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Harmonize Insurance Policies
To benefit from new and enhanced Insurance Policy features in the future, harmonize existing data and move to the Salesforce data model.
- Insurance Policy Harmonization Overview
You can switch to the FSC Insurance Policy object model from the Asset-based object model or the Insurance Industries Extension object model used with Financial Services Cloud. Services and LWCs are updated to work with insurance policy data in the Salesforce data model. Some parts of the quote and policy UIs are also updated. - Insurance Industries Extension to Insurance Policy Object Model Mapping
Learn how fields in the Insurance Industries Extension object model correspond to fields in the Insurance Policy object model. Use these field mappings when you create scripts that move insurance policy data from one model to the other. - Asset to Insurance Policy Object Model Mapping
Learn how fields in the Asset object model correspond to fields in the Insurance Policy object model. Use these field mappings when you create scripts that move insurance policy data from one model to the other.
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