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            Hide Policies’ Related Claims

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            3. Financial Services Cloud Admin Guide

            Hide Policies’ Related Claims

            Hide the claims list for policies that you don’t want to show or when you don’t have the data. For example, you can have two instances of the Policy component on the policyholder record page—one for your policies and another for your competitors' policies. Hide the claims list for competitors’ policies because it’s not relevant for your agents.

            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, deselect Show claims.
              Image showing the Show claims option for the Policy component
            4. Save your changes.
             
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            Salesforce Help | Article