Grant Insurance claims roles access to a claim incident table

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Grant the sn_bom.fnol_representative and sn_ins_gen_claim.processor roles with access to a claim incident table by using the Insurance claims application. This way, the users with these roles can read and write entries in a claim incident table during the claim creation process.

    Vorbereitungen

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

    Role required: admin

    Prozedur

    1. Navigate to All > System Security > Users and Groups > Roles.
    2. Search for the role sn_bom.fnol_representative and open the record.
    3. In the Contains Roles related list, select Edit.
    4. Add the reader and writer roles for the claim incident table to the Contains Roles List.
    5. Select Save.
    6. Select Update.

    Nächste Maßnahme

    Repeat these steps for the sn_ins_gen_claim.processor role. Ensure that the application scope of your instance is set correctly.