--- sourceDocument: Xanadu Financial Services Operations sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Components installed with Insurance claims # Components installed with Insurance claims {#ariaid-title1} * Release version: Xanadu * * Updated August 30, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Several types of components are installed with the activation of the Insurance claims application. ## Plugins installed {#components-installed-with-insurance-claims-flow__section_wj1_cz3_tcc} {#components-installed-with-insurance-claims-flow__table_xlx_vkj_tcc__entry__2} | Plugin | Description | |-|-| | CSM Contributor User \[com.snc.csm_contributor_user\] | Enables the contributor role for the first-notice-of-loss (FNOL) representative, who creates the case on behalf of the customer. | [Table 1. Plugins installed with the Insurance claims application] {#components-installed-with-insurance-claims-flow__table_xlx_vkj_tcc} ## Store applications installed {#components-installed-with-insurance-claims-flow__section_izj_cz3_tcc} {#components-installed-with-insurance-claims-flow__table_lx1_4lj_tcc__entry__2} | Store application | Description | |-|-| | Financial Services Operations Core | Stores the customer data that is needed to make policy service requests. For more information, see [Financial Services Operations Core](https://servicenow-prod.fluidtopics.net/qFeVgtl~~HV1S40IFTENtA "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components."). | | Playbooks in Customer Service Management | Provides a way to visualize business process workflows in a simple, task-oriented view, enabling consistent responses to commonly encountered situations. For more information, see [Playbooks in Customer Service Management](https://www.servicenow.com/docs/access?context=setting-up-csm-playbooks&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US). | [Table 2. Store applications installed with the Insurance claims application] {#components-installed-with-insurance-claims-flow__table_lx1_4lj_tcc} ## Roles installed {#components-installed-with-insurance-claims-flow__section_lcg_2z3_tcc} {#components-installed-with-insurance-claims-flow__table_icl_kz3_tcc__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | Admin \[sn_ins_gen_claim.admin\] | This role gives access to all Insurance claims operations data, plus admin privileges. | * sn_bom.service_definition_admin * sn_ins_gen_claim.processor * decision_table_admin * sn_ins_gen_claim.adjuster * sn_ins_gen_claim.manager * sn_doc_processor.admin {#components-installed-with-insurance-claims-flow__ul_s1f_l3j_tcc} | | FNOL representative \[sn_ins_gen_claim.fnol_representative\] | This role gives access to request Insurance claims for customers with whom a relationship exists. | * sn_customerservice.case_contributor_viewer * sn_sla_definition_read * sn_bom.ct_ins_policy_viewer * sn_customerservice.customer_contributor * sn_customerservice.csm_workspace_user * sn_bom.pt_ins_policy_viewer * sn_bom.fnol_representative * sn_bom.customer_data_viewer * sn_customerservice.account_contributor {#components-installed-with-insurance-claims-flow__ul_jxg_p3j_tcc} | | Adjuster \[sn_ins_gen_claim.adjuster\] | This role gives access to all Insurance claims adjuster operations data. | * sn_bom.viewer * sn_bom.ct_ins_policy_viewer * sn_bom.pt_ins_policy_viewer * sn_bom.adjuster * sn_doc_processor.agent * sn_ins_gen_claim.processor * sn_sla_definition_read {#components-installed-with-insurance-claims-flow__ul_fql_v3j_tcc} | | Manager \[sn_ins_gen_claim.manager\] | This role is for managing reports and dashboards, as well as approving reserves and payments above the adjuster limit. | * sn_ins_gen_claim.processor * sn_ins_gen_claim.adjuster {#components-installed-with-insurance-claims-flow__ul_y2t_y3j_tcc} | | Viewer \[sn_ins_gen_claim.viewer\] | This role gives read access to all Insurance claims claim operations data. | * sn_bom.customer_data_viewer * sn_bom.service_definition_read * sn_bom.viewer * sn_bom.ref_data_viewer {#components-installed-with-insurance-claims-flow__ul_ezy_z3j_tcc} | | Processor \[sn_ins_gen_claim.processor\] | This role gives access to all Insurance claims operations data. | * sn_ins_claim.payment_reader * sn_ins_claim.trip_writer * sn_ins_claim.property_reader * sn_ins_claim.trip_reader * sn_bom.b2c_agent * sn_doc_processor.agent * sn_ins_claim.injury_reader * sn_ins_claim.participant_writer * sn_ins_claim.policy_snapshot_reader * sn_ins_claim.injury_writer * sn_ins_claim.baggage_reader * sn_ins_claim.property_writer * sn_bom.ct_ins_policy_viewer * sn_ins_claim.profile_reader * sn_ins_claim.reserve_reader * sn_bom.b2b_agent * sn_bom.pt_ins_policy_viewer * sn_ins_claim.baggage_writer * sn_ins_claim.summary_page_read * sn_ins_claim.coverage_reader * sn_ins_claim.incident_item_writer * sn_ins_claim.incident_item_reader * sn_ins_claim.incident_config_reader * sn_sla_definition_read * sn_ins_claim.profile_writer {#components-installed-with-insurance-claims-flow__ul_t3x_1jj_tcc} | | Flow executor \[sn_ins_gen_claim.flow_executor\] | This role gives access to run all flows and subflows for Insurance claims. | sn_ins_gen_claim.manager | [Table 3. Roles installed with the Insurance claims application] {#components-installed-with-insurance-claims-flow__table_icl_kz3_tcc} ## Tables installed {#components-installed-with-insurance-claims-flow__section_ccr_2z3_tcc} {#components-installed-with-insurance-claims-flow__table_t5z_gz3_tcc__entry__2} | Table | Description | |-|-| | Claim Case \[sn_ins_gen_claim_case\] | Store information about the claim case. This table extends the Claim Base \[sn_bom_claim_case\] table. | | Claim Task \[sn_ins_gen_claim_task\] | Stores information about a claim task. This table extends the Financial Task \[sn_bom_task\] table. | | Claim Adjuster Task \[sn_ins_gen_claim_adj_task\] | Stores information about an adjuster task for a claim. This table extends the Financial Task \[sn_bom_task\] table. | | Claim Incident Configuration \[sn_ins_claim_incident_config\] | Defines the configuration for the claim incidents that can be created. Use this table to define the following: * Name and short description of the claim incident * Claim incident table name * The icon that is shown * Adjuster task service definition * Parent service definition * Whether the loss can be itemized * Whether an adjuster task is created per incident or per incident type (for example, a single task for all baggage claim incidents) * Display order of the service definitions in the playbook * Whether the service definition is shown in the UI or not {#components-installed-with-insurance-claims-flow__ul_otl_ybj_tcc} For more information, see [Claim Incident Configuration table](https://servicenow-prod.fluidtopics.net/4XTb74rl_9Dus7I29rNorg "Associate the service definition of a case with the incident and adjuster task service definitions by using the Claim Incident Configuration [sn_ins_claim_incident_config] table in the Insurance claims application."). | | Itemized Loss/Expense \[sn_ins_claim_incident_item\] | Stores information about the itemized losses and expenses for a claim. | | Baggage Incident \[sn_ins_claim_baggage\] | Stores information about a baggage loss incident, such as a description of the baggage, the associated flight details, and the claimant. | | Trip Incident \[sn_ins_claim_trip\] | Stores information about a trip loss incident, such as a description of the incident, reservation numbers, and other supporting questions. | | Personal Travel Policy \[sn_bom_pt_ins_policy\] | Stores information about a personal travel policy issued to a policy holder. Extends Insurance Policy \[sn_bom_ins_policy\]. | | Commercial Travel Policy \[sn_bom_ct_ins_policy\] | Stores information about a commercial travel policy issued to a policy holder. Extends Insurance Policy \[sn_bom_ins_policy\]. | [Table 4. Tables installed with the Insurance claims application] {#components-installed-with-insurance-claims-flow__table_t5z_gz3_tcc}