Create and merge editions

Create a product edition

About this task

By default, all product lines can define product model properties for the base product line. When you use the Base edition, changes made to product model properties, such availability criteria or minimum or maximum values, are made in the base product line. For example, you have a user-entered limit that is a coverage term. You set the default minimum to 1,000 and maximum to 100,000 in the base edition.

If you add an edition, you can make changes to product model properties for that edition. Added editions do not inherit from the base edition.

Procedure

  1. Go to the Editions tab.
  2. Click Create Edition.
  3. In the Add New Edition dialog, enter values for Edition Name, Edition Description, Effective Date, Expiration Date, Edition Identifier, and Segment Details.
  4. Click Create to add the edition.

Merge editions

When you attach a product line to a multi-line product, the mono-line product's editions are copied to the multi-line product. For this reason, the number of editions in a multi-line product can become quite large. Or, a mono-line product might simply have too many editions. To reduce the number of editions, you can merge two editions into one.

About this task

When you merge two editions:
  • All segment values are included.
  • The earliest effective date and the latest expiration date are used.
  • The name and identifier for the merged edition are taken from the name and identifier for the higher priority edition.
  • You can choose which edition has higher priority.
  • By default, the lower priority edition is deleted after merging, unless it is the base edition.
For example, consider two editions, Edition 1 and Edition 2, where Edition 1 has higher priority. Edition 1 has the following characteristics:
  • Segment value: MA
  • Effective date: January 1, 2023
  • Expiration date: February 1, 2023
  • Edition name: Edition 1
  • Edition identifier: Edition1Identifier
Edition 2 has the following characteristics:
  • Segment values: CA, TX, AL, NY
  • Effective date: February 5, 2023
  • Expiration date: December 1, 2023
  • Edition name: Edition 2
  • Edition identifier: Edition2Identifier
The merged edition will have the following characteristics:
  • Segment values: MA, CA, TX, AL, NY
  • Effective date: January 1, 2023
  • Expiration date: December 1, 2023
  • Edition name: Edition 1
  • Edition identifier: Edition1Identifier

Procedure

  1. On the Editions screen, select the two editions you want to merge.
    The first edition you select is the higher priority edition.
  2. Click Merge Selected.
  3. In Merge Editions, if you do not want to delete the second edition after merging, click Keep the original second edition after merge.
  4. If you want to change the priority of the two editions, click Swap Order.
    Information about the merged edition appears in Resulting Edition.
  5. Click Merge.
    The merged edition appears on the Editions screen with the name of the higher priority edition.

Delete a product edition

Procedure

  1. Go to the Editions tab for a product, and click ... next to the name of the product edition.
  2. Click Delete Edition.