Creating and Editing Products

A product is defined as the line of business or highest level of coverage packaged to include all possible plan offerings, benefit packages, features and ranges. Dental, Life, Health or Disability are examples of products. This page contains information on creating and editing products and child products in the Rules Palette.

Products

Creating Products

To create a new product:

  1. Open the Main Explorer window.
  2. Expand the Companies node and expand the relevant company node and subsidiary company node for the subsidiary company to which the product should belong.
  3. Right-click on the Products node and select Add Product. The New Product wizard will open. The Primary Company Name and Subsidiary Company Name fields will already be populated with the names of the primary company and subsidiary company chosen in step 2.
  4. Enter a name for the product in the Product Name field.
  5. Enter a description of the product in the Product Description field.
  6. Enter a date when the product should take effect in the Effective Date field.
  7. Enter a date when the product should no longer be valid in the Expiration Date field.
  8. Click Finish.

After a new product is created with the New Product wizard, a record will be created and stored in the AsProduct database table.

Editing Products

To edit an existing product:

  1. Open the Main Explorer window.
  2. Expand the Companies node, expand the relevant company node and subsidiary company node for the subsidiary company to which the product that requires editing belongs.
  3. Expand the Products node.
  4. Right-click on the product that requires editing and select Edit Product. The Edit Product wizard will open.
  5. The details below will be available for editing. Edit the relevant information.
    • Product Name
    • Product Description
    • Effective Date
    • Expiration Date
  6. Select Finish.

Child Products

Creating Child Products

Additional child products can be created under each product and child product. To create a new child product:

  1. Open the Main Explorer window.
  2. Navigate through the relevant company, subsidiary company and product/child product nodes and expand the node for the product/child product to which the child product should belong.
  3. Right-click on the Child Products node and select Add Child Product. The New Child Product wizard will open. The Primary Company Name, Subsidiary Company Name and Product Name fields will already be populated with the names of the primary company, subsidiary company and product chosen in step 2.
  4. Enter a name for the child product in the Child Product Name field.
  5. Enter a description of the product in the Child Product Description field.
  6. Enter a date when the child product should take effect in the Effective Date field.
  7. Enter a date when the child product should no longer be valid in the Expiration Date field.
  8. Click Finish.

After a new child product is created with the New Child Product wizard, a record will be created and stored in the AsProduct database table. Child products do not represent a separate override level from products—child product records will be stored in AsProduct exactly the same as product records. The fundamental difference between a product and child product is that each child product has a relationship to a product. Parent and child product relationship details are stored in the AsProductRelationship database table.

Editing Child Products

To edit an existing product:

  1. Open the Main Explorer window.
  2. Navigate through the relevant company, subsidiary company and product/child product nodes and expand the node for the product/child product to which the child product belongs.

  3. Expand the Child Products node.
  4. Right-click on the child product that requires editing and select Edit Product. The Edit Product wizard will open.
  5. The details below will be available for editing. Edit the relevant information.
    • Child Product Name
    • Child Product Description
    • Effective Date
    • Expiration Date
  6. Select Finish.
     
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