Product Builder

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 will be displayed, as shown in Product List.

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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 List, you can:

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

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

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

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

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.

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