The BritePolicies screen flow is a YAML configuration that provides clients with the ability to customize the policy information tabs and content. The screen flow reduces the need for scrolling and is designed to present information in a clean, read-only view. To edit any information within the BritePolicies screen flow, you must create an endorsement.
Within the BritePolicies screen flow, the following components are customizable:
- Risk tabs
- Risk types
- Format types
- Risk data reference notation
- Format options
You can view and access the BritePolicies screen flow when you access a policy. The policy screen flow doesn’t consist of the Overview and Policy History tabs; it consists of the tabs that appear to the right of the Policy History tab. See Figure 1.
Risk tabs are the tabs that make up the BritePolicies screen flow and display data associated with the risk(s) on a given policy. The tabs are configurable; you may choose to configure them by policy type so that the risk tabs for a homeowner policy are different from the risk tabs of a personal auto policy. For example, see Figure 1. The BritePolicies screen flow for an auto policy could contain the following risk tabs:
- Additional Interests
The risk type is the kind of risk associated with a policy. In a personal auto policy, examples of risks are the driver(s) and the vehicle(s). Each risk tab will contain information about the risk type(s) associated with the risk tab.
Within each risk tab, you can customize how you want to display information. You can display information with fields, in tables, on subtabs, or a combination of the three.
Note: By default, when you use the table formatting type, the system organizes and displays the “parent” risk information, but not the “children” risk information. To display the “children” risk information in a table, you must use the iterateChildren format type.
In Figure 3, note that the Vehicles risk tab uses both subtabs (1) and tables (2) to organize and display information related to the risk.
You can choose to add additional risk information to the header of your risk with a subtitle. For example, in Figure 3, number 3 shows examples of subtitles used in the header on the risk tab. VIN and Premium are examples of subtitles.
Risk data reference notation
You can identify risk data that you want to easily access and reference for the risk state. A reference notation will be applied to each risk data you identify. When you reference the notated risk data for any related risk, the policy screen flow will find and populate the referenced risk data in the appropriate space.
With format options, you can determine how you display specific information, such as money or SSN. You can use the following format options:
- Money: This format option will display a numerical value with:
- A dollar sign.
- A comma after every three digits.
- A number rounded to the second decimal point.
- Date: This format option will display a numerical value as MM/DD/YYYY.
- SSN: This format option will display a numerical value by hiding the first five digits and showing the last four.
Note: Hiding the first five digits doesn’t guarantee that the data is 100% secure.
- Boolean: This format option will display True/False answers as Yes/No, respectively.
The value-extra-class format option allows you to add HTML formatting to a UI element.