Loading
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Insurance Policy Overview Component

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Insurance Policy Overview Component

            Show your Policyholder site users key information about their policy with the Insurance Policy Overview Component.

            This component is composed of a FlexCard and the LWC compiled from the FlexCard:

            • FlexCard: insPolicyOverview_nds

            • LWC: cfInsPolicyOverview_nds

            • Label: Insurance Policy Overview Newport

            This component is designed for desktop and mobile.

            This component is styled with the Newport Design System.

            Here's what the Insurance Policy Overview component looks like when it's rendered in the Policyholder site:

            Illustrates how the component renders in the UI.

            The parts of this component are:

            1. Policy owner name

            2. Policy renewal date

            3. Policy mailing address

            4. Total policy premium

            5. Payment plan number

            6. View more details button

              More details display in the Insurance Policy List Flyout Component.

            FlexCard Structure

            Illustrates the FlexCard structure.

            This FlexCard contains many elements, including:

            • Text elements that display labels we typed in.

            • Field elements whose output is selected from available fields returned from the data source.

            • Flyout action element that contains the insPolicyListFlyout_nds child card.

            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 Sources Called by this Component

            This component calls an Omnistudio Data Mapper named insGetPolicyDetails.

            This Data Mapper fetches information from the user's policy record. Elements in the FlexCard reflect 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

             
            Loading
            Salesforce Help | Article