Link the coverage types and coverage options to a coverage specification

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Link the coverage types and coverage options to a coverage specification in the Insurance claims application. This way, you associate all the available coverage types and options to the coverage specification and define the protections and risks that are covered by an insurance policy.

    Before you begin

    Ensure you have created a coverage specification, coverage types, and coverage type options. For more information, see Create a coverage specification.

    Role required: admin

    Procedure

    1. Navigate to All > Financial Services Operations > Coverages > Coverage specifications.
    2. Search for the coverage specification record and open it.
    3. In the Product Coverage Types related list, select New.
    4. On the form, fill in the fields.
      Table 1. Product coverage type form
      Field Description
      Coverage type Coverage type that applies to this coverage specification.
    5. Save the record.
    6. In the Product Coverage Type Options related list, select New.
    7. On the form, fill in the fields.
      Table 2. Product coverage type option form
      Field Description
      Coverage type option Coverage type option that applies to this coverage type.
    8. Select Submit.
    9. Repeat steps 6 through 8 for each coverage type option that you created.
      The following example shows how a coverage type is set up in the travel insurance example in this application. The coverage specification Travel guard basic coverage has a coverage type of Baggage delay, and the available coverage type option is $200 (24 hrs).Baggage delay coverage type with a coverage type option, set up for a travel coverage specification.
    10. Select Update.