Components installed with Insurance claims

  • Release version: Xanadu
  • Updated August 30, 2024
  • 2 minutes to read
  • Several types of components are installed with the activation of the Insurance claims application.

    Plugins installed

    Table 1. Plugins installed with the Insurance claims application
    Plugin Description
    CSM Contributor User [com.snc.csm_contributor_user] Enables the contributor role for the first-notice-of-loss (FNOL) representative, who creates the case on behalf of the customer.

    Store applications installed

    Table 2. Store applications installed with the Insurance claims application
    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.
    Playbooks in Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, enabling consistent responses to commonly encountered situations. For more information, see Playbooks in Customer Service Management.

    Roles installed

    Table 3. Roles installed with the Insurance claims application
    Role title [name] Description Contains roles
    Admin [sn_ins_gen_claim.admin] This role gives access to all Insurance claims operations data, plus admin privileges.
    • sn_bom.service_definition_admin
    • sn_ins_gen_claim.processor
    • decision_table_admin
    • sn_ins_gen_claim.adjuster
    • sn_ins_gen_claim.manager
    • sn_doc_processor.admin
    FNOL representative [sn_ins_gen_claim.fnol_representative] This role gives access to request Insurance claims for customers with whom a relationship exists.
    • sn_customerservice.case_contributor_viewer
    • sn_sla_definition_read
    • sn_bom.ct_ins_policy_viewer
    • sn_customerservice.customer_contributor
    • sn_customerservice.csm_workspace_user
    • sn_bom.pt_ins_policy_viewer
    • sn_bom.fnol_representative
    • sn_bom.customer_data_viewer
    • sn_customerservice.account_contributor
    Adjuster [sn_ins_gen_claim.adjuster] This role gives access to all Insurance claims adjuster operations data.
    • sn_bom.viewer
    • sn_bom.ct_ins_policy_viewer
    • sn_bom.pt_ins_policy_viewer
    • sn_bom.adjuster
    • sn_doc_processor.agent
    • sn_ins_gen_claim.processor
    • sn_sla_definition_read
    Manager [sn_ins_gen_claim.manager] This role is for managing reports and dashboards, as well as approving reserves and payments above the adjuster limit.
    • sn_ins_gen_claim.processor
    • sn_ins_gen_claim.adjuster
    Viewer [sn_ins_gen_claim.viewer] This role gives read access to all Insurance claims claim operations data.
    • sn_bom.customer_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.viewer
    • sn_bom.ref_data_viewer
    Processor [sn_ins_gen_claim.processor] This role gives access to all Insurance claims operations data.
    • sn_ins_claim.payment_reader
    • sn_ins_claim.trip_writer
    • sn_ins_claim.property_reader
    • sn_ins_claim.trip_reader
    • sn_bom.b2c_agent
    • sn_doc_processor.agent
    • sn_ins_claim.injury_reader
    • sn_ins_claim.participant_writer
    • sn_ins_claim.policy_snapshot_reader
    • sn_ins_claim.injury_writer
    • sn_ins_claim.baggage_reader
    • sn_ins_claim.property_writer
    • sn_bom.ct_ins_policy_viewer
    • sn_ins_claim.profile_reader
    • sn_ins_claim.reserve_reader
    • sn_bom.b2b_agent
    • sn_bom.pt_ins_policy_viewer
    • sn_ins_claim.baggage_writer
    • sn_ins_claim.summary_page_read
    • sn_ins_claim.coverage_reader
    • sn_ins_claim.incident_item_writer
    • sn_ins_claim.incident_item_reader
    • sn_ins_claim.incident_config_reader
    • sn_sla_definition_read
    • sn_ins_claim.profile_writer
    Flow executor [sn_ins_gen_claim.flow_executor] This role gives access to run all flows and subflows for Insurance claims. sn_ins_gen_claim.manager

    Tables installed

    Table 4. Tables installed with the Insurance claims application
    Table Description
    Claim Case [sn_ins_gen_claim_case] Store information about the claim case. This table extends the Claim Base [sn_bom_claim_case] table.
    Claim Task [sn_ins_gen_claim_task] Stores information about a claim task. This table extends the Financial Task [sn_bom_task] table.
    Claim Adjuster Task [sn_ins_gen_claim_adj_task] Stores information about an adjuster task for a claim. This table extends the Financial Task [sn_bom_task] table.
    Claim Incident Configuration [sn_ins_claim_incident_config] Defines the configuration for the claim incidents that can be created. Use this table to define the following:
    • Name and short description of the claim incident
    • Claim incident table name
    • The icon that is shown
    • Adjuster task service definition
    • Parent service definition
    • Whether the loss can be itemized
    • Whether an adjuster task is created per incident or per incident type (for example, a single task for all baggage claim incidents)
    • Display order of the service definitions in the playbook
    • Whether the service definition is shown in the UI or not

    For more information, see Claim Incident Configuration table.

    Itemized Loss/Expense [sn_ins_claim_incident_item] Stores information about the itemized losses and expenses for a claim.
    Baggage Incident [sn_ins_claim_baggage] Stores information about a baggage loss incident, such as a description of the baggage, the associated flight details, and the claimant.
    Trip Incident [sn_ins_claim_trip] Stores information about a trip loss incident, such as a description of the incident, reservation numbers, and other supporting questions.
    Personal Travel Policy [sn_bom_pt_ins_policy] Stores information about a personal travel policy issued to a policy holder. Extends Insurance Policy [sn_bom_ins_policy].
    Commercial Travel Policy [sn_bom_ct_ins_policy] Stores information about a commercial travel policy issued to a policy holder. Extends Insurance Policy [sn_bom_ins_policy].