Components installed with Personal Lines Servicing

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Components installed with Personal Lines Servicing

    The Personal Lines Servicing store applications for Financial Services Insurance Policy Operations install several key components that enable effective management of personal insurance policy servicing. These components include tables, user roles, related plugins, and store applications. The installation ensures integration with Customer Service Management and Financial Services Operations, providing a comprehensive servicing environment.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends tables from Customer Service Management into Financial Services Operations applications, facilitating integrated customer service workflows.

    Store Applications Installed

    • Financial Services Operations Core: Stores essential customer data needed for policy service requests.
    • Personal Lines Underwriting: Manages personal underwriting service tasks used in insurance policy service cases.
    • Document Processor: Manages document service tasks within insurance operations workflows.
    • Playbooks for Customer Service Management: Visualizes business process workflows in a task-oriented view to standardize responses to common situations.

    Roles Installed

    The installed roles provide varying levels of access and administrative capabilities tailored to personal insurance policy servicing:

    • Personal Insurance Policy Admin [sninspolicyb2c.admin]: System administrator role with permissions to grant roles, delete cases and tasks, configure applications, and manage service definitions with full data access.
    • Personal Insurance Contributor [sninspolicyb2c.contributor]: Allows creation and tracking of policy service cases for assigned accounts; must be combined with a CSM Contributor role for functionality.
    • Auto Policy Processor [sninspolicyb2c.autopolicyprocessor]: Enables submission of auto insurance policy service requests, case status viewing, task management, and interaction recording.
    • Auto Insurance Policy Viewer [sninspolicyb2c.autopolicyviewer]: Provides view-only access to auto insurance policy cases and related data.
    • Homeowner Policy Processor [sninspolicyb2c.homeownerpolicyprocessor]: Similar to Auto Policy Processor but for homeowner insurance policies.
    • Homeowner Insurance Policy Viewer [sninspolicyb2c.homeownerpolicyviewer]: Provides view-only access to homeowner insurance policy cases and related data.

    Tables Installed

    The installation includes several tables designed to store and manage policy service cases, tasks, and related information:

    • Policy Base [sninspolicyb2cbase]: Core policy service case table extending the Customer Service Case table.
    • Auto Policy Case [sninspolicyb2cservice]: Stores all consumer auto insurance policy service cases, extending the Policy Base table.
    • Auto Policy Task [sninspolicyb2ctask]: Contains all tasks related to auto policy services, extending the Financial Task table.
    • Homeowner Policy Case [sninspolicyb2chomeservice]: Holds servicing cases specific to homeowner policies, extending the Policy Base table.
    • Homeowner Policy Task [sninspolicyb2chomeservicetask]: Stores tasks related to homeowner policy cases, extending the Financial Task table.
    • Insured Property Info [sninspolicyb2cinsuredpropertyinfo]: Info table capturing changes to insured properties during case servicing.
    • Participant Insured Property Info [sninspolicyb2cparticipantinsuredpropertyinfo]: Stores changes to roles participants play on insured properties during servicing.
    • Policy Coverage Info [sninspolicyb2cpolicycoverageinfo]: Captures changes to policy participants during servicing.
    • Policy Participant Info [sninspolicyb2cpolicyparticipantinfo]: Stores changes to policy coverages during servicing.

    Several types of components are installed with the installation of the Financial Services Insurance Policy Operations Personal Lines Servicing store applications, including tables and user roles. The applications also install related plugins and store applications if they are not already installed.

    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

    Table 1. Plugins installed with the Personal Lines Servicing store applications
    Plugin Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Store applications installed

    Table 2. Store applications installed with the Personal Lines Servicing store applications
    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make policy service requests. For more information, see Financial Services Operations Core.
    Personal Lines Underwriting Enables management of personal underwriting services tasks that are used in insurance policy service cases. For more information, see Components installed with Personal Lines Underwriting.
    Document Processor Enables the management of document services tasks that are used in insurance operations workflows. For more information, see Integrating with Document Processor.
    Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see .

    Roles installed

    Table 3. Roles installed with the Personal Lines Servicing store applications
    Role title [name] Description Contains roles
    Personal insurance policy admin

    [sn_ins_policy_b2c.admin]

    		 Application-specific system administrator role for personal insurance policy that can:
    • Grant personal property and casualty insurance servicing roles
    • Delete personal policy cases and tasks
    • Configure personal Property and Casualty Insurance Servicing application
    • Create and modify personal policy service definitions
    • Has read, write, and create access to personal policy data
    Note:
    The sn_bom.admin role contains the sn_ins_policy_b2c.admin role when the Property and Casualty Insurance Servicing application is installed.
    • sn_bom.service_definition_admin
    • sn_ins_policy_b2c.info_writer
    • sn_ins_policy_b2c.auto_policy_processor
    • sn_ins_policy_b2c.homeowner_policy_processor
    Personal insurance contributor

    [sn_ins_policy_b2c.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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_ins_policy_b2c.info_writer
    • sn_bom.homeowner_ins_policy_viewer
    • sn_bom.auto_ins_policy_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_ins_underwrite.viewer
    • sn_bom_document.b2c_collector
    Auto policy processor

    [sn_ins_policy_b2c.auto_policy_processor]
    • Submit auto insurance policy service requests
    • View the status of auto insurance policy cases, underwriting tasks, and document services tasks
    • Record interactions
    • sn_ins_policy_b2c.info_writer
    • sn_bom.auto_ins_policy_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_ins_underwrite.viewer
    Auto insurance policy viewer

    [sn_ins_policy_b2c.auto_policy_viewer]

    		 View auto insurance policy cases and related data
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_ins_policy_b2c.ins_policy_viewer
    • sn_ins_policy_b2c.info_viewer
    Homeowner policy processor

    [sn_ins_policy_b2c.homeowner_policy_processor]
    • Submit homeowner insurance policy service requests
    • View the status of homeowner insurance policy cases, underwriting tasks, and document services tasks
    • Record interactions
    • sn_ins_policy_b2c.info_writer
    • sn_bom.homeowner_ins_policy_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_ins_underwrite.viewer
    Homeowner insurance policy viewer

    [sn_ins_policy_b2c.homeowner_policy_viewer]

    		 View homeowner insurance policy cases and related data
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_ins_policy_b2c.ins_policy_viewer
    • sn_ins_policy_b2c.info_viewer

    Tables installed

    Table 4. Tables installed with the Personal Lines Servicing store applications
    Table Description
    Policy Base

    [sn_ins_policy_b2c_base]

    		 Policy Service Case table extends the Policy Base table. Policy Base table extends the Case [sn_customerservice_case] table.
    Auto Policy Case

    [sn_ins_policy_b2c_service]

    		 Stores all policy service cases for consumer services for all Financial Services Operations applications. This table extends the Policy Base [sn_ins_policy_b2c_base] table.
    Auto Policy Task

    [sn_ins_policy_b2c_task]

    		 Stores all policy tasks for policy services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Homeowner Policy Case

    [sn_ins_policy_b2c_home_service]

    		 Homeowners case type table which holds all servicing cases for Homeowner policies. This table is extended off Policy Base table.
    Homeowner Policy Task

    [sn_ins_policy_b2c_home_service_task]

    		 This table extends the Financial Task [sn_bom_task] table. Stores all tasks related to a Homeowners case.
    Insured Property Info

    [sn_ins_policy_b2c_insured_property_info]

    		 This is an Info table which stores the changes to insured properties which can take place as part of servicing a case against a policy.
    Participant Insured Property Info

    [sn_ins_policy_b2c_participant_insured_property_info]

    		 This is an Info table which stores the changes to a role that a participant plays on an insured property which can take place as part of servicing a case against a policy.
    Policy Coverage Info

    [sn_ins_policy_b2c_policy_coverage_info]

    		 This is an Info table which stores the changes to policy participants which can take place as part of servicing a case against a policy.
    Policy Participant Info

    [sn_ins_policy_b2c_policy_participant_info]

    		 This is an Info table which stores the changes to policy coverages which can take place as part of servicing a case against a policy.