Add a related list to an insurance product model

Add a related list of an insurance policy table to an insurance product model table by using the Insurance claims application. Adding a related list displays the customer insurance policies for a particular insurance product.

Before you begin

Set the application scope in your instance to Financial Services Operations Core.

An insurance policy table that extends the Insurance Policy (sn_bom_ins_policy) table is required. For more information, see Create an insurance policy table.

Role required: admin

Procedure

1. Navigate to All > Financial Services Operations > Product, and select one of the following options.

   Option	Description
   Personal insurance models	Displays the personal lines insurance product models.
   Commercial insurance models	Displays the commercial lines insurance product models.

2. Select the product model from the list.

3. Select and hold (or right-click) the header, and then navigate to Configure > Related Lists.

4. Add the policy table to the Selected list.

5. Select Save.

Parent Topic:Setting up an insurance policy for Insurance claims