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Field | Description |
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Plan ID | The ID of the plan, must be numerical field |
Plan Name | Name of the plan, and it must be unique comparing with other plans in your product |
Display Name | Display name of the plan, and it must be unique comparing with other plans in your product |
Description | Description of your plan |
Displaying OrderTBD | The order that this plan will be displayed on Quote UI |
b. Plan limit
Field | Description |
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Limit Type |
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Value Type |
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Limit amount | The predefined limit SI, numerical field Note! This field only shows when the value type = Fixed value |
Source Question | The question that is defining the limit SI Note! This field only shows when the value type = Input |
Limit (Free Text) |
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Field | Description |
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Available Covers | List of all covers of your product. To add a new cover in your plan, you would need to choose a cover in this dropdown and click Add to add the cover in your plan |
Cover name | Name of all covers in your plan |
Active when | Define whether the cover is mandatory in your plan, or is optional depending on the selected condition
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Limit | Limit sum insured of the cover in the plan. The cover can have its own limit Sum insured, and different limit SI when it is in a plan |
Deductible | Deductible of the cover in the plan. The cover can have its own deductible, and different deductible when it is in a plan |
Remove | You can remove the cover out of the plan. When removed, the cover is still in the product, but is not in the plan |
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