Loading
Insurance
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
            Define Group Class Eligibility

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Define Group Class Eligibility

            To provide more granular benefit options to your users when they use group classes, map the Insurance Benefits Eligibility definitions on an Insurance Policy or Insurance Policy Coverage record to the relevant group classes.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
            User Permissions Needed
            To use benefit eligibility definitions: Insurance Policy Management User

            To define group class eligibility at the Insurance Policy or Insurance Policy Coverage level, add a group class to an account.

            1. From an Insurance Policy or Insurance Policy Coverage record, on the Insurance Policy Benefit Eligibility related list, click Define Group Class Eligibility.
            2. To create mappings between group classes and eligibility definitions, use the Group Class Name and Eligibility Definition dropdown menus.
              The available group classes and eligibility definitions are pulled from the account record.
            3. To add additional mappings, click Add.
              You can associate a group class to only one eligibility definition.
            4. Save your work.
             
            Loading
            Salesforce Help | Article