Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Give Users Access to Additional Objects and Functionality (Optional)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Give Users Access to Additional Objects and Functionality (Optional)

            Give agents access to the master list of coverage types. With access to this list, an agent can better sell policies and help customers with their existing policies. To let an agent handle many-to-many relationships between claims and cases, claims and assets, and assets and policy participants, enable many-to-many relationships. For example, when many-to-many relationships are enabled, an agent can handle multiple claims through one case or have multiple cases handling one claim. Unlock the capability to let multiple producers work on the same policy. A large commercial insurance policy typically requires a team of agents and service reps to work in tandem to manage the policy. After you enable these options, you can't disable them.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Insurance Settings, and then select Insurance Settings.
            2. To give an agent access to the master list of coverage types, enable Access Master List of Coverage Types.
              Once this option is enabled, you can see these additional objects: Product Coverage and Coverage Type. And you can see the Coverage Type field (a lookup to the Coverage Type object) on the Insurance Policy Coverage object.
            3. To let an agent handle many-to-many relationships between claims and cases, claims and assets, and assets and policy participants, enable Use Many-to-Many Relationships.
              Once this option is enabled, you can see these additional objects: Claim Case, Insurance Claim Asset, and Insurance Policy Member Asset.
            4. To let multiple producers work on the same policy, enable Let Multiple Producers Work on the Same Policy.
              Once this option is enabled, you can see an extra object, Producer Policy Assignment.
             
            Loading
            Salesforce Help | Article