{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15478,"path":"financial-services-operations/components-installed-individual-life-servicing.md","title":"Components installed with Individual Life Servicing","bundle":null,"doc_type":null,"release":"australia","body":"\n# Components installed with Individual Life Servicing\n\nSeveral types of components are installed with activation of the Individual Life Servicing plugin, including tables and user roles.\n\n**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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/find-components.md).\n\n## Plugins installed\n\n\n
\n\nPlugin name\n\n\n\nDescription\n\n
\n\nCustomer Service\\[com.sn\\_customerservice\\]\n\n\n\nEnables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.\n\n
\n\nIndividual Life Insurance Underwriting Operations\\[sn\\_ins\\_indiv\\_uw\\]\n\n\n\nEnables insurance carriers to route service requests to underwriters based on their existing underwriting guidelines and rules. Underwriters can collaborate with distribution and servicing teams though a workflow.\n\n
## Store applications installed\n\n|Store application|Description|\n|-----------------|-----------|\n|Financial Services Operations Core|Stores the customer data that is needed to make policy service requests. For more information, see [Financial Services Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-operations-core-data-model.md).|\n|Individual Life Insurance Underwriting Operations|Enables management of individual policy underwriting services tasks that are used in insurance policy service workflows. For more information, see [Components installed with Individual Life Underwriting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/components-installed-with-individual-life-underwriting.md).|\n|Document Processor|Enables management of document services tasks that are used in insurance policy service cases. For more information, see [Integrating with Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/integrating-with-document-processor.md).|\n|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 [Playbooks in Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/setting-up-csm-playbooks.md).|\n|CSM Contributor User|Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.|\n\n## Roles installed\n\n\n
\n\nRole title \\[name\\]\n\n\n\nDescription\n\n\n\nContains roles\n\n
\n\nIndividual policy admin\n\n \\[sn\\_ins\\_indiv\\_life.admin\\]\n\n\n\n- Grant individual insurance servicing roles\n- Delete individual policy cases and tasks\n- Configure Individual Life Servicing application\n- Create and modify individual policy service definitions\n- Has read, write, and create access to individual policy data\n\n\n\n- sn\\_bom.service\\_definition\\_admin\n- sn\\_ins\\_indiv\\_life.line\\_writer\n- sn\\_ins\\_indiv\\_life.processor\n- sn\\_ins\\_indiv\\_life.processor\\_connector\n\n
\n\nIndividual life manager\n\n\\[sn\\_ins\\_indiv\\_life.manager\\]\n\n\n\n- View the Performance Analytics reports in the Individual Life Servicing dashboard\n- Use Process Mining projects for insurance operations processes\n\n\n\n- sn\\_ins\\_indiv\\_life.processor\n- sn\\_ins\\_indiv\\_life.processor\\_connector\n\n
\n\nIndividual policy processor \\[sn\\_ins\\_indiv\\_life.processor\\]\n\n\n\n- Submit individual insurance policy service requests\n- View the status of individual insurance policy cases, underwriting tasks, and document services tasks\n- Record interactions\n\n\n\n- sn\\_ins\\_indiv\\_life.line\\_writer\n- sn\\_doc\\_processor.agent\n- sn\\_ins\\_indiv\\_uw.viewer\n- sn\\_bom.indiv\\_life\\_policy\\_viewer\n- sn\\_bom.indiv\\_disab\\_policy\\_viewer\n- sn\\_bom.b2b\\_agent\n- sn\\_bom.b2c\\_agent\n\n
\n\nIndividual policy processor connector\\[sn\\_ins\\_indiv\\_life.processor\\_connector\\]\n\n\n\n- Access and view the status of individual life and disability policy cases, underwriting tasks, and document services tasks for customer accounts managed by them.\n- Create, update, and close cases and tasks for customer accounts managed by them\n- Record interactions\n\n\n\n- sn\\_ins\\_indiv\\_life.viewer\n- sn\\_doc\\_processor.agent\n- sn\\_ins\\_indiv\\_life.line\\_writer\n- sn\\_sla\\_definition\\_read\n- sn\\_bom.customer\\_data\\_viewer\n- sn\\_ins\\_indiv\\_uw.viewer\n- sn\\_bom.viewer\n- sn\\_bom.indiv\\_life\\_policy\\_viewer\n- sn\\_bom.indiv\\_disab\\_policy\\_viewer\n- sn\\_bom.account\\_data\\_viewer\n- sn\\_bom.agent\n- sn\\_ins\\_indiv\\_life.line\\_viewer\n\n
\n\nIndividual policy contributor\\[sn\\_ins\\_indiv\\_life.contributor\\]\n\n\n\nCreate 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-combine-csm-industry-roles.md).\n\n\n\n- sn\\_bom.service\\_viewer\n- sn\\_ins\\_indiv\\_life.lineinfo\\_writer\n- sn\\_sla\\_definition\\_read\n- sn\\_bom.customer\\_data\\_viewer\n- sn\\_ins\\_indiv\\_uw.viewer\n- sn\\_bom.b2c\\_contributor\n- sn\\_bom.indiv\\_life\\_policy\\_viewer\n- sn\\_bom.indiv\\_disab\\_policy\\_viewer\n- sn\\_bom.account\\_data\\_viewer\n- sn\\_customerservice.csm\\_workspace\\_user\n- sn\\_bom.b2b\\_contributor\n- sn\\_ins\\_indiv\\_life.line\\_viewer\n- sn\\_bom.ins\\_policy\\_viewer\n\n
\n\nIndividual policy viewer\\[sn\\_ins\\_indiv\\_life.viewer\\]\n\n\n\nView individual insurance policy cases and related data\n\n\n\n- sn\\_bom.ref\\_data\\_viewer\n- sn\\_bom.service\\_definition\\_read\n- sn\\_bom.customer\\_data\\_viewer\n- sn\\_bom.indiv\\_life\\_policy\\_viewer\n- sn\\_ins\\_indiv\\_life.info\\_viewer\n- sn\\_bom.ins\\_policy\\_viewer\n\n
## Tables installed\n\n\n
\n\nTable\n\n\n\nDescription\n\n
\n\nIndividual Life Policy Base\n\n \\[sn\\_ins\\_indiv\\_life\\_base\\]\n\n\n\nPolicy Base table extends the Case \\[sn\\_customerservice\\_case\\] table.\n\n
\n\nIndividual Life Policy Case\\[sn\\_ins\\_indiv\\_life\\_service\\]\n\n\n\nPolicy Service Case table extends the Policy Base table. Stores all policy service cases for consumer services for the Individual Life Servicing\n\n
\n\nIndividual Life Policy Task\\[sn\\_ins\\_indiv\\_life\\_task\\]\n\n\n\nThis table extends the Financial Task \\[sn\\_bom\\_task\\] table. Stores all policy tasks for policy services for the Individual Life Servicing\n\n
\n\nPolicy Coverage Line\\[sn\\_ins\\_indiv\\_life\\_coverage\\_line\\]\n\n\n\nThis is an Info table which stores the changes to coverages of policy services for the Individual Life Servicing\n\n
**Parent Topic:**[Individual Life Servicing reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/individual-life-servicing-reference.md)\n\n"}}