Product Setup
Description
This tab holds the top-level setup for an individual product including:
What it is called
How it's referenced
Workflows
Default rules
Attached Binders
Classes of Businesses
Configuration Guide
Product Name
Is the name of the product
Demo Product
Yes
Product Code
A reference code used throughout the platform to identify the product. Format is BRAND_PRODUCTNAME
DEMO_PRODUCT1
Yes
Product Logo
*deprecated*
Product Stylesheet
*deprecated*
Product Company
The company all Risks will be attached to as the User Company.
Insureflow User Company
Yes
Product Init
Default processes that occur when a risk is created
RISK_INIT
Yes
Product Validator
The default risk validation function that will run when the Validate action is added to a process step
Validate_Automated_V2
Yes
Product Calculator
The default risk rating function that will run when the Run Rates action is added to a process step
NEWRATES_Calculate_Premium
Yes
Product Checker
The default referral check function that will run when the Check Referral action is added to a process step
Referral_Automated_V2
Yes
Flow
The product flows available for this product
Standard MTA Renewal
Yes
Risk Summary
Configuration of which flows are able to be seen within the Risk Sumamry Tab
Standard Payment Post Bind
Binders
Which binders are available to be attached to this product
Yes
Documents
*deprecated*
Class of Business
The classes of business available for this product
Yes
Ignore Default Taxes
TBC
Breadcrumb Disabled
TBC
Last updated