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            Choose the Policy and Claim Details to Show on Hover

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            3. Financial Services Cloud Admin Guide

            Choose the Policy and Claim Details to Show on Hover

            When you hover over a policy or claim on the Policy component, an expanded lookup card displays the key fields from the policy or claim record. You can customize the associated compact layout and choose the fields that you want to show in the expanded lookup card.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Choose the policy fields to show in the expanded lookup card.
              1. From Setup, open Object Manager.
              2. Click Insurance Policy, and select Compact Layouts.
              3. Clone the System Default layout, or click New to create a compact layout.
              4. Enter a label for the compact layout, and add the fields to include.
              5. Sort the fields in the order that you want them displayed by clicking Up or Down arrow.
                Tip
                Tip Put the Policy Number field first to provide users context when they hover over a policy.
              6. Save the layout.
              7. Click Compact Layout Assignment, and then click Edit Assignment.
              8. From the Primary Compact Layout list, select your compact layout.
              9. Save your changes.
            2. Choose the claim fields to show in the expanded lookup card.
              1. From Setup, open Object Manager.
              2. Click Claim, and select Compact Layouts.
              3. Clone the System Default layout, or click New to create a compact layout.
              4. Enter a label for the compact layout, and add the fields to include.
              5. Sort the fields in the order that you want them displayed by clicking Up or Down arrow.
                Tip
                Tip Put the Claim Number field first to provide users context when they hover over a claim.
              6. Save the layout.
              7. Click Compact Layout Assignment, and then click Edit Assignment.
              8. From the Primary Compact Layout list, select your compact layout.
              9. Save your changes.
             
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