Create a role to access insurance policy tables

  • Release version: Xanadu
  • Updated October 9, 2024
  • 1 minute to read

    • Create a role to enable an authorized agent to access tables that extend the Insurance Policy (sn_bom_ins_policy) table by using the Insurance claims application. By creating a role, you ensure that only authorized agents can view the policies that are relevant to their roles.

    Before you begin

    Create a table that extends the Insurance Policy (sn_bom_ins_policy) table for a particular type of policy. For more information, see Create an insurance policy table.

    Role required: admin

    Procedure

    1. Set the application scope in your instance to Financial Services Operations Core.
    2. Navigate to All > System Security > Users and Groups > Roles.
    3. Select New.
    4. In the Suffix field, enter the name of the role.
    5. In the Assignable by field, select sn_bom.admin.
      This role is an admin role of the Financial Services Operations Core application.
    6. In the Description field, enter a description of the role.
    7. Select Submit.

    What to do next

    Create an access control list (ACL) to define which roles can access an insurance policy table. For more information, see Create an access control list for an insurance policy table.