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Self-Service
Customer community users initiate service processes directly from a self-service portal, such as the Insurance Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere.
- Configure Self-Service for Insurance Service Process
Configure the pre-built insurance service processes for self-service so that customer community users can initiate service processes directly from a self-service portal, such as the Insurance Client Portal. - Customer Community User Profile
To control access to the Financial Services Cloud features, create a profile for portal users with the appropriate permissions by cloning a community user profile. - Assign Permissions Sets to Portal Users
Create and assign permission sets to your portal users to grant the license and permissions that they require to access the Insurance Client Portal and the prebuilt insurance service processes. - Insurance Client Portal Configuration
Create an experience site by using the Financial Services Client Portal template to give your customers access to the prebuilt insurance service processes. - Portal Users Creation
Create portal users to access the Insurance Client Portal. - Configure Field-Level Security
Give your portal users access to the fields that they need for using the prebuilt insurance service processes on the Insurance Client Portal. - Specify Object-Level Permissions
Grant your portal users the object permissions required to create service requests for insurance service processes in the Insurance Client Portal. - Set Up Sharing Sets
Create a sharing set to give your Insurance Client Portal users access to the records that are relevant for using the insurance service processes. A sharing set grants portal users access to a record associated with an account or contact that matches the user's account or contact. Grant access to records through access mapping, which defines access for each object in the sharing set. - Make the Insurance Service Processes Visible to Your Portal Users
Show the actions to launch the prebuilt insurance service processes on the Insurance Client Portal so that your customer community users can easily create service requests without contacting your service agents.
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