will be considered during execution.
- Navigate to the Record Group Template view.
- Create a new record in the Record Group Template list and enter the values as shown in the following table.
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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' |
- In the Related Record Template list, create a new record and pick the record template defined in Step 4.
- Create another new record in the Record Group Template list and enter the values as shown in the following table.
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Template Name |
INS Vehicle Template |
Display Name |
Default Vehicle Coverage Template |
Business Object |
INS Policy |
Business Component |
INS Vehicle |
- In the Related Record Group Template list, create a new record and pick the record group template defined in Step 7.
- Navigate to Auto Policies screen and create a new policy.
- Drill down on the Policy # record to navigate to the Quick Quote view and create the following records:
- In the Vehicles list, create new vehicles
- In the Drivers list, create new driver records
- Click the Rate Model view tab.
The vehicles list should display the vehicles created in the previous step.
- Select a vehicle record and click Default Coverages.
The Select Templates to Run dialog box appears, and displays the template defined in Step 9 after evaluating any conditional expressions defined.
- 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.
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