Editing a Policy Type
Prerequisites
To edit a policy type, you should have:
-
Required policy business object defined in the application
Note: The C1-POLICY and C1-ASOPolicy business objects are shipped with the product. You can use the C1-POLICY business object to create a fully-insured group policy and the C1-ASOPolicy business object to create a self-funded policy.
Procedure
To edit a policy type:
-
Click the Admin link in the Application toolbar.
A list appears.
-
From the Admin menu, select P and then click Policy Type.
A sub-menu appears.
-
Click the Search option from the Policy Type sub-menu.
The Policy Type screen appears.
-
In the Policy Type List zone, click
the Edit (
) icon in the Edit column corresponding to the policy type whose details you want to edit.
The Policy Type screen appears. It contains the following sections:
-
Main - Used to specify basic details about the policy type.
-
Characteristics - Used to define the characteristics for the policy type.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Policy Type Displays the policy type. Not applicable Business Object Indicates the business object using which you are defining the policy type. Not applicable Policy Business Object Used to indicate the business object using which you want to create a policy. Yes Description Used to specify the description for the policy type. Yes Status Used to indicate the status of the policy type. The valid values are: -
Active
-
Inactive
Yes Policy Category Used to indicate the category to which the policy type belongs. The valid values are: -
Fully-Insured Group
-
Fully-Insured Individual
-
Self-Funded
Note: At present, the Fully-Insured Individual policy category is not supported in the system.Yes Detailed Description Used to specify additional information about the policy type. No Tip: Alternatively, you can edit the details of a policy type by clicking the Edit button in the Policy Type zone. -
- Modify the required details in the Main section.
- Define, edit, or remove characteristics of the policy type, if required.
-
Click Save.
The changes made to the policy type are saved.
Related Topics
For more information on... | See... |
---|---|
Policy Type screen | Policy Type |
Policy Type List zone | Policy Type List |
Policy Type zone | Policy Type |
How to define a characteristic for a policy type | Defining a Characteristic for a Policy Type |