Add a policy participant to an insurance policy

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add a customer to an insurance policy as the insured entity by using the Insurance claims application.

    Antes de Iniciar

    Create an insurance policy. For more information, see Create an insurance policy.

    Role required: admin

    Procedimento

    1. Navigate to All > System Definition > Tables.
    2. Open an insurance policy table.
    3. Open an insurance policy record in the table.
    4. Select the Policy Participants tab, and select New.
    5. On the form, fill in the fields.
      Tabela 1. Policy participant form
      Field Description
      Consumer (for Personal insurance policies) Consumer record that is the insured entity.
      Account (for Commercial insurance policies) Account record that is the insured entity.
    6. Select Save.
    7. In the Policy Participant Role related list, select New.
    8. Enter the following field values.
      Tabela 2. Policy participant role form
      Field Value
      Policy participant <customer record>
      Role <insured>
    9. Select Save.

    O que Fazer Depois

    Add a related list to the insurance model's financial model view to see all the policies for that insurance product. For more information, see Add a related list to an insurance product model.