Working with multi-line products

Create a multi-line product

Before you begin

Before you create a multi-line product, you must create a mono-line product for each of the product lines you plan to include. Each mono-line product and its editions should be stable and unlikely to undergo significant change.

About this task

A multi-line product serves as a container for several product lines. Editions are copied from the constituent product lines to the multi-line product. Do not create editions at the product level in a multi-line product.

Note: Editions are handled differently for cloud products and products created in PolicyCenter. For cloud products, only editions associated with the product and its constituent lines are displayed on the Product Definition screen in PolicyCenter. For products created in PolicyCenter, editions are shared by different products using the same line, so additional editions may appear on the Product Definition screen.

Create a multi-line product

Procedure

  1. Create a new insurance product from scratch.
    Give the product a name that indicates that it is a multi-line product, for example MyMultiLineProduct.
  2. On the Product Model screen, click Add Child Object > Attach MyProductLine1, where MyProductLine1 is the name of the product line you want to attach.
  3. Click Attach Line to confirm.
    The name of the product line appears in the navigation pane in gray, indicating that it is a reference to a product line in a mono-line product.
  4. Attach other product lines as needed.

Make changes to a multi-line product

About this task

When making changes to a multi-line product, take note of the following:
  • You cannot make product model changes to a product line within a multi-line product; you must make the changes in the mono-line product.
  • You can make changes to a product line's rules within a multi-line product, but the changes are not propagated to the mono-line product.
  • You can make changes to a product line's editions within a multi-line product, but the changes are not propagated to the mono-line product. To apply changes to a product line's editions in both the multi-line product and the mono-line product, detach the product line from the multi-line product and re-attach it after saving your changes to the mono-line product. If it is not necessary to keep the mono-line product's editions synchronized with the multi-line product's editions, make the changes to the product line's editions within the multi-line product.

Detach a product line from a multi-line product

Before you begin

Make sure all editions for the product line have been removed.

Procedure

  1. In the navigation pane, select the product line you want to detach.
  2. On the Product Model screen, click ... > Detach MyProductLine1, where MyProductLine1 is the name of the product line you want to detach.
  3. Click Detach Line to confirm.