In Lines, you can add items to risk types.
You can add three types of items:
- Coverages
- Fees
- Endorsements
Note: If you add an endorsement, you will need to select all of the associated coverages.
You can choose one of three ways to have the item appear to users:
- Mandatory: A mandatory item is always selected and can’t be removed.
- Default: A default item will automatically be selected, but a user can choose to unselect it.
- Optional: An optional item is unselected by default, but a user can choose to select it.
To add an item to a risk type:
- In the BriteCore menu, select Lines.
- In the Lines of Business list, select the applicable line of business.
- On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
- On the Product Overview screen, in the Risk Types section, select the risk type you want to add an item to.
- In the Items section, in the Items list, select Add Item.
- On the Create Item screen, complete the following steps:
- In the Label box, type the label of the item.
Note: The item Reference Name will automatically populate based on the Label, but you can change it if you want.
- In the Reference Name box, type the reference name of the item.
- Under Presence, select either Mandatory, Default, or Optional.
- Under Type, select either Coverage, Fee, or Endorsement.
Note: If you select Endorsement, in the Associated Items dropdown menu, select all of the coverages the item endorses.
- Select Create Item.
- In the Label box, type the label of the item.
- On the Edit Item screen, under Coverage calculations, complete the following steps:
- Under Variables, select Add Variable.
- In the Reference Name box, type the reference name of the variable, and then, in the Calculation box, type a calculation.
- In the Premium box, type a calculation.
- Select Save Changes.
You have successfully added an item.