Policy Details
The Policy Details page is used to collect various data items for the selected policy. The associated Content Source Alias, Line of Business, and Policy Type names are also included at the top of the page to help identify the policy being worked with.
To change the policy name:
- Edit the Policy Name field. The system will display a message if you have entered a duplicate name, and you will not be allowed to save until you edit the name to avoid duplication.
- Click Save to save your changes. Or click Cancel to abandon your changes and return to the Policy List.
Use the Policy Options section to define details for the policy. This section contains the default data points defined for the policy. Use this section to enter or modify the data, as necessary.
- The default data setup displays for the selected policy. As you scroll through
the document, you will see the available data points for modification. Use these
fields to define your data points. Note: For custom text fields, enter the user-defined text either in the field in the Transaction Data list, or within the document. If no text is entered, the standard Expere definition is used.
- Continue defining data points, as needed.
- Click Save to save your changes or click Cancel to abandon your
changes and return to the Policy List. Note: If you try to leave the page with unsaved changes, a popup message will display to prevent you from inadvertantly losing your changes. Click Leave Page to discard your changes and return to the Policy List. Click Stay on Page to return to the page to continue editing and to save your changes.
Products Card
The Products card on the right side of the page displays the products to which this policy is applied. This list of products is for your reference only; you cannot change which products use this policy from this page. However, you may click a product name to navigate to its Product Details page.