Product Service Definition

This page enables maintaining product service definitions across products. Often the same update to a product service definition needs to be applied to more than one product. This page enables such updates by allowing the user to search on and view the product service definitions of multiple products.

The page is divided into two areas:

An area to provide search dimensions used to limit the number of displayed product service definitions.
A product service definitions area used to configure the product service definitions contained in the products.

The system can contain a very large number of product service definitions. Provide enough filter criteria to limit the number of queried product service definitions to a maintainable set. A large result set may affect page performance.

Figure 1. Filtering Product Service Definitions across Products

Product Service Definition Filters

The page holds four filter options:

Product
Service Option
Service
Service Definition

The final filter is the "AND" result of all four filters. The Product Service Definitions section only display those rows that comply with all four filters.

The filters work in combination with the quick and advanced search on the product service defintions. Each filter must have an option selected before adding extra conditions in the quick or advanced search.

Selecting an option refreshes the displayed results on the next filters automatically. This helps create logical combinations. For example, when selecting the Select All option in the service options filter, the services and service definitions filters also display all the options, including the Select All option.

Product

This filter limits the resulting product service definitions to those associated with the product(s) returned by the selected product pre-filter.

Filter the list of products by selecting a pre filter from the pre-filter list. See Search Object - List View for steps to configure a prefilterList.

Example

Add a prefilterList to the product service definition’s floorplan that has two pre-filters: "Approved Products" and "Not-approved Products".

Pre filter list in the floorplan

{
    "resource": "product",
    "floorplan_search_listview": {
    ...
        "preFilter":"",
        "preFilterList":[{
           "descr": "Approved Products",
           "query": "product.status.eq("Approved")"
         },
         {
           "descr": "Not-approved Products",
           "query": "product.status.neq("Approved")"
         },
        ],
        "quickSearch": {
            ...
        }
        ...
    }
}

Filter the product service definitions with the search filters service option as BBPRV, service as Fetal Ultrasound, and service definitions as Facility, Coverage.
Do not filter the products, that is, keep the product filter to None. In this example the page displays the following results:

Table 1. Product Service Definitions Without Pre-Filter Selection
Product	Status	Service Option	Service	Service Definition	Type
PR001	Test	BBPRV	Fetal Ultrasound	Facility	Coverage
PR002	Edit	BBPRV	Fetal Ultrasound	Facility	Coverage
PR003	Approved	BBPRV	Fetal Ultrasound	Facility	Coverage
PR004	Approved	BBPRV	Fetal Ultrasound	Facility	Coverage

Keep the search filters as specified above and select the "Approved Products" pre-filter. In this example the page now displays the following results.

Table 2. Product Service Definitions With "Approved" Pre-Filter Selection
Product	Status	Service Option	Service	Service Definition	Type
PR003	Approved	BBPRV	Fetal Ultrasound	Facility	Coverage
PR004	Approved	BBPRV	Fetal Ultrasound	Facility	Coverage

Keep the search filters as specified above and select the "Not-approved Products" pre-filter. In this example the page now displays the following results.

Table 3. Product Service Definitions With "Approved" Pre-Filter Selection
Product	Status	Service Option	Service	Service Definition	Type
PR001	Test	BBPRV	Fetal Ultrasound	Facility	Coverage
PR002	Edit	BBPRV	Fetal Ultrasound	Facility	Coverage

Service options

Limits the results to product service definitions for a selected service option or to one of the Select All options. Selecting a service option from the service options filter limits the returned result in the services filter to services that reference the selected service option.

Services

Limits the results to product service definitions for a selected service. The Select All option includes all services displayed in the filter. For a selected service, the filter limits the returned results to all service definitions referencing a service definition for a selected service.

Service definitions

Limits the results to all product service definitions defined for the selected service definition. The Select All option encompasses all service definitions displayed in the filter. If a service definition is selected, then the filter limits the returned results to all product service definitions that reference that service definition.

Product Service Definitions

This page displays all fields displayed in the setup product page but with a few differences. See Setup Product for more information.

There is no create option available on the page. Product service definitions can only be added by selecting Add Service Definition to Product from the advanced editing feature.
A Mark? field replaces the standard select row checkbox. It serves the same function with one difference, the value in the Mark? field can be stored. This allows the user to create a custom set of product service definitions.
A New? field, product service definitions that are created in this page using the the copy selected rows feature have this field checked. The user can manually check or un-check the New? field. The value in the New? field can be stored.
A field that indicates of which product the product service definition is part of.
A field that indicates the status of the product of which the product service definition is part of.
The service definition field is view only on this page.

The product service definitions created from this page have the Mark? field checked by default. The copied records have the Mark? and New? fields checked.

Mark and New Toggle:

Switch on Mark? toggle (show all marked): displays all product service definitions with the Marked? indicator as true.
Switch on New toggle (show all new): displays all product service definitions with the New? indicator as true.
Switch on Mark? and New? toggle (show all marked and new): displays all product service definitions with the Marked? and New? indicators as true.

Advanced Editing Features

The following advanced editing functions described in Setup Product are also available in this page, with the difference that the functionality now applies across products. Click the More button to display the available features.

Add Accumulation Options.

An accumulation option is a combination of a cover withhold category, a limit and a reached action. For example: the cover withhold category "Deductible" counts towards the limit "In-Network Insurable Entity Deductible" and stops counting when the limit is reached.

This action enables defining the limits to which a product service definition counts.

Figure 2. Add Accumulation Options to Service Definitions

The detail dialog displays all the accumulation options based on the selected cover withhold rule that is part of those accumulation options.

Remove Accumulation Options.

This action enables removing the limits to which a product service definition counts. See Add Accumulation Options.