Reference › Individual Life Servicing › Life Insurance Servicing › Insurance applications › Financial Services Operations \(FSO\)
Components installed with Individual Life Servicing
Several types of components are installed with activation of the Individual Life Servicing plugin, including tables and user roles.
Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.
Plugins installed
| Plugin name | Description |
|---|
| Customer Service\[com.sn\_customerservice\] | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. |
| Individual Life Insurance Underwriting Operations\[sn\_ins\_indiv\_uw\] | Enables insurance carriers to route service requests to underwriters based on their existing underwriting guidelines and rules. Underwriters can collaborate with distribution and servicing teams though a workflow. |
Store applications installed
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|
| Individual policy admin \[sn\_ins\_indiv\_life.admin\] | - Grant individual insurance servicing roles - Delete individual policy cases and tasks - Configure Individual Life Servicing application - Create and modify individual policy service definitions - Has read, write, and create access to individual policy data | - sn\_bom.service\_definition\_admin - sn\_ins\_indiv\_life.line\_writer - sn\_ins\_indiv\_life.processor - sn\_ins\_indiv\_life.processor\_connector |
| Individual life manager \[sn\_ins\_indiv\_life.manager\] | - View the Performance Analytics reports in the Individual Life Servicing dashboard - Use Process Mining projects for insurance operations processes | - sn\_ins\_indiv\_life.processor - sn\_ins\_indiv\_life.processor\_connector |
| Individual policy processor \[sn\_ins\_indiv\_life.processor\] | - Submit individual insurance policy service requests - View the status of individual insurance policy cases, underwriting tasks, and document services tasks - Record interactions | - sn\_ins\_indiv\_life.line\_writer - sn\_doc\_processor.agent - sn\_ins\_indiv\_uw.viewer - sn\_bom.indiv\_life\_policy\_viewer - sn\_bom.indiv\_disab\_policy\_viewer - sn\_bom.b2b\_agent - sn\_bom.b2c\_agent |
| Individual policy processor connector\[sn\_ins\_indiv\_life.processor\_connector\] | - Access and view the status of individual life and disability policy cases, underwriting tasks, and document services tasks for customer accounts managed by them. - Create, update, and close cases and tasks for customer accounts managed by them - Record interactions | - sn\_ins\_indiv\_life.viewer - sn\_doc\_processor.agent - sn\_ins\_indiv\_life.line\_writer - sn\_sla\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_ins\_indiv\_uw.viewer - sn\_bom.viewer - sn\_bom.indiv\_life\_policy\_viewer - sn\_bom.indiv\_disab\_policy\_viewer - sn\_bom.account\_data\_viewer - sn\_bom.agent - sn\_ins\_indiv\_life.line\_viewer |
| Individual policy contributor\[sn\_ins\_indiv\_life.contributor\] | Create and track policy service cases for accounts managed by them.Important: For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas. | - sn\_bom.service\_viewer - sn\_ins\_indiv\_life.lineinfo\_writer - sn\_sla\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_ins\_indiv\_uw.viewer - sn\_bom.b2c\_contributor - sn\_bom.indiv\_life\_policy\_viewer - sn\_bom.indiv\_disab\_policy\_viewer - sn\_bom.account\_data\_viewer - sn\_customerservice.csm\_workspace\_user - sn\_bom.b2b\_contributor - sn\_ins\_indiv\_life.line\_viewer - sn\_bom.ins\_policy\_viewer |
| Individual policy viewer\[sn\_ins\_indiv\_life.viewer\] | View individual insurance policy cases and related data | - sn\_bom.ref\_data\_viewer - sn\_bom.service\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom.indiv\_life\_policy\_viewer - sn\_ins\_indiv\_life.info\_viewer - sn\_bom.ins\_policy\_viewer |
Tables installed
| Table | Description |
|---|
| Individual Life Policy Base \[sn\_ins\_indiv\_life\_base\] | Policy Base table extends the Case \[sn\_customerservice\_case\] table. |
| Individual Life Policy Case\[sn\_ins\_indiv\_life\_service\] | Policy Service Case table extends the Policy Base table. Stores all policy service cases for consumer services for the Individual Life Servicing |
| Individual Life Policy Task\[sn\_ins\_indiv\_life\_task\] | This table extends the Financial Task \[sn\_bom\_task\] table. Stores all policy tasks for policy services for the Individual Life Servicing |
| Policy Coverage Line\[sn\_ins\_indiv\_life\_coverage\_line\] | This is an Info table which stores the changes to coverages of policy services for the Individual Life Servicing |
Parent Topic:Individual Life Servicing reference