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Insurance
Add Insurance Policy Lightning Web Component

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Add Insurance Policy Lightning Web Component

Use Lightning App Builder to add the Insurance Policy Lightning web component and configure its side panel settings.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the DigitalInsuranceProductAdministrationAddOn, DigitalInsurancePolicyAdministrationAddOn licenses
User Permissions Needed
To add Insurance Policy Lightning web component: DigitalInsuranceProductAdmin, DigitalInsuranceProductAdminRunTime, DigitalInsurancePolicyAdmin, FSCInsurance
Note
Note The Insurance Policy Lightning web component data grid includes these default columns: Policy Line Item, Product, Effective Date, Expiration Date, Total Standard Premium, and Total Term Premium. You can’t modify these columns and the corresponding fields through Lightning App Builder. You can only add the Insurance Policy Lightning web component and customize the side panel settings.
  1. On the Insurance Policy details page, from Setup, select Edit Page.
  2. Add a new custom tab and give your tab a unique, descriptive label.
  3. In Lightning App Builder, drag the Insurance Policy component on to the new tab in the page layout.
  4. To show the side panel settings, select the component.
  5. Select Show side panel when the user selects a policy line item.
    This setting is selected by default. If you disable this setting, the side panel doesn’t appear when a user selects an insurance policy line item. Instead, the user is redirected to the details page of the line item.
  6. Select the side panel fields for Insurance Policy, Insurance Policy Asset, Insurance Policy Coverage, and Insurance Policy Participant.
    You can choose from both standard and custom fields for each policy line item. By default, users see the predefined fields. If you configure or modify the side panel fields, your selected fields replace the predefined fields.
 
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