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Insurance
Insurance Policy Harmonization Overview

Insurance Policy Harmonization Overview

You can switch to the FSC Insurance Policy object model from the Asset-based object model or the Insurance Industries Extension object model used with Financial Services Cloud. Services and LWCs are updated to work with insurance policy data in the Salesforce data model. Some parts of the quote and policy UIs are also updated.

For details on Insurance Policy harmonized objects and the field mappings for each object, see:

This diagram shows a high-level view of objects in the Salesforce data model.

Insurance Policy Data Model in a Harmonized Org

Health Insurance Policy Data Model Diagram
 
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