Add a related list to an insurance product model

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

    • Add a related list of an insurance policy table to an insurance product model table by using the Insurance claims application. Adding a related list displays the customer insurance policies for a particular insurance product.

    Before you begin

    Set the application scope in your instance to Financial Services Operations Core.

    An insurance policy table that extends the Insurance Policy (sn_bom_ins_policy) table is required. For more information, see Create an insurance policy table.

    Role required: admin

    Procedure

    1. Navigate to All > Financial Services Operations > Product, and select one of the following options.
      OptionDescription
      Personal insurance models Displays the personal lines insurance product models.
      Commercial insurance models Displays the commercial lines insurance product models.
    2. Select the product model from the list.
    3. Select and hold (or right-click) the header, and then navigate to Configure > Related Lists.
    4. Add the policy table to the Selected list.
    5. Select Save.