Product versioning overview

In BriteLines, you can version products by effective date, allowing you to make changes to a product without affecting in-force policies.

Note: You can publish product versions into production based on a specific effective date.

Create new versions

In BriteLInes, when you create a new product, BriteCore automatically creates the product’s first version. This initial version will be in a Draft state and labeled Initial Version. On every page within the product, you can see the product version.

Note: You can edit a product version to rename it.

Version states

Product versions move through a basic workflow of product states:

  • Draft: The Draft state means you can still edit a version.
  • Locked: The Locked state means you can’t make changes to a version. You can only view the version’s data.
  • Published: The Published state means the effective date is set and the version is locked. You can write policies against a version once it’s published.
  • Archived: The Archived state means the version isn’t available in the list on the Line Overview screen under Version. You can reinstate an archived product version.

    Note: Archived versions are excluded from quoting.

Version actions

On each screen, from the version dropdown list, you can:

Conditional version actions

When certain criteria are met, you can perform these actions: