Link the insurance product model and claim case service definition

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Link the insurance product model and claim case service definition by using the Insurance claims application. Without this link, the system doesn’t know which policies are relevant to the case service definition.

    Vorbereitungen

    Set the application scope of your instance to Insurance claims.

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    After creating an insurance product model and a claim case service definition, you must create a link between them. By linking the claim case service definition to the product model, you can help to ensure that the policies that are connected to the insurance product model are available for selection. This claim creation process helps to ensure that all claims are accurately tied to the appropriate policies and coverages.

    Prozedur

    1. Navigate to All > Insurance claims > Administration > Service definition.
    2. Open the service definition that you wish to link.
    3. In the Product Service Relationships related list, select New.
    4. In the Product field, select the insurance product model that you want to link.
    5. Select Submit.
      You can associate multiple product models to a case service definition. For example, you might associate multiple products if you have a commercial product model.

    Nächste Maßnahme

    Associate another product model by repeating steps 3–5.