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Configure Context Mappings for Insurance Policies
Configure and customize the context mappings that are used to create billing schedules.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled |
| User Permissions Needed | |
|---|---|
| To configure billing context mappings for insurance policies: | Context Service Admin, Billing Admin, Billing Operation User, Insurance Brokerage Foundation, FSC Insurance, Insurance Brokerage Policy Management User Advanced, and Insurance Billing Integration User |
- In Setup, find and select Brokerage. Then, select Agency Billing Setup.
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Select the context definition and relevant mappings to load policy transactions and
transaction details to generate billing schedules.
- Context Definition: Defines the out-of-the-box context that is used to generate billing transactions from insurance policy transactions and their associated details. The default value is InsBillingTransactionContext__stdctx.
- Context Mapping for Insurance Policy Transactions and Details: Specifies how nodes from Insurance Policy Transaction Details are mapped to billing transaction records, ensuring accurate transfer of policy and transaction data into billing. The default value is InsBillingTransactionMapping.
- Context Mapping for Billing Schedule Group: Defines how billing transactions are used to create Billing Schedules, Billing Schedule Groups, and Billing Schedule Relationships. These objects drive invoice generation through the billing scheduler. The default value is BSGEntitiesMapping.
- Context Mapping for Intra Context: Enables mapping of custom objects or fields that aren’t available out of the box to Billing Schedules and Billing Schedule Groups, and ultimately to invoices, using intra-context mappings. The default value is null.
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