Create an insurance policy table

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create a table that extends the Insurance Policy (sn_bom_ins_policy) table in the Insurance claims application. You use this table to hold all the information about insurance policies of a particular type that you sold to your customers. Creating tables helps to ensure that each type of policy is properly organized and maintained within the system.

    Before you begin

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

    Role required: admin

    About this task

    Each type of insurance policy requires a table that extends the Insurance Policy (sn_bom_ins_policy) table.

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Select New.
    3. In the Label field, enter the name of the insurance policy.
    4. In the Extends table field, select Insurance Policy.
    5. Select Submit.
      You created a table that inherits all the fields from the Insurance Policy (sn_bom_ins_policy) table.

    What to do next

    Set up the roles, establish read-and-write access control lists (ACLs), and then grant access to the table. For more information, see Create a role to access insurance policy tables.