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Add Insurance Benefits Eligibility Definitions Related Lists to Pages
Add relevant benefits eligibility and group class information to account and policy pages.
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 |
Add Related Lists to the Account Record
To make the Group Class and Insurance Benefits Eligibility Definitions related lists available to users, add them to the Account page layout.
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 |
- From the Object Manager, open the Account object.
- Click Page Layouts.
- On the layout assigned to your users, click Edit.
- Click Related Lists.
- Drag Insurance Benefits Eligibility Definitions from the available options and drop it onto the layout.
- If you plan to use Group Classes, drag it from the available options onto the layout.
- Save your changes.
Add the Insurance Policy Benefit Eligibility Related List to Record Pages
To make the Insurance Policy Benefit Eligibility related list available to users, add it to the Insurance Policy or Insurance Policy Coverage page layout.
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 |
- From the Object Manager, open the Insurance Policy object.
- Click Page Layouts.
- On the layout assigned to your users, click Edit.
- Click Related Lists.
- Drag Insurance Policy Benefits Eligibility from the available options and drop it onto the layout.
- Save your changes.
- If necessary, repeat these steps with the Insurance Policy Coverage object.
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