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Configure the Policy Terms Standing
Configure the Policy Terms Standing card for the Insurance Policy Record page to view the filtered policy terms data based on Insurance Policy Participant and group the data based on policy coverage level.
- On a claim, click the quick access menu (the gear icon) and select Edit Page.
- Click the Tabs component, then click Add Tab.
- Click the new tab. For Tab Label, enter Summary.
- Find the Policy Terms Standing - Insurance Policy View component, then drag it to the new Summary tab.
- Click Save.
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