Individual Life Servicing release notes
Summarize
Summarized using AI
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.
Summary of Individual Life Servicing release notes
Individual Life Servicing is a ServiceNow Store application designed to digitize and streamline the servicing of life insurance policies. It helps carriers eliminate manual processes, improve customer satisfaction, reduce turnaround times, and minimize back-and-forth communications. The application automates work transfer among stakeholders and enables prioritization of policy servicing requests through intelligent business rules.
Show less
Release Highlights and Updates
- Version 2.7.0 (June 2026): Added child tables for indexing under the Financial Case indexed source to improve data handling.
- Version 2.6.0 (April 2026): Replaced custom logic with the native Customer Service Management (CSM) Case Type Selector, including Agent and User Criteria support, simplifying maintenance and standardizing case type management.
- Version 2.5.0 (March 2026): Enhanced read-only field options by introducing a 'Strict Read Only' setting.
- Version 2.3.1 (August 2025): Added additional translations to support localization.
- Version 2.2.1 (November 2024): Improved security by updating ACL scripted conditions to prevent bypasses.
- Version 2.2.0 (May 2024): Migrated service category data to CSM tables, introduced new menus for the Next experience dashboard, updated reject reasons for underwriters, added roles for access control, and enhanced localization configuration.
- Version 2.1.0 (February 2024): Migrated agent assist pages to UIB layout 3.0, upgraded core application version, and improved localization settings.
- Earlier versions: Included UI updates, role and permission adjustments, localization efforts, data model migrations, and bug fixes improving list actions and landing page filters.
Practical Benefits for ServiceNow Customers
- Operational efficiency: Automate and optimize policy servicing workflows, reducing manual effort and errors.
- Improved customer experience: Faster turnaround and fewer communications enhance satisfaction.
- Standardized case management: Integration with native CSM components reduces customization and maintenance overhead.
- Security and compliance: Prevent ACL bypasses and control access with refined roles and permissions.
- Localization support: Enhanced translations and configurations enable global deployment.
- Dashboard and UI enhancements: Improved user interfaces and dashboards support better agent productivity.
ServiceNow customers using Individual Life Servicing can expect a continuously evolving application that aligns with platform improvements and industry best practices, providing a robust solution for life insurance policy servicing.
Version history for the Individual Life Servicing application on the ServiceNow Store.
Important:
For details on system requirements and family compatibility, view the application
listing on the ServiceNow Store
website.
Version history
- Version 2.7.0 - June 2026
- New: Added child tables for indexing for Financial Case indexed source
- Version 2.6.0 - April 2026
- Updated: FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
- Version 2.5.0 - March 2026
- Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
- Version 2.3.1 - August 2025
- Changed: Included additional translations to support localization for Q4.
- Version 2.2.1 - November 2024
- Changed: Prevent ACL bypass by updating the ACL scripted condition from GlideRecord to GlideRecordSecure.
- Version 2.2.0 - May 2024
-
- New:
- Migrated data from FSO service category (sn_bom_service_definition_category) table to CSM service category(sn_csm_case_types_service_category) and relationship tables
- Added new menus for Next experience dashboard
- Changed:
- Updated the reject reason options for underwriters
- Added PA viewer role to individual manager
- Added sn_ins_indiv_life.line_writer role to Policy Coverage and Beneficiary ACLs
- Modified configuration for localization support
- New:
- Version 2.1.0 - February 2024
- Changed:
- Migrated the agent assist pages to UIB layout 3.0
- Upgraded snc-app-parent version to 5.1.0.16
- Modified configuration for localization support
- Changed:
- Version 1.2.2 - November 2023
- Changed: Moved product model demo data from 'sn_bom_indiv_policy_model' table to 'sn_ent_indiv_life_ins_policy_model' table.
- Version 1.2.1 - August 2023
- Fixed
- Hide 'New' list action on Individual life service cases when user navigates to the List view from the landing page.
- Hide 'New' list action on Individual life tasks lists.
- Updated landing page's case report filter condition to dynamic for the assignment group field.
- Fixed
- Version 1.2.0 - May 2023
- New:
- Added UX page properties for the Agent Assist on Voltron record page.
- Added localization changes.
- Version 1.1.0 - February 2023
- Changed:
- Updated contributor roles
- Updated UI actions
- Changed:
- Version 1.0.2 - November 2022
- Changed: Updated headers/sub-header translated text on the landing page
- Version 1.0.1 - August 2022
- Individual Life Servicing empowers carriers to change the dynamics of life insurance policy servicing. Eliminate tedious manual processes with end-to-end digitization of the servicing journey. Boost customer satisfaction, decrease turnaround time, and reduce costly back-and-forth emails and phone calls. Gain efficiency by automating and optimizing the seamless transfer of work across internal and external stakeholders. Carriers can prioritize policy servicing requests with intelligent business rules to accelerate resolution.