Defining a Characteristic for a Policy Plan
Prerequisites
To define a characteristic for a policy plan, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Policy Plan)
Procedure
To define a characteristic for a policy plan:
-
Ensure that the Characteristics section
is expanded in the Plan screen when you are
adding or editing a policy plan of a policy.
The Characteristics section contains the following columns:
Column Name Column Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the policy plan. Yes (Conditional) Note: This field is required while defining a characteristic for the policy plan.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Customer Registration.Yes (Conditional) Note: This field is required while defining a characteristic for the policy plan.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search (
) icon
appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
Yes (Conditional) Note: This field is required while defining a characteristic for the policy plan. - Enter the required details in the Characteristics section.
-
If you want to define more than one characteristic for
the policy plan, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the policy plan, click the Delete (
) icon corresponding to the characteristic. -
Click Validate and Save.
The characteristic is defined for the policy plan.
Related Topics
| For more information on... | See... |
|---|---|
| How to define a customer registration | Defining a Customer Registration |
| How to edit a customer registration | Editing the Customer Registration Details |
| How to copy a customer registration | Copying a Customer Registration |
| How to define a policy | Defining a Policy |
| How to edit the policy details | Editing the Policy Details |
| How to add a policy plan in a policy | Adding a Plan in a Policy |
| How to edit the policy plan details | Editing the Policy Plan Details |