Apply coverages to an insurance policy

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

    • Define the coverages for an insurance policy by using the Insurance claims application. You can define what coverages types and coverage options apply to a customer's insurance policy.

    Vorbereitungen

    Create a coverage specification with the coverage types and coverage options. For more information, see Coverage specification.

    Create an insurance policy. For more information, see Create an insurance policy.

    Role required: admin

    Prozedur

    1. Navigate to All > System Definition > Tables.
    2. Open the list view of an insurance policy table.
    3. Open an insurance policy record in the table.
    4. Select and hold (or right-click) the header and navigate to Configure > Related Lists.
    5. Confirm that only the following related lists are present:
      • Policy Coverage->Insurance policy
      • Policy Participant->Insurance policy
    6. Select Save.
    7. In the Policy Coverages related list, select New.
    8. On the form, fill in the fields.
      Tabelle : 1. Policy coverage form
      Field Description
      Coverage type Coverage type record.
      Coverage value Coverage type option record.
    9. Repeat steps 7 through 8 for each policy coverage that you want to add.

    Nächste Maßnahme

    Add a policy participant as the insured entity to the policy. For more information, see Add a policy participant to an insurance policy.