Page Comparison

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7. Quote related entity configuration

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You need to tick on the option Use Quote Related Entity to enable the related entity in a quote https://contemi.atlassian.net/wiki/spaces/SHC/pages/edit-v2/1870725128#4.-Related-entity

By clicking on the Image Added button, you can configure the quote’s related entity. For now, you can define the relationships of entities in the quote module. You can view more about the entity module in Entities

1. One quote can map with multiple entities with the same relationship, or different relationships ⁽¹⁾

2. In each relationship, you need to define the name and the type of it. Currently, Seamless only supports the type “Intermediary” ⁽²⁾

3. In each relationship, you can define multiple related entities

   1. For each related entities, you can set up its name so Seamless can know to map ⁽³⁾

      1. For instance, you have 4 entities in your tenant: Internal Introducer, External Introducer, Contemi broker, Contemi introducer

      2. The relationship between Internal Introducer, External Introducer and the quote module will be Intermediary

   2. You can also set up the default new business sales commission, and renewal sales commission of the entity ⁽⁴⁾

   3. You can define the minimum and maximum records for per entity in a quote ⁽⁵⁾

      1. For instance, when you set min: 0 and max: 2 then the user can select from 0 to 2 internal introducer in a quote

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After finishing, click on the SAVE button to apply the configuration .

8. Shared lookup