Create a coverage specification

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a coverage specification in the Insurance claims application so that you can outline the scope and limits of the protection that is provided by an insurance policy.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    When creating the coverage specification, you also create the coverage types that act as the primary data for the coverage specification and the coverage type options for each coverage type.

    For example, if the coverage specification is travel coverage, then you can select the following options:
    • A coverage type may be Baggage delay.
    • The coverage type options may be (in U.S. dollars) $200 (24 hours), $300 (12 hours), or $500 (12 hours).

    Procedimento

    1. Navigate to All > Financial Services Operations > Coverages > Coverage specifications.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Coverage specification form
      Field Description
      Name Name of the coverage specification.
      Description Brief description of the coverage specification.
    4. Save the record.
    5. Navigate to All > Financial Services Operations > Coverages > Coverage types.
    6. Select New.
    7. Enter the following field values.
      Tabela 2. Coverage type value
      Field Value
      Name <name of the coverage type>
      Input type Choice
      Type Limit
      Scope Policy
      Description <brief description of the coverage type>
    8. Select Save.
    9. In the Coverage Type Options related list, select New.
    10. On the form, fill in the fields.
      Tabela 3. Coverage type option form
      Field Description
      Option Name of the coverage type option. For example, the option could be $200 (24 hours), $300 (12 hours), or $500 (12 hours).
      Coverage type Coverage type that you created earlier.
      Order Order in which this option is displayed for the coverage type.
    11. Repeat steps 9 and 10 for each coverage type option that is available.

    O que Fazer Depois

    Link the coverage types and coverage type options to the coverage specification that you created. For more information, see Link the coverage types and coverage options to a coverage specification.