Insurance Lists

An insurance list allows you to group multiple insurances into a collection that you can use in a banking product. It is possible to group under the same umbrella the following classes of insurances created individually in the Insurance menu: Credit, Home, Life, and Other insurances.

To manage commission lists:

  1. Log into Innovation Studio in Developer mode.
  2. Click the main menu icon at the top left corner.
  3. In the main menu, expand Product Factory -> Banking Product Dimensions.
  4. Click Insurance List to display the Insurances Lists List page.

  5. In this page, you can:
    • Add a new insurance list by clicking the Insert button at the top right corner of the page.
    • Edit an insurance list from the section by double clicking it.
    • Delete an insurance list from the section by selecting it and clicking the Delete button at the top right corner of the page.

The Edit Insurance List page allows you to configure insurance list settings.

Adding Insurance Lists

To create a new insurance list, follow these steps:

  1. Click the Insert button on the top right side of the page. The Add Insurance List page is displayed.
  2. Enter a Name for the insurance list.
  3. Click the Save and Reload button at the top right corner of the page.
  4. Click the Insert existing button to add the applicable insurance in the Insurance section.
  5. Click the Save and Close button at the top right corner of the page.