✏️Policy Edit

Update the detail in seconds.

Policy Edit feature, unlike Mid-Term Adjustment (read more in Mid-Term Adjustment (MTA)) is any non pricing-relevant changes made to the policy after the policy is already started. Be it updating the address, phone number or email address, as long as (1) the changes happen after the policy has been created and (2) the changes do not have an impact on the premium calculation.

To enable Policy Edit Feature, make sure, that Policy Edit Switch is turned on (to the right side)

We understand that each product is different, therefore, you will be able to pick from your Field Definition (read more in Field Definition) the input fields that are editable (if not selected, they are by default not editable) and keep the rest of the fields non-editable.

To make it work, you will first need to go to the Product Feature section and enable Policy Edit feature. You will then be filling the Policy Edit Field Definition with the inputs that are editable, similar to the Field Definition configuration (read more in Field Definition). An example of this:

Policy Edit Field Definition Example

{
  "policy_patch": 
  [
    {
     "name": "editable_field_1",
     "path": "data",
     "validation": "string|required"
     }
  ]
}

Please make sure that the Policy Edit field exists in your Field Definition as well.

Once this is done, your product will accept policy update via API. Depending on the use case you have, you might also want to configure the frontend Webapp so that the users would be able to make the changes on the wbeapp (read more in Webapp); or you might want to configure emails and documents to be sent and generated when a Policy Edit is done (read more in Emails and Documents).

After enabling Policy Edit, you can see all features you can configure all relevant "field defination", "emails" and "documents"