III. Main screen

1. List of plans

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Action	Description
View all	You can view all plans in your product in the left-hand menu
Clone a plan Image Modified	You can clone the plan to a new plan. Clone means you create another new plan with exactly the same with your selected plan
Remove a plan Image Modified	You can remove the plan of your product. Please note that you can't revert after removing the plan
Add a new plan Image Modified	You can enter your plan name and click Add to add a new plan

Field	Description
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 Order	The order that this plan will be displayed on Quote UI

Field	Description
Limit Type	Per claim event Per insured period
Value Type	Fixed value - the predefined value of the plan. For example, the insurance company always set the maximum sum insured of the plan as 10.000.000 and doesn’t depend on the all covers' sum insured Input - getting the value from a question tag. The maximum sum insured of the plan is defined as the sum insured of the plan
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)

Field	Description
Deductible Type	Amount % of damage
Deductible type = % of damage
Deductible % Question	A question to capture the deductible %
Minimum Deductible Amount Question	A question to capture the minimum deductible that can

has

be set in a plan
Maximum Deductible Amount Question	A question to capture the maximum deductible that can

has

be set in a plan
Deductible Time From Question	A question to capture the deductible time
Deductible type = Amount
Value Type	Fixed value - the predefined value of the plan. For example, the insurance company always set the maximum deductible of plan as 10.000.000 and doesn’t depend on the plan deductible. Input - getting the value from a question tag. The maximum deductible is defined in a plan
Limit amount	The predefined deductible, numerical field Note! This field only shows when the value type = Fixed value
Source Question	The question that is defining the deductible Note! This field only shows when the value type = Input
Limit (Free Text)

This is a list of all covers in your plan

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If there is a section belong to this plan then the covers list will be populated from section configurations.
Any changes made in plan will also reflected back to the section which belong to this plan
If you add a new cover that doesn’t exist in section, that cover and changes made to it will not be reflected back to the section

Field	Description
Available Covers Image Modified	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 Image Modified
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 Image Modified Always: this cover is active when the plan is selected. Yes/No question: this cover is active when a specific question is answered as “Yes” (ie: Include cover A - Yes) Custom condition: define active rules base on value of a specific question (ie: Maternity cover is added if Gender is Female)
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 Image Modified
Deductible	Deductible of the cover in the plan. The cover can have its own deductible, and different deductible when it is in a plan Image Modified
Remove Image Modified	You can remove the cover out of the plan. When removed, the cover is still in the product, but is not in the plan