---
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


---

# Create a role to access insurance policy tables

# Create a role to access insurance policy tables {#ariaid-title1}

* Release version: Xanadu
* 
* Updated October 9, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a role to enable an authorized agent to access tables that extend the Insurance Policy (sn_bom_ins_policy) table by using the Insurance claims application. By creating a role, you ensure that only authorized agents can view the policies that are relevant to their roles.

## Before you begin

Create a table that extends the Insurance Policy (sn_bom_ins_policy) table for a particular type of policy. For more information, see [Create an insurance policy table](https://servicenow-prod.fluidtopics.net/V1MsskZcCR5oX~cBPKa9DQ "Create a table that extends the Insurance Policy (sn_bom_ins_policy) table in the Insurance claims application. You use this table to hold all the information about insurance policies of a particular type that you sold to your customers. Creating tables helps to ensure that each type of policy is properly organized and maintained within the system.").

Role required: admin

## Procedure

1. Set the application scope in your instance to Financial Services Operations Core.
2. Navigate to AllSystem SecurityUsers and GroupsRoles.
3. Select New.
4. In the Suffix field, enter the name of the role.
5. In the Assignable by field, select sn_bom.admin.  
   This role is an admin role of the Financial Services Operations Core application.
6. In the Description field, enter a description of the role.
7. Select Submit.

## What to do next

Create an access control list (ACL) to define which roles can access an insurance policy table. For more information, see [Create an access control list for an insurance policy table](https://servicenow-prod.fluidtopics.net/iTwu46hIPwCZZoC2liNQtA "Create an access control list (ACL) for a table that extends the Insurance Policy (sn_bom_ins_policy) table by using the Insurance claims application. By creating an ACL, you ensure that users with specific roles can interact with tables for a particular insurance policy.").

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