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Configure Insurance History with Claim History LWC DataPack
You can configure the Insurance History Lightning web component to create a cohesive view of all things happening with a claim. A DataPack included with your org gets you started. It has story object configuration that brings essential content into a Claim History tab out of the box.
Note
You can use the Insurance History LWC for other objects in a Salesforce managed package extension, including policies and quotes. For details, see Configure History Timelines with Insurance History LWC.
- Download and Import DataPack for Claim History
Install a DataPack that brings essential content into a Claim History tab out of the box. - Configure Story Object Settings for Claim History
Before you use Claim History, configure story object settings. Make sure each setting uses the correct Parent Object Name (Claim) and Story Object Lookup Field (vlocity_ins_fsc__ClaimId__c). - Review How Story Object Settings Map to Insurance History
TheDP_CUSTOM_InsStoryObjectConfigurationDataPack includes story object settings that map to different Claim History types. - Bring Notes into Claim History Timelines
Add and deploy an Apex class called GetContentNoteAsStory for use with the Claim_ContentNote story object configuration setting. - Add the History Tab to Claim Records
Add the History tab to records to make it available to users.
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