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Oracle® Insurance Rules Palette 9.4.1.0 E23637_01

# Adding New Plan Groups

Plan groups are used to organize plans. When a plan group is created, a list of available child plans are presented in the Plan Group Wizard. A child plan can only be attached to a single plan group. If it already exists in a plan group and it is selected for a new plan group, it will be moved from the original plan group into the new one.

All plan groups must have at least one child plan. The Rules Palette will only allow a plan group to be saved without a child plan if no plans have been created yet within the company. When a plan group is created without child plans, and the company does not yet have any associated plans, then the plan group will not be saved to the AsPlanGroup table in the database. Make sure to assign a plan to the plan group before logging out of the Rules Palette.

Note: Plan Groups are also supported at the sub-company level.

New Plan Group Wizard

## Steps to Add a New Plan Group

1. From Main Explorer, open the Company folder and any sub-company folders to reveal the Plan Groups folder.

2. Right-click on the Plan Groups folder and select Add Plan Group.

3. Enter the plan group name..

4. Move any available plans to the child plans box using the right arrow buttons.

5. Select Finish after you have entered the information. Your new plan group should display directly under the company folder.

A plan group must have at least one child plan.

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