---
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


---

# Grant the Insurance claims roles access to an insurance policy table

# Grant the Insurance claims roles access to an insurance policy table {#ariaid-title1}

* Release version: Xanadu
* 
* Updated October 28, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Grant the Insurance claims contributor (sn_ins_gen_claim.fnol_representative) and agent (sn_ins_gen_claim.processor) roles with access to an insurance policy table by using the Insurance claims application. This way, the users with these roles can view the policy details when they're processing claims.

## Before you begin

Create a role that can access a table that extends the Insurance Policy (sn_bom_ins_policy) table. For more information, see [Create a role to access insurance policy tables](https://servicenow-prod.fluidtopics.net/1h6a2ZuF83uwaDPE2_yZHA "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.").

Role required: admin

## Procedure

1. Set the application scope in your instance to Insurance claims.
2. Navigate to AllSystem SecurityUsers and GroupsRoles.
3. Search for sn_ins_gen_claim.fnol_representative and open the record.
4. In the Contains Roles related list, select Edit.
5. Add the role that can access the Insurance Policy (sn_bom_ins_policy) table.
6. Repeat this procedure for the sn_ins_gen_claim.processor role.

## Result

The Insurance claims contributor (sn_ins_gen_claim.fnol_representative) and agent (sn_ins_gen_claim.processor) roles have access to the insurance policy table. These roles can now interact with the table in an Insurance claims workflow.

## What to do next

Create an instance of the insurance policy by creating a policy record. For more information, see [Create an insurance policy](https://servicenow-prod.fluidtopics.net/ObjV1vr8Z26r4MVBpvLnVw "Create a policy record in the system that represents the agreement between the insurance provider and the customer by using the Insurance claims application.").

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