Components installed with Group Life Servicing

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Components Installed with Group Life Servicing

    The Group Life Servicing plugin includes various components such as tables, user roles, related plugins, and store applications upon activation. This setup enhances functionality for managing group life insurance services, facilitating better service delivery and operational efficiency.

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    Key Features

    • Plugins Installed:
      • Customer Service: Extends tables from Customer Service Management into Financial Services Operations.
      • Group Life and Disability Underwriting: Routes service requests to underwriters based on guidelines and supports collaboration through workflows.
    • Store Applications Installed:
      • Financial Services Operations Core: Manages customer data for policy service requests.
      • Group Life Underwriting: Handles group policy underwriting tasks for service cases.
      • Document Processor: Manages document service tasks within workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
      • CSM Contributor User: Enables case creation for customer requests by middle office teams.
    • Roles Installed:
      • Group Policy Admin: Manages group insurance servicing roles and modifies service definitions.
      • Group Life Manager: Accesses performance reports and optimization projects.
      • Group Policy Processor: Submits service requests and tracks case statuses.
      • Group Policy Contributor: Creates and tracks policy service cases (requires CSM Contributor role).
      • Group Policy Viewer: Views policy cases and related data.
    • Tables Installed:
      • Group Life Policy Base
      • Group Life Policy Case
      • Group Life Policy Task
      • Insured Property Info
      • Policy Coverage Info

    Key Outcomes

    By utilizing the Group Life Servicing plugin, customers can manage group life insurance policies more efficiently, streamline communication between teams, and ensure timely service delivery. The integration of various roles and components allows for tailored access and functionality, ultimately enhancing customer service and operational performance in the financial services sector.

    Several types of components are installed with activation of the Group Life Servicing plugin, including tables and user roles. The applications also install related plugins and store applications if they are not already installed.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Plugins installed

    Table 1. Plugins installed with the Group Life Servicing application
    Plugin name Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Group Life and Disability Underwriting

    [sn_ins_group_uw]

    Enables insurance carriers to route service requests to underwriters based on their existing underwriting guidelines and rules. Underwriters can collaborate with distribution and servicing teams though a workflow.

    Store applications installed

    Table 2. Store applications installed with the Group Life Servicing application
    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make policy service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Group Life Underwriting Enables management of group policy underwriting services tasks that are used in insurance policy service cases. For more information, see Components installed with Group Life Underwriting.
    Document Processor Enables management of document services tasks that are used in insurance policy service workflows. For more information, see Integrate with Financial Services Document Processor.
    Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Table 3. Roles installed with the Group Life Servicing application
    Role title [name] Description Contains roles

    Group policy admin

    [sn_ins_group_life.admin]
    • Grant group insurance servicing roles
    • Delete group policy cases and tasks
    • Configure Group Life Servicing application
    • Create and modify group policy service definitions
    • Has read, write, and create access to group policy data
    • decision_table_admin
    • sn_bom.service_definition_admin
    • sn_doc_processor.admin
    • sn_ins_group_life.processor

    Group life manager

    [sn_ins_group_life.manager]
    • View the Performance Analytics reports in the Group Life Servicing dashboard
    • Use Process Mining projects for insurance operations processes
    • sn_ins_group_life.processor
    • sn_ins_group_life.processor_connector
    Group policy processor

    [sn_ins_group_life.processor]
    • Submit group insurance policy service requests
    • View the status of group insurance policy cases, underwriting tasks, and document services tasks
    • Record interactions
    • sn_doc_processor.agent
    • sn_ins_group_life.info_viewer
    • sn_ins_group_life.info_writer
    • sn_bom.group_life_ins_policy_viewer
    • sn_bom.b2b_agent
    • sn_ins_group_uw.viewer
    Group policy processor connector

    [sn_ins_group_life.processor_connector]
    • Access and view the status of individual life and disability policy cases, underwriting tasks, and document services tasks for customer accounts managed by them.
    • Create, update, and close cases and tasks for customer accounts managed by them
    • Record interactions
    • sn_ins_group_life.info_viewer
    • sn_sla_definition_read
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_ins_group_life.info_writer
    • sn_bom.group_life_ins_policy_viewer
    • sn_ins_group_uw.viewer
    Group policy contributor

    [sn_ins_group_life.contributor]

    		 Create and track policy service cases for accounts managed by them.
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_ins_group_life.info_viewer
    • sn_sla_definition_read
    • sn_bom.account_data_viewer
    • sn_ins_group_life.info_writer
    • sn_bom.group_life_ins_policy_viewer
    • sn_customerservice.csm_workspace_user
    • sn_ins_group_uw.viewer
    • sn_bom.b2b_contributor
    Group policy viewer

    [sn_ins_group_life.viewer]

    		 View group insurance policy cases and related data
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom.group_life_ins_policy_viewer

    Tables installed

    Table 4. Tables installed with the Group Life Servicing application
    Table Description

    Group Life Policy Base

    [sn_ins_group_life_base]

    Group Life Policy Case

    [sn_ins_group_life_service]
    Group Life Policy Task

    [sn_ins_group_life_task]
    Insured Property Info

    [sn_ins_group_life_insured_property_info]
    Policy Coverage Info

    [sn_ins_group_life_policy_coverage_info]