Apply coverages to an insurance policy

  • Release version: Xanadu
  • Updated October 28, 2024
  • 1 minute to read

    • 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.

    Before you begin

    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

    Procedure

    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.
      Table 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.

    What to do next

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