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Set Up the Context Service for Digital Insurance

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Set Up the Context Service for Digital Insurance

Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds at every step of the process.

Required Editions

Available in: Lightning Experience
Available in: Developer, Enterprise, Professional, and Unlimited Editions of Industries clouds where Context Service is enabled

Using Context Service, your business users can enhance application performance by optimizing data access and eliminating redundant input. When an application sends a data request, the context fetches and loads all necessary data from the database onto itself. It then distributes the required data to specific processes to fulfill the application's request.

Watch this video to see how to set up the context service for Digital Insurance so that your business application data is easy to share and consume across processes.

If you aren’t able to watch the video in full screen, open the video in a new tab: Watch video Set Up Insurance Context.

  1. Grant users access to Context Service objects and features. See Turn On Context Service.
  2. Extend the InsuranceContext context definition and customize it with relevant attributes and tags. See Extend the Insurance Context Definition for Digital Insurance.
    Note
    Note Make sure that the InsuranceContext context definition includes the QuoteRecordType attribute and that the attribute is mapped to the Quote Record Type field on the Quote object.
 
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