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Product Builder – Other Parameters - Coggle Diagram
Product Builder – Other Parameters
Access & Navigation
Key Actions
Open the product in Product Builder
Navigate to "Other Parameters"
Notes
Save each subsection after changes
Premium Types
Required Fields
Premium Type – Mandatory – Dropdown (from System References – Premium Types)
Max Commission - Rate – Conditionally Mandatory – Number – At least one of Rate or Percentage; cannot have both
Max Commission - Percentage – Conditionally Mandatory – Number (%) – At least one of Rate or Percentage; cannot have both
UPR Applied – Mandatory – Toggle (Yes/No)
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Perils Grid (auto for selected Premium Type)
Percentage – Optional – Number (%)
Status – Optional – Toggle (Active/Inactive)
Actions
Add New Premium Type → Fill fields → Save
Validations
Enforce mutual exclusivity: Max Commission Rate XOR Percentage
Require at least one: Rate or Percentage
On save: newly added Premium Type appears in list
Perils shown for the Premium Type with Percentage and Status columns
Other Charges
Required Fields
Other Charge – Mandatory – Dropdown (from System References; cannot be duplicated within product)
Basis – Mandatory – Dropdown (Hard coded: Premium / Sum Insured)
Frequency – Mandatory – Dropdown (Hard coded: Once / Always)
Settle Mode – Mandatory – Dropdown (from System References)
Rate – Conditionally Mandatory – Number – At least one of Rate or Percentage; cannot have both
Percentage – Conditionally Mandatory – Number (%) – At least one of Rate or Percentage; cannot have both
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Mandatory – Optional – Toggle (Yes/No) – Marks charge as mandatory in front view
Editable – Optional – Toggle (Yes/No) – Allows editing Rate/applicable status
Actions
Add New Charge / Manage existing → Set fields & toggles → Save
Validations
Disallow duplicate Other Charge entries for the product
Enforce mutual exclusivity: Rate XOR Percentage (exactly one provided)
Only Active charges appear in front view
Taxes
Required Fields
Tax Name – Mandatory – Dropdown (from Tax Management)
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Apply To – Optional – Multi-toggle scope (visible when Status = Active)
Premium Types – Optional – Toggles (list from product Premium Types)
Other Charges – Optional – Toggles (list from product Other Charges)
Actions
Activate Tax → Select where it applies (Premium Types / Other Charges) → Save
Validations
Show application scopes only when tax Status = Active
Applied taxes must reflect in product front view as per selected scopes
Statements
Required Fields
Statement – Mandatory – Dropdown (from Statement Management)
Order No. – Mandatory – Dropdown (Hard coded; must be unique within Statements)
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Policy Required – Optional – Toggle (Yes/No)
Quotation Required – Optional – Toggle (Yes/No)
Type – Optional – Auto-fill (from selected Statement)
Category – Optional – Auto-fill (from selected Statement)
Actions
Add New Statement → Configure requirements → Save
Validations
Order No must be unique within Statements
Only Active statements appear in product front view
Reflect Policy/Quotation requirement flags in front view
Documents to be Collected
Required Fields
Document – Mandatory – Dropdown (from System References)
Level – Mandatory – Dropdown (Hard coded: Risk / Policy)
Policy Required – Mandatory – Dropdown (Hard coded: Mandatory / Optional / Not Applicable)
Quotation Required – Mandatory – Dropdown (Hard coded: Mandatory / Optional / Not Applicable)
Claim Required – Mandatory – Dropdown (Hard coded: Mandatory / Optional / Not Applicable)
Order No. – Mandatory – Dropdown (Hard coded; must be unique within this section)
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
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Actions
Add New Document → Set Level & Requirements → Save
Validations
Disallow duplicate combination: Document + Level
Order No must be unique within Documents to be Collected
Only Active items appear in product front view
Product Document Templates
Required Fields
Document Template – Mandatory – Dropdown (from System References)
Template File – Mandatory – File Upload (PDF)
Optional Fields
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Actions
Add New Template → Select Template → Upload PDF → Save
Validations
On Save: Template Status auto-sets to Active
Templates associate with product upon save
Events & Benefits
Required Fields
Event – Mandatory – Text
Benefit – Mandatory – Text
Order No. – Mandatory – Dropdown (Hard coded; must be unique within this section)
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Language 1 – Optional – Text (translation)
Language 2 – Optional – Text (translation)
Actions
Add New Event/Benefit → Fill fields → Save
Validations
Order No must be unique within Events & Benefits
Only Active items appear in product front view
Optional translations are saved/displayed when provided
Short Term Rates
Required Fields
Premium Type – Mandatory – Dropdown (from product Premium Types)
From Days – Mandatory – Number (days)
To Days – Mandatory – Number (days)
Charge Rate – Conditionally Mandatory – Number – At least one of Charge Rate or Charge %
Charge % – Conditionally Mandatory – Number (%) – At least one of Charge Rate or Charge %
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
Refund Rate – Optional – Number
Refund % – Optional – Number (%)
Actions
Add New Short Term Rate → Fill fields → Save
Validations
From Days must be ≤ To Days
Enforce mutual exclusivity for primary charge fields where applicable (do not allow both if design requires XOR)
Require at least one of Charge Rate or Charge %
Only Active rates appear in product front view
Payment Grace Period & Late Fees
Required Fields
From Days – Mandatory – Number (days)
To Days – Mandatory – Number (days)
Late Fee Rate – Conditionally Mandatory – Number – At least one of Late Fee Rate or Late Fee %
Late Fee % – Conditionally Mandatory – Number (%) – At least one of Late Fee Rate or Late Fee %
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
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Actions
Add New Late Fee Definition → Fill fields → Save
Validations
From Days must be ≤ To Days
Require at least one of Late Fee Rate or Late Fee %
Enforce mutual exclusivity where applicable (do not allow both if design requires XOR)
Only Active items appear in product front view
Unit Wise Charge Rates
Required Fields
Category Code – Mandatory – Dropdown (from System References)
Sub Category Code – Mandatory – Dropdown (from System References)
Premium Rate – Conditionally Mandatory – Number – At least one of Premium Rate or Premium %
Premium % – Conditionally Mandatory – Number (%) – At least one of Premium Rate or Premium %
Status – Mandatory – Toggle (Active/Inactive)
Optional Fields
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Actions
Add New Unit Wise Charge Rate → Fill fields → Save
Validations
Combination (Category Code + Sub Category Code) must be unique
Require at least one of Premium Rate or Premium %
Enforce mutual exclusivity where applicable (do not allow both if design requires XOR)
Only Active items appear in product front view
Save & Review
Actions
Review all subsections → Save
Validations
Ensure all Conditionally Mandatory pairs have exactly one value
Ensure uniqueness constraints (Order No per section; Document+Level; Category+Subcategory; Other charge non-duplicate)
Ensure Status toggles set correctly for front view visibility