View Transaction Breakdown for an Insurance Policy Transaction

We've enhanced the Insurance Transaction Management to generate the transaction breakdowns for different payment frequencies and payment methods (Modal, Daily) for these policy transactions:

• Policy Issuance

• Policy Endorsement

• Policy Cancellation

You can now view the breakdown of a policy transaction amount into its individual components. The breakdown shows premiums, taxes, fees, policy surcharges, and contributions from policy components such as coverages, insured items, and participants.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.

How: Configure the InsPolicyTransactionDetail object in the Related List of InsurancePolicyTransaction object.