Configure Preferences for Insurance Policy Lifecycle

Configure the fields and context definition for the policy lifecycle process.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

User Permissions Needed
To set up brokerage:	Insurance Brokerage User

See context definition and context mapping for more information on how to create and map context defintiion.

In Setup, find and select Brokerage. Select Policy Management, and then select Policy Lifecycle.
In the Insurance Policy Lifecycle Configuration section, click the action menu for the policy action you want to update and select Edit.
Update the fields to show on the insurance policy page and select the context definition for each action.
Ensure that the context definition is active when using the custom context definition and also add the context definition developer name.
Save your changes.

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