Defining a Characteristic for a Policy

Prerequisites

To define a characteristic for a policy, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Policy)

Procedure

To define a characteristic for a policy:

  1. Ensure that the Characteristics section is expanded in the Policy screen when you are defining or editing 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. Yes (Conditional)
    Note: This field is required when defining a characteristic for the policy.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Policy
    		Yes (Conditional)
    Note: This field is required when defining a characteristic for the policy.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) 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 when defining a characteristic for the policy.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the policy, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the policy, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Validate and Save.
    The characteristic is defined for the policy.

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