Workspaces

Capability	Feature Description
Workspaces	Create, view, update, delete local and Workspaces
	Create, view, update, delete changes for all Plan Component types.
	Create, view, update, delete Change Events
	Group changes to Change Events
	Approve Workspaces
	View changes in Plan Design like view.
	Add comments while approving a Workspace and view at a later point.
	Upload documents while approving Workspaces.
	Filter Changes by type.
	Publish changes by associating changes with approved Plan Versions.
	Test changes
Product Structure	Create, update, view and delete Risk, Risk Extension, Coverage, Form, Endorsement, Schedule
	View where Risk, Risk Extension, Coverage, Form, Endorsement, Schedules are used with the Plan Design
	Search and filter Risk, Risk Extension, Coverage, Form, Endorsement, Schedules using any column
	Offer or Decline Risk, Risk Extension, Coverage, Form, Endorsement, Schedules
	Create, update, view and delete attributes for a Risk, Risk Extension, Coverage, Form, Endorsement, Schedules.
	Export and Import Risk, Risk Extension, Coverage, Form, Endorsement, Schedules along with attributes
Attributes	Create, update, view and delete attributes under Risk, Risk Extension, Coverage, Form, Endorsement, Schedules.
	Check for used attributes under Risk, Risk Extension, Coverage, Form, Endorsement, Schedules
	Apply and Disable attributes of Risk, Risk Extension, Coverage, Form, Endorsement, Schedules
	Categorize attributes of Risk, Risk Extension, Coverage, Form, Endorsement, Schedules with predefined types
	Export and import attributes Risk, Risk Extension, Coverage, Form, Endorsement, Schedules
	Search and filter attributes of Risk, Risk Extension, Coverage, Form, Endorsement, Schedules
Product Choices	Create, update, view, and delete Product Choices
	Ability to select or unselect Product Choices
	View where a Product Choice is used in the Plan Design
	Map a Product Choice to one or more attributes of the Plan Structure
	Ability to select and unselect Product Choices
	Remove mapping of a Product Choice
	Export and import Product Choice tables through Excel
	Export, import Rate Data
	Search and filter product choices with multiple columns
Rates	Create, update, view and delete Rate Tables
	Create Rate Tables with multi-return columns
	Create Rate Tables without data
	Create Tables with dimensions
	Update Rates in bulk either by flat value, or percentage.
	View where a Rate Table is used in the Plan Design
	Export and import Rate Tables with multiple columns
	Export, import Rate Data and Rate Tables
	Search and filter Rate Tables
Computations	Create, update, view and delete Premium Calculations, Premium Rollup, Pricer, Other Computations
	Add other Workspaces to algorithm for using Rate Tables
	Use all functions in Algorithms.
	Create, view, update, delete local and Global variables
	Add secondary context from the builder
	Use Rate tables from other Workspaces
	Use attributes from current and parent context
	Filter the block expression from the Algorithm Builder
	Show syntax and description with examples when functions are used
	Validate expressions before saving
	View rated structure, rule blocks, Tables, Functions, Global Variables in Computations
	Validate and save Premium, other computations and Rollups
	Search and filter Computations with multiple columns from algorithm list
Rules	Create, update, view and delete Rules (Risk Eligibility, Co-Requisite, Mutually Exclusive, Offer & Decline, Derivation, Indicator Rules)
	Use Builder or Decision Tables for creating Rules.
	Save Product Rules without data
	Get attribute values from different workspaces while defining Decision Tables
	Export and import Rule Data
	Search and filter Rules
Form Library	Create, update, view and delete Forms
	Define Attachment Rule for a conditional Form
	Ability export, import Forms
	Create, update, view and delete Attachment Rule
	Check where a form is used in the Plan Design
	Mark form Attachment Type for usage
	Export and import Forms
	Integrate with the external systems for form physical image download
Plan Design	Adopt selected changes to Plan
	Reject selected changes to Plan
	View selected Workspaces in the Plan Design
	View Change Events
	Search changes by type with more than one column.
	Approve Plans
	View documents uploaded to Workspaces
Communication Channel	View comments made with Workspaces
	Add comments while sending the plan to Review/Approve
	Add comments while Reviewer sends the Plan to Approver
	Respond to Reviewer or Approver’s comments
	Download files from both Workspace and Initiative Admins, Reviewers, Approvers