Create a new product version

In Lines, you can version products. When you create a new product version, it doesn’t affect the published version.

All product versions are independent of each other; they don’t affect one another.

Example: If you create a new version of auto, it doesn’t affect homeowners.

When you create and publish a new product version:

  • Anything written against the old version won’t change.
  • Anything written after the effective date of the new version will be written against the new version.

To save a new product version, you must complete the following required fields:

  • Name: The Name must be unique.
  • Effective Date: The Effective Date must be in the future.
  • Description: The Description should contain a brief description of the product version.

To create a new product version:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the product you want to create a new version of.
  4. On the Product Overview screen, under Version, select the applicable version, and then select Create a New Version.

    Note: The Create a New Version option is available only if all prior versions have been Published or Archived.

  5. In the Create a New Version dialog box, complete the following steps:
    1. In the Name box, type the name of the new version.
    2. In the Effective Date box, do one of the following:
      1. Type the new effective date.
      2. On the calendar, navigate to and select the new effective date.
    3. In the Description box, type a description of the new version.
    4. Select Save Version.

The new version appears. You can view the new version’s information in the Product Version box.