Grant the Insurance claims contributor (sn_ins_gen_claim.fnol_representative) and agent (sn_ins_gen_claim.processor) roles with access to an insurance policy table by using the Insurance claims application. This way, the users with these roles can view the policy details when they’re processing claims.

Before you begin

Create a role that can access a table that extends the Insurance Policy (sn_bom_ins_policy) table. For more information, see Create a role to access insurance policy tables.

Role required: admin

Procedure

1. Set the application scope in your instance to Insurance claims.
2. Navigate to All > System Security > Users and Groups > Roles.
3. Search for sn_ins_gen_claim.fnol_representative and open the record.
4. In the Contains Roles related list, select Edit.
5. Add the role that can access the Insurance Policy (sn_bom_ins_policy) table.
6. Repeat this procedure for the sn_ins_gen_claim.processor role.

Result

The Insurance claims contributor (sn_ins_gen_claim.fnol_representative) and agent (sn_ins_gen_claim.processor) roles have access to the insurance policy table. These roles can now interact with the table in an Insurance claims workflow.

What to do next

Create an instance of the insurance policy by creating a policy record. For more information, see Create an insurance policy.