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Home > Salesforce Summer ’21 Release Notes > Industries > Financial Services Cloud > Insurance for Financial Services Cloud >
Policy Component Enhancements
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Filter Policies to See Only Inactive Policies
Insurance agents can get quick insights on inactive policies for better client services. The Policy component now shows all inactive policies. -
Define Custom Link Texts for the List of Policies or Claims Link
Help insurance agents easily navigate to clients’ policies and claims. Now you can change the default link texts and craft custom link texts, for example, using localized labels to suit agents’ needs. -
Show Related Records From Multiple Policy-Related Objects
Give insurance agents a comprehensive view of customer policies and claims. Financial Services Cloud enhancements show more detailed information. You can customize the Policy component to add Insurance Policy Assets object as a related list for each policy record. Previously, you could add only Claims object as a related list for policy records. The component displays the related records from these objects on separate tabs. -
Show Policy-Related Details in an Enhanced Related List
In the Policy component you can now show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text when you select the Enhanced Related List. By default, the Policy component uses the Basic Related List type to show policies’ related list. -
Work with Quick Actions on Policy Records
Insurance agents can now accomplish different policy-related tasks without switching tabs. They can invoke standard and custom quick actions on policy records from within the Policy component.