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Setting up an insurance policy for Insurance claims › Setting up the policy data for Insurance claims › Configure › Insurance claims › Exploring insurance claims applications › Insurance applications › Financial Services Operations \(FSO\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an insurance policy table

Create a table that extends the Insurance Policy (sn_bom_ins_policy) table in the Insurance claims application. You use this table to hold all the information about insurance policies of a particular type that you sold to your customers. Creating tables helps to ensure that each type of policy is properly organized and maintained within the system.

Before you begin

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

Role required: admin

About this task

Each type of insurance policy requires a table that extends the Insurance Policy (sn_bom_ins_policy) table.

Procedure

  1. Navigate to All > System Definition > Tables.

  2. Select New.

  3. In the Label field, enter the name of the insurance policy.

  4. In the Extends table field, select Insurance Policy.

  5. Select Submit.

    You created a table that inherits all the fields from the Insurance Policy (sn_bom_ins_policy) table.

What to do next

Set up the roles, establish read-and-write access control lists (ACLs), and then grant access to the table. For more information, see Create a role to access insurance policy tables.

Parent Topic:Setting up an insurance policy for Insurance claims