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Post-Installation Tasks for Insurance
You need to perform a few additional steps to complete your installation.
- Assign Custom Object Permissions for Data Mapper Bundles and Data Mapper Map Items
Assign custom object permissions for the Omnistudio Data Mapper Bundles and Data Mapper Map Items custom objects so that your users can run Data Mapper. - Activate Record Pages for the Unmanaged Package
Many of the pre-configured record pages are installed automatically in the unmanaged package, however, you still need to clone and activate them. - Assign Permission Set Licenses for Insurance Industries Extension Objects
To give your users access to Policy Administration and Claim Management Insurance Industries Extension objects, you must assign the Policy Administration and the Claim Management Permission Set Licenses. - Required Permissions for the Partner Community User Profile
You can add a number of permissions to the Partner Community User profile to grant Partner Community Users access to important information. - Automatic Vlocity State Transition Component Refresh
Use a PushTopic to automatically refresh the Vlocity State Transition component when the Status field of a record updates. - Field-Level Security Permission Set for Insurance Industries Extension Objects and Fields in Installations
Provide your users with access to Insurance Industries Extension objects and fields by creating a permission set. - Complete Post-Install Steps for Contract Lifecycle Management for Insurance
Contract Lifecycle Management gets installed when you install the Insurance managed package. To configure Contract Lifecycle Management, complete additional tasks.
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