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 complete the necessary fields described 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 complete the fields described 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 complete the necessary fields described 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.