Configure Individual Life Servicing

Review the components that are installed with the Individual Life Servicing application and modify as needed for your organization's business needs.

Before you begin

Make sure that the Configure Individual Life Servicing application is installed. For more information, see Install Individual Life Servicing.

Role required: sn_ins_indiv_life.admin or admin

Procedure

1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.
   For more information, see Import your financial data using import sets.
2. Review the installed components and modify them or add new ones as applicable.

   Task	Description
   Configure service definitions	Configure service definitions to enable unique flows and views for policy service case and task. You should configure service definitions for: Individual Life Servicing Individual Life Underwriting
   Configure record producers	Create or modify record producers to define request forms.
   Create flows	Create flows using Workflow Studio.
   Configure playbooks	Edit or create a new playbook using Playbooks.
   Configure CSM Configurable Workspace	Configure CSM Configurable Workspace to enable requesters, contributors, and processors to interact with customers, and create and work on cases.
   Modify interceptors and workspace record type selectors	Modify interceptors and workspace record type selectors to configure policy request types.
   Configure user groups	Configure user groups for assignment of cases and tasks. You can also assign roles to groups and users.
   Configure assignment rules	Configure assignment rules to identify cases that meet certain conditions and then route those cases to agents.
   Configure Service Level Agreements (SLAs)	Configure the installed SLAs to configure SLA timings for policy service cases and tasks.
   Configure Document Processor	Configure Document Processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.