Create and Share the Insurance Claims and Policy Analytics App
Create an app from the Insurance Claims and Policy Analytics template and share it with your users.
Required Editions
| Available for an additional cost in: Enterprise, Performance, and Unlimited Editions that have Financial Services Cloud for Insurance enabled |
| User Permissions Needed | |
|---|---|
| To create the Insurance Claims and Policy Analytics app | CRM Analytics Plus Admin and FSC Analytics Admin |
- In CRM Analytics Studio, click Create and then select App.
- Select the Insurance Claims and Policy Analytics template, and then click Continue.
- Review the preview page, and then click Continue.
-
To create an app or use settings from an existing app, make a selection, and click
Continue.
Analytics runs a compatibility check of the data in your Salesforce org.
- If the compatibility check uncovers any issues, follow the instructions in the error message to resolve them. Then, try to create the app again. When the compatibility check completes successfully, click Looks good, next.
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Select the type of data that you want to include in your app:
- To add claims management data, select Claims Management.
- To add policy administration data, select Policy Administration.
-
Select the security predicate that you’d like to apply to your app:
- To make data visible to a user based on their hierarchical role, select User Role Hierarchy.
- To let a user view data that belongs to users below them in the hierarchy, select User Manager Hierarchy.
- To make all data visible to anyone viewing the app, select None.
- Select a currency for your app. By default, your Salesforce org’s currency is selected.
- Click Looks good, next.
-
Name your app, then click Create.
The process takes a few minutes. When it completes, refresh the page.
Note If you see an error saying the Analytics Integration User doesn’t have access to selected
fields, update the field-level security for the app. See Set Field-Level Security to
Enable Creation of CRM Analytics for Financial Services Apps. For more information about
FLS, see Field-Level Security in Salesforce Help.
Now, share the app with your users. You can share it only with users who are assigned the admin or user permission sets for CRM Analytics for Financial Services.
- In CRM Analytics Studio, open your app and click
. - On the Give Access tab of the share window, under Invite others, add the names of users in your org.
- For every user you add, select their level of access: Viewer, Editor, or Manager.
- Save your changes.
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