Policy Type
The Policy Type zone displays the details of the policy type. It contains the following sections:
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Main - Displays basic information about the policy type. It contains the following fields:
Field Name Field Description Policy Type Displays the policy type. Policy Business Object Indicates the business object using which the policy should be created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.Description Displays the description of the policy type. Status Indicates the status of the policy type. The valid values are: -
Active
-
Inactive
Policy Category Indicates the category to which the policy type belongs. The valid values are: -
Self-Funded
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Fully-Insured Group
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Fully-Insured Individual
Detailed Description Displays additional information about the policy type. -
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Characteristics - Lists the characteristics defined for the policy type. It contains the following columns:
Column Name Column Description Characteristic Type Indicates the characteristic type. Characteristic Value Displays the value of the characteristic type. -
Record Actions - This section contains the following buttons:
Button Name Button Description Edit Used to edit the details of the policy type. Delete Used to delete the policy type. Note: You can delete a policy type when a policy is not created using the policy type.Duplicate Used to create a new policy type using an existing policy type. -
Record Information - This section contains the following field:
Field Name Field Description Business Object Indicates the business object using which the policy type is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
By default, the Policy Type zone does not
appear in the Policy Type screen. It appears
when you click the Broadcast () icon corresponding to the policy
type in the Policy Type List zone.
Related Topics
For more information on... | See... |
---|---|
How to edit a policy type | Editing a Policy Type |
How to delete a policy type | Deleting a Policy Type |
How to copy a policy type | Copying a Policy Type |
How to view the details of a policy type | Viewing the Policy Type Details |