1. On the Configure products page, click the Configure Metadata tab, and then click the Add product batch link.
2. To rename the default batch name, click the Edit icon, and then enter the new name.
3. If you want to copy the batch data from another batch, click the Copy batch data icon, and then choose an already configured batch.
4. Expand the batch.
5. Click the Add products to batch link.
6. In the Select products for batch dialog box, select the products that you want to update with this batch, and click Submit.
   You can use the Filter by fields to display a subset of the selected products. For example, if you select ten products for update, but want to change the coverage only for Small group products, filter by Market Segment and select only those products for this batch.
7. Click Submit.
8. Click Define metadata to make your changes to the metadata.
9. In the list on the left side of the Edit product metadata page, select the option that you want to change, and then select the action in the list on the right side of the page.
   For example, you might want to add a new coverage level, such as Employee + Children, to some products and plans.

   If you make a market segment change that applies to all 10 products, for example, a change from Large group market segment to Medium group market segment, define a product metadata batch, select all the products, and then remove the Large group market segment. Then define another product metadata batch, select the same products, and add the Medium group market segment. These changes apply to all 10 products.

   Some fields where you can select multiple options, for example Coverage level, have the following options:

   Append - The value that you select is added to the existing values

   Replace - The value that you select replaces the existing value

   Remove - The value that you select is removed

   Other fields where you can select only one option, for example Product line, have the actions Replace or No change. No change means that the existing value remains.

   The Exchange level field shows the actions of No change, Replace, or Remove.

10. Complete the fields on the Edit product metadata page, and then click Submit.
11. On the Configure products page, click Save.
12. Do one of the following:
    • Follow the steps in Configuring product benefit categories in this section.
    • Follow the steps in Configuring coverages for your product in this section.
    • If you are finished with configuration, click Submit.

1. On the Smart Update page, click Begin.
2. On the Configure product template page, click the Configure Benefit Categories tab.
3. Click the Add product batch link.
4. To rename the default batch name, click the Edit icon, and then enter the new value.
5. To copy the batch data from another batch, click the Copy batch data icon, and then choose an already configured batch.
6. On the Configure products page, click the Configure Benefit Categories tab, and then on the right side of the window, click the Add products to batch link.
7. In the Select products for batch dialog box, select the products that you want to update with this batch, and then click Submit.
8. On the right side of the window, click Define benefit categories, and then configure the categories:
   1. In the Define benefit categories dialog box, click Add benefit category.
   2. In the Benefit category list, enter a benefit category name, and then select an item.
   3. In the Update type field, select an option that describes the change that you want to make, for example, Add.
   4. In the Benefits and Groupers section, click the Add link and select Benefit or Grouper.
   5. In the Benefits and Groupers section, enter a benefit or grouper name, and then click the item that you want to update.
   6. To add other benefits or groupers, repeat steps c through e.
   7. Next to the benefit that you want to make the default benefit of the benefit category, click the Set as default display icon.
   8. Click OK.
9. In the Define benefit categories dialog box, expand the benefit category name, and click Add.
10. Select Benefit.
11. In the Benefits and Groupers list, enter a benefit name, and then select the benefit that you want to update.
12. To make the benefit the default benefit in the category, click the Set as default display icon to the right of the benefit.
    You must set one benefit in each benefit category as the default benefit.
13. Click Submit.
14. To define additional benefit categories and benefits, repeat steps 3 through 13.
15. After completing your product configuration, click Submit, and then view the Review page.

You also configure product coverage if you want to change the deductibles and out-of-pocket values at the network level for your products.

1. On the Smart Update page, click Begin.
2. On the Configure products page, click the Configure Coverages tab, and then click Add product batch.
3. To rename the default batch name, click the Edit icon, and then enter the new name.
4. If you want to copy the batch data from another batch, click the Copy batch data icon, and then choose an already configured batch.
5. Expand the batch name.
6. In the Coverage applies to list, select the entity for which you are updating coverage within the context of the product. Based on the selection in this list, different sections are displayed on this page.
   For this example, select Benefit. If you are changing network coverage, on the Configure Coverages tab, select Network, and then add the networks for which you want changes. Then you can define the coverage.
7. Expand the Select benefits section of the page, and then click the Click to add benefits icon to add the benefits.
8. In the Add benefits dialog box, complete fields for your search, select the benefits that you are updating, and then click Submit.
9. Expand the Select products section of the page, and then click the Click to add products icon to add the products.
10. In the Add products dialog box, complete fields for your search, select the products that you are updating with the benefit change, and then click Submit.
11. Expand the Select networks section of the page, and then click the Click to add networks icon to add the network names.
12. Select the network names, and then click Submit.
13. Click Define coverage.
14. On the Configure coverage page, complete the updates to the coverage fields, and then click Submit.
    You can also copy values of one network to another network on this page. The default configuration provides the following values:

    No Change

    The entity has the pre-existing value and the value does not change.

    Restore inheritance

    The coverage value follows normal inheritance rules. If the value was previously overridden, this action restores inheritance.

    Update coverage

    The value that you enter overwrites the value on the product template.

    Clicking the Copy to other networks button allows you to copy a coverage to another network.

15. Click Configure variations to update the variations by clicking, and then select one of the Smart Update actions:

    Choices	Actions
    Add a variation to an entity	Click Add. If a variation already exists with the same name, an error message is displayed.
    Replace a variation	Click Replace. Result: If a variation already exists with the same name, that instance is replaced. If more than one variation with the same name exists and the effective date is blank, select Apply for all or error out. Result: If you select error out and more than one variation exists with the same name an error is displayed. If you select Apply for all, all the variations are replaced. If a variation with the name given does not exist, the action is ignored. The selection of the effective date is optional.
    Remove a variation	Click Remove. Result: If a variation already exists with the same name, that instance is removed. If more than one variation with the same name exists and the effective date is blank,select Apply for all or error out. Result: If you select error out and more than one variation exists with the same name an error is displayed. If you select Apply for all, all the variations are replaced. If a variation with the name given does not exist, the action is ignored. The selection of the effective date is optional.

    Smart Update overrides the variation update for all the existing variations of the selected entities by default. To avoid variation data loss, use the variation actions to configure variations at all levels (network, group, and benefit) for products.
16. On the Configure plans page, click Submit.
    If there are errors, fix the errors, and then submit them.
17. Click Refresh.
18. Click Begin.