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            View an Account’s or Household’s Claims History

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            3. Financial Services Cloud Admin Guide

            View an Account’s or Household’s Claims History

            Agents can use the All Claims link on the Policy component to view the claims associated with an account or household. The link shows all claims from all policies regardless of claim status or policy owner.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the account record page, from Setup, select Edit Page.
            2. Click anywhere on the Policy component to select it.
            3. In the properties pane, select Show claims.
              Image showing the Show claims option for the Policy component
            4. Save your changes.
              Image showing the All Claims link
              Image showing an Rachel Adam's claims list
             
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            Salesforce Help | Article