Localize product

View product in Advanced Product Designer App

Procedure

  1. In Advanced Product Designer App, on the Insurance Products page, click the APD App product tile or select ... > View Product.
  2. In the Select Edition popup, choose the edition that you wish to view.
    The base edition appears at the top of the list.

Manage languages

You can provide translations for a product's textual elements in any supported language.

About this task

If you created a product from a mind map or a template that contains translated text elements, you can make these translations available in Element Details. The language code used in PolicyCenter or other client application must match exactly the language code used in Advanced Product Designer App.

Procedure

  1. Select the Settings tab.
  2. In Settings, select the Languages tab.
    APD fetches values from the LanguageType typelist in PolicyCenter. Values fetched from the PolicyCenter typelist are identified by Externally managed by typelist.. Any values you added in APD also appear.
  3. In Languages, choose Add a Language to add a language or Create New to create a new language.
  4. In Add a Language or Create a Language, type the Label or Short Name, Product Name, and Product Description. Choose Save.
    The Label can contain letters, numbers, and underscores (_). The first character must be a letter. The Short Name is populated with the standard language code, if available.

Manage currencies

You can make currencies available for an insurance product in APD App.

About this task

In both PolicyCenter and APD App, seven currencies are provided: USD, EUR, GBP, CAD, AUD, RUB, and JPY. You can also add custom currencies. The custom currency code used in PolicyCenter or other client application must match exactly the custom currency code used in Advanced Product Designer App.

You select a currency when you add a value of type Money to a drop-down list of clause terms or when you create complex rules referencing the Contract Currency core field.

Procedure

  1. Select the Settings tab.
  2. In Settings, select the Currencies tab.
    APD fetches values from the Currency typelist in PolicyCenter. Values fetched from the PolicyCenter typelist are identified by Externally managed by typelist.. The default currency is identified by an asterisk. Any values you added in APD also appear.
  3. In Currencies, choose Add Currency to add currencies or Create New to create a new currency.
  4. Do one of the following:
    • In Add Currencies, select the currencies you want to add. Choose Add.
    • In Create Currency, type a Short Name for the currency. Choose Create.

Resolve null currency values

Products that are created by importing from a mind map contain null currency values because the mind map does not specify a currency for drop-down items of type Money. If a product contains null currency values, PolicyCenter throws errors when you attempt to synchronize the product with the cloud.

Resolve null currency values in an existing product

About this task

When you lock a product, APD identifies null currency values and provides a way to resolve them.

Procedure
  1. View the product in APD.
  2. Lock the product.
    If the product contains null currency values, a red badge appears to the left of the Save button indicating the number of issues identified.
  3. Click the red badge.
  4. In Identified Product Model Issues, in Some product currencies are not configured properly, click Fix issue.
  5. In Fix Product Currency Issues, in Currency, choose a currency from the drop-down list.

Resolve null currency values when importing or updating a product from a mind map

About this task

When you import or update a product from a mind map, APD identifies money drop-down items and prompts you to choose a currency.

Procedure
  1. Import or update a product from a mind map.
    If the mind map contains money drop-down items, an informational message prompts you to choose a currency.
  2. In Currency, choose a currency from the drop-down list or type a new currency code.