{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":16070,"path":"financial-services-operations/insurance-claims/setting-up-insurance-claims-flow.md","title":"Setting up Insurance claims","bundle":null,"doc_type":null,"release":"australia","body":"\n# Setting up Insurance claims\n\nPlan and configure your implementation of the Insurance claims application by following the tasks in the configuration overview.\n\n## Prerequisites\n\nBefore beginning the configuration steps, you should familiarize yourself with the following topics:\n\n- [Financial Services Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-operations-core-data-model.md)\n- [Insurance Claims Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims-core-data-model.md)\n- [Integrating with Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/integrating-with-document-processor.md)\n- [Best practices for setting up an instance](https://www.servicenow.com/community/in-other-news/best-practices-for-general-planning-and-setup-of-your-instance/ba-p/2287790)\n- [Table extension and classes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/table-extension-and-classes.md)\n\n## Configuration overview\n\nThe following table lists how to set up the components and relationships for an Insurance claims workflow.\n\n\n
\n\nTask\n\n\n\nDescription\n\n
\n\nInstall the Insurance claims application\n\n\n\nInstall the Insurance claims application \\(sn\\_ins\\_gen\\_claim\\) from the ServiceNow Store. For more information, see [Install Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/install-insurance-claims-flow.md).\n\n
\n\nSet up customer data\n\n\n\nMigrate the data for your personal and commercial customers on your instance. For more information, see [Setting up the customer data for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/data-setup-for-insurance-claims.md).\n\n
\n\nSet up policy data\n\n\n\nReview the policy data options in this topic \\(importing data or remote tables\\). For more information, see [Setting up the policy data for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/set-up-policy-data-for-insurance-claims.md).You can also follow these topics to set up insurance product models and coverages, and to create insurance policies:\n\n- [Establish Insurance Product Models](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/insurance-product-models.md)\n- [Specify coverages](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/coverage-specification.md)\n- [Create Insurance Policies](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/set-up-an-insurance-policy.md)\n\n
\n\nReview policy snapshots\n\n\n\nReview the PolicySnapshotGenerator script include in your instance, which contains the code responsible for copying the relevant insurance policy for the claim. For more information, see [Policy snapshots in Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/policy-snapshots.md).\n\n
\n\nCreate service definitions\n\n\n\nCreate the service definitions for each of your claim types. For more information, see [Creating a service definition for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/create-service-definitions-for-insurance-claims.md).\n\n
\n\nLink the insurance product model and claim case service definition\n\n\n\nLink the insurance product model and service definition so that the system recognizes which policies are relevant to the service definition. For more information, see [Link the insurance product model and claim case service definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/link-the-insurance-product-model-and-service-definition.md).\n\n
\n\nSet up claim incident tables\n\n\n\nDefine and configure new incident tables as needed for your workflow. A claim incident is a record of the details for a particular claim. For more information, see [Claim incidents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/claim-incidents.md).\n\n
\n\nSet up Claim Incident Configuration\n\n\n\nSet up the claim incident configuration to define the relationships between the claim incidents, the service definition, how adjuster tasks are created, and whether losses can be itemized. For more information, see [Claim Incident Configuration table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/claim-incident-configuration-table.md).\n\n
\n\nSet up Document Processing\n\n\n\nSet up FSO Document Processor to define the documentation that you need from customers to process claims. 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\n
\n\nUpdate service definitions with document requirements\n\n\n\nDefine the specific documentation that is required for each service. For more information, see [Add a document list definition to a service definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/add-document-list-definition-to-service-definition.md).\n\n
\n\nReview the reserves and payments approval engine\n\n\n\nGo through the rules for the reserve and payment approval process provided in Insurance Claims Core. For more information, see [Approval Engine for Reserves and Payments](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/approval-engine-for-reserves-and-payments.md).\n\n
\n\nReview claim automation using decision tables\n\n\n\nLearn about the claim automation rules in the decision tables. For more information, see [Use claim automation decision tables](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/update-insurance-claims-automation-using-decision-tables.md).\n\n
\n\nConfigure assignment rules\n\n\n\nLook at the rules that determine how cases and tasks are assigned to personas. For more information, see [Configure assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-assignment-rules-fso-applications.md).\n\n
\n\nConfigure SLA definitions\n\n\n\nConfigure service level agreement \\(SLA\\) definitions to match your business needs.The SLA definitions are based on the service definition of case and adjuster tasks. For more information, see [Configure SLA definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-sla-definitions-fso-cases.md).\n\n
\n\nSet up Insurance claims workspaces and dashboards\n\n\n\nSee what's included in Insurance claims and review the guidelines for setting up the dashboards and workspaces for a new line of business. For more information, see [Setting up Insurance claims workspaces and dashboards](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/insurance-claims-dashboards-and-workspaces.md).\n\n
\n\nManage the Archive Claim Case rule\n\n\n\nManage the archive rule that is provisioned in the Claim Case \\[sn\\_ins\\_gen\\_claim\\_case\\] table. By default, inactive cases that are more than seven years old are automatically archived. For more information, see [Manage the Archive Claim Case rule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/insurance-claim-case-archival.md).\n\n
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