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            Configure Preferences for Insurance Policy Lifecycle

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            Configure Preferences for Insurance Policy Lifecycle

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

            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 set up brokerage: Insurance Brokerage User

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

            1. In Setup, find and select Brokerage. Select Policy Management, and then select Policy Lifecycle.
            2. In the Insurance Policy Lifecycle Configuration section, click the action menu for the policy action you want to update and select Edit.
            3. 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.
            4. Save your changes.
             
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