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1. Introduction
The Plans tab gives you the ability to view and update your plan flexibility. The tab includes:
Available plans - All the plans on your product
Working on plan - Plan detail
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a.
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Before you begin
You need to have permission to View Products or Manage Products to access this page.
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2. Main screen
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a. 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  | 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  | You can remove the plan of your product. Please note that you can't revert after removing the plan |
Add a new plan  | You can enter your plan name and click Add to add a new plan |
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3. Plan details
a. Plan information
Field | Description |
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Plan ID | The ID of the plan |
and must be a numerical field | |
Plan Name | Name of the plan, and it must be unique |
compared with other plans in your product |
Display Name |
Displayed name of the plan, and it must be unique |
compared with other plans in your product | |
Description | Description of your plan |
Displaying Order | The order |
in this plan will be displayed on the 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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c. Plan
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Deductible
Field | Description |
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Deductible Type |
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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 |
be set in a plan | |
Maximum Deductible Amount Question | A question to capture the maximum deductible that can |
be set in a plan | |
Deductible Time From Question | A question to capture the deductible time |
Deductible type = Amount | |
Value Type |
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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) |
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d. Covers of the plan
This is a list of all covers in your plan
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Notes:
If there is a section
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belonging to this plan then the covers list will be populated from section configurations.
Any changes made in the plan will also reflected back to the section
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that belong to this plan
If you
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add a new cover that doesn’t exist in the section, that cover and changes made to it will not be reflected back to the section
Field | Description |
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Available Covers  | List of all covers of your product. To add a new cover |
to your plan, you would need to choose a cover in this dropdown and click Add to add the cover |
to your plan  | |
Cover name | Name of all covers in your plan |
Active when | Define whether the cover is mandatory in your plan, or |
optional depending on the selected condition 
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Limit | Limit the 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 |
A 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 |
from the plan. When removed, the cover is still in the product |
but is not in the plan |
e. Proposed JSON
This JSON is generated from the information above that you have updated