1. Introduction

“Product Builder” is the module to manage insurance products which includes building new products, launching new products, or creating new product versions,...

When clicking on the menu “Product Builder”, all products should will be displayed, as shown belowin Product List.

Product List

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Product Details

Clicking on product name would open up a new tab with product details:

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a. Before you begin

• You need to have permission to View Products or Manage Products to access this page.

2. Product List

PRODUCT LIST lists all the current products that have been built in your tenant.

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On the Product DetailsList, you can:

1. See the list of Product Versions that have been created. Each Product Version has these information:

   1. Action: Clone this version

   2. Version: Version number. The version is Active is the version used for sales. Only one version can be active at a time. To activate a version, see ?

   3. Description: Short description about the version

   4. Created date: Date that version is created

   5. Status: Current status

      1. Published: version is fully updated, ready for sales. Once a version is published, you cannot modify it anymore. If you need to change something, you need to Clone to the new version and make changes then.

      2. Draft: version is in editing mode.

2. Add Product Version: see ?

3. Clone Product Version: see ?

4. Click on Product Version link in Version column to navigate to Product Version details.

If the product is currently available for sales, a green notification would be displayed on the top of the page “This product is active and available for sales.” - as shown above and the active version is highlighted.

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1. Add Product: add a new product. See Creating Product

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2. Show archived products: show products that are currently not used anymore.

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3. Hide archived products: hide products that are currently not used anymore.

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4. Search & Filter: find products in the list. You can enter the product name to search.

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5. View Product Details: click on product name to see Product Details. See Product Details

6. Archive Product: click on the Archive icon in the Action column for a specific product to archive a product that is not used anymore.

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7. Unarchive Product: click on the Unarchive icon in the Action column for a specific archived product to unarchive it.

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