You are here:
Insurance Policy List Child Component
Display a list of insurance policies your Policyholder site users have with the Insurance Policy List Child component. It's a child component that sits inside of the Policy List component container and displays information about all of the policies the user has.
-
FlexCard: insPolicyListChild_nds
-
LWC: cfInsPolicyListChild_nds
This component is designed for desktop. Looking for the Insurance Policy List Child component designed for mobile? Read Mobile Insurance Policy List Child Component.
Here's what the Insurance Policy List Child component looks like when it's rendered in the Policyholder site:
-
Policy Icon
The icon displayed is dependent upon the policy type and comes from the Insurance Policy List Icons Component.
-
Policy name link
A user can click this link to go to the Details page for this policy.
-
Policy status
-
Policy number
-
Total premium amount
-
Policy term
The effective date - expiration date of the policy
-
Policyholder name
-
An action that launches the Insurance Policy List Flyout Component
What Your Users Can Do on this Component
-
Click the name of the policy to go to the policy details page
-
Click the View Details link to see details about the premium and surcharges for this policy
FlexCard Structure
This FlexCard has two state elements:
-
Active (labeled Policy Item): the state that displays when records are available
-
Open: the state that displays when there are no records available
To learn more about how to work with FlexCard states, read FlexCard States .
This FlexCard contains lots of elements, including:
-
Child Flexcard: insPolicyIcon_nds
This child FlexCard displays an icon that corresponds to the type of policy.
-
Text elements that display labels we typed in
-
Field elements with output selected from available fields returned from the data source
-
Text elements that hold links to other pages in the Policyholder site
-
Elements that have conditions set to hide and show the element in the FlexCard based on information from the data source
-
Action element that redirects the user to the policy record page
-
Action element that calls the child card insPolicyListFlyout
You can add, remove, and change any of these elements based on what you want your users to see. To learn how see Add Elements to a FlexCard. Other good topics to read to learn about how this FlexCard works include FlexCards Display Elements Reference, FlexCards Menu Properties, and FlexCards Action Properties.
Many of the elements of this card contain Custom CSS styles. You can make changes to these styles to create a different look and feel. To learn how to work with Custom CSS in FlexCards, see Apply Custom CSS to a FlexCard Element .
Data Source Called by this Component
This component calls an Omnistudio Data Mapper named InsReadAccountPolicies.
This Data Mapper fetches information from the user's policies. Fields in the FlexCard reflect the information gathered by the Data Mapper.
Customize this Component
To learn about how to customize this kind of component, see the Digital Experience Site Component Customization Overview
- Insurance Policy List Icons Component
Display an icon of your choice to denote the type of policy on the policy list with the Insurance Policy List Icons component.
