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.
Prerequisites
You need to have permission to View Products or Manage Products to access to this page.
Product List
PRODUCT LIST lists all the current products that have been built in your tenant.
On Product List, you can:
Add Product: add new product. See Creating Product
Show archived products: show products that are currently not used anymore.
Hide archived products: hide products that are currently not used anymore.
Search & Filter: find products in the the list. You can enter the product name to search.
View Product Details: click on product name to see Product Details. See Product Details
Archive Product: click on Archive icon in Action column for a specific product to archive a product that is not used anymore.
Unarchive Product: click on Unarchive icon in Action column for a specific archived product to unarchive it.