Editing the Policy Plan Details

Prerequisites

To edit the policy plan details, you should have:

  • Pricing rule types defined in the application.

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

Procedure

To edit the policy plan details:

  1. Search for the customer registration in the Customer Registration screen.
  2. In the Search Results section, click the link in the Customer Registration Information column corresponding to the customer registration whose policy plan details you want to edit.
    The Main page appears in the Customer Registration screen.
  3. Ensure that the Policies & Plans section is expanded in the Policies page.
  4. Click the Add (The Add Icon) icon in the Policy Plans column corresponding to the policy whose plan details you want to edit.

    The following columns appear in the Policies & Plans section:

    Column Name Column Description Mandatory (Yes or No)
    Sequence No. Displays the sequence number of the policy plan. Not applicable
    Template Indicates the policy plan template using which the policy is added in the policy. Not applicable
    Plan Number Displays the policy plan number. Not applicable
    Price Item Displays the price item that is associated with the policy plan. Not applicable
    View / Edit On clicking the View / Edit (The Edit Icon) icon, you can view or edit the details of the policy plan. Not applicable
    Note: No information appears in the above columns if a plan is not yet added in the policy.
  5. Click the Edit (The Edit Icon) icon in the View / Edit column corresponding to the policy plan whose details you want to edit.

    The Plan screen appears. It contains the following sections:

    • Main - Used to specify the basic details about the policy plan.

    • Pricing Rule Types - Used to associate the pricing rule types with the policy plan.

    • Characteristics - Used to define the characteristics for the policy plan.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Used to indicate the price item which you want to directly associate with the policy plan.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears.

    On the specifying the price item, the concatenated string of information about the price item appears corresponding to the Price Item field separated by a comma (,).

    		 Yes
    Plan Number Used to specify the policy plan number. Yes
    Plan Name Used to specify the description for the policy plan. No
    Start Date Used to specify the date from when the policy plan is effective for the policy.
    Note:

    The policy plan start date cannot be earlier than the policy start date and later than the policy end date.

    The policy plan start date cannot be later than the policy plan end date.

    		 Yes
    End Date Used to specify the date till when the policy plan is effective for the policy.
    Note:

    The policy plan end date cannot be earlier than the policy start date and later than the policy end date.

    The policy plan end date cannot be earlier than the policy plan start date.

    		 No
  6. Modify the required details in the Main section.
  7. Associate or disassociate pricing rule types from the policy plan in the Pricing Rule Types section, if required.
  8. Define, edit, or remove characteristics of the policy plan in the Characteristics section, if required.
  9. Click Validate and Save.
    The changes made to the policy plan are saved.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration
How to define a policy Defining a Policy
How to add a plan in a policy Adding a Plan in a Policy
How to associate a pricing rule type with a policy plan Associating a Pricing Rule Type with a Policy Plan
How to define a characteristic for a policy plan Defining a Characteristic for a Policy Plan