Simplify the management of insurance policy transactions by using the Billing Setup panel to quickly enable transaction and transaction-detail generation for policy lifecycle events. You can also configure and customise the context mappings that are used to create billing schedules.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Insurance Brokerage SKU is enabled.
How: From Setup, in the Quick Find box, find and select Policy Lifecycle, and update the Generate Insurance Policy Transactions and Generate Insurance Policy Transaction Details settings. Then, in the Quick Find box, search for Billing Context Settings, and configure the context mappings used to create billing schedules.