Insurance Restrictions

Insurance Restrictions

Ability to set product or variant restrictions. It is started by a button in the menu.

Insurance Company Product Restrictions = in the menu on the insurance company's product card, Other conditions

Variant restrictions = in the Insurance Product Variants menu

Most often, the restriction is set at the Variant level.

All Restrictions are set in the Insurance Product Restrictions report

• Restriction Code (Restriction Code)

  • The user selects/sets specific restrictions in the Insurance Restrictions table.

• From Value (From Value)

  • Here the user enters the lower limit of the constraint (if the constraint value is numeric)

• To Value (To Value)

  • The user enters the upper limit of the restriction (e.g. insurance up to 36 months)

• Value Filter (Value Filter)

  • The user can list the values separated by "|" to which the restriction applies. The given restriction will not be over the interval from – to, but will be defined by the listed values. E.g. we can limit it only to clients with the legal form of FON|FOR|FOP.

  • When a Boolean field (yes/no), the value fulfills True/False