Introduction
PRODUCT DETAILS shows the summary information about an insurance product, including:
Name: displaying name of the product.
Logo: this is the icon that represents the product.
List of product versions have been created for the product.
Prerequisites
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1. Introduction
Seamless provides you the ability to define multiple versions of a product, allowing you to modify and publish changes without impacting previous quotes and policies.
a. Before you begin
You need to have permission to View Products or Manage Products to access to this page.
Main screen
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On PRODUCT DETAILS, you can:
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2. Product Details page
The PRODUCT DETAILS section provides a summary of the product with the following information:
Name: This displays the name of the product.
Logo: This represents the product through an icon.
List of product versions that have been created
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for this product.
VERSION:
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The
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version
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number represents the current active version
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. Only one version can be active at a time. To activate a version,
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please refer to the following link: Product Version Details
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DESCRIPTION:
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The description
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of the version
CREATED DATE:
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The date that the version
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was created
STATUS:
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The current status of the version
Published: This version is fully updated
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and ready for
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sale. Once a version is published,
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it cannot
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be modified anymore. If
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changes are necessary, you must clone the new version and make
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the modifications there.
Draft: This version is currently in editing mode.
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Add Product Version: see Add Product Version
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Clone Product Version: By clicking on this button
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, you can create a new product version
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that contains all the information
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from the version
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it is cloned from.
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View Product Version details: To access the details of a specific Product Version, simply click on the Product Version link in the Version column
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. For more information, refer to Product Version
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If the product is currently available for sales, a green notification would will be displayed on at the top of the page “This stating "This product is active and available for salessale.” - " as shown depicted above.