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Individual policy admin
\[sn\_ins\_indiv\_life.admin\]
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- Grant individual insurance servicing roles
- Delete individual policy cases and tasks
- Configure Individual Life Servicing application
- Create and modify individual policy service definitions
- Has read, write, and create access to individual policy data
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- sn\_bom.service\_definition\_admin
- sn\_ins\_indiv\_life.line\_writer
- sn\_ins\_indiv\_life.processor
- sn\_ins\_indiv\_life.processor\_connector
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Individual life manager
\[sn\_ins\_indiv\_life.manager\]
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- View the Performance Analytics reports in the Individual Life Servicing dashboard
- Use Process Mining projects for insurance operations processes
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- sn\_ins\_indiv\_life.processor
- sn\_ins\_indiv\_life.processor\_connector
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Individual policy processor \[sn\_ins\_indiv\_life.processor\]
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- Submit individual insurance policy service requests
- View the status of individual insurance policy cases, underwriting tasks, and document services tasks
- Record interactions
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- sn\_ins\_indiv\_life.line\_writer
- sn\_doc\_processor.agent
- sn\_ins\_indiv\_uw.viewer
- sn\_bom.indiv\_life\_policy\_viewer
- sn\_bom.indiv\_disab\_policy\_viewer
- sn\_bom.b2b\_agent
- sn\_bom.b2c\_agent
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Individual policy processor connector\[sn\_ins\_indiv\_life.processor\_connector\]
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- Access and view the status of individual life and disability policy cases, underwriting tasks, and document services tasks for customer accounts managed by them.
- Create, update, and close cases and tasks for customer accounts managed by them
- Record interactions
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- sn\_ins\_indiv\_life.viewer
- sn\_doc\_processor.agent
- sn\_ins\_indiv\_life.line\_writer
- sn\_sla\_definition\_read
- sn\_bom.customer\_data\_viewer
- sn\_ins\_indiv\_uw.viewer
- sn\_bom.viewer
- sn\_bom.indiv\_life\_policy\_viewer
- sn\_bom.indiv\_disab\_policy\_viewer
- sn\_bom.account\_data\_viewer
- sn\_bom.agent
- sn\_ins\_indiv\_life.line\_viewer
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Individual policy contributor\[sn\_ins\_indiv\_life.contributor\]
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Create 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).
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- sn\_bom.service\_viewer
- sn\_ins\_indiv\_life.lineinfo\_writer
- sn\_sla\_definition\_read
- sn\_bom.customer\_data\_viewer
- sn\_ins\_indiv\_uw.viewer
- sn\_bom.b2c\_contributor
- sn\_bom.indiv\_life\_policy\_viewer
- sn\_bom.indiv\_disab\_policy\_viewer
- sn\_bom.account\_data\_viewer
- sn\_customerservice.csm\_workspace\_user
- sn\_bom.b2b\_contributor
- sn\_ins\_indiv\_life.line\_viewer
- sn\_bom.ins\_policy\_viewer
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Individual policy viewer\[sn\_ins\_indiv\_life.viewer\]
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View individual insurance policy cases and related data
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- sn\_bom.ref\_data\_viewer
- sn\_bom.service\_definition\_read
- sn\_bom.customer\_data\_viewer
- sn\_bom.indiv\_life\_policy\_viewer
- sn\_ins\_indiv\_life.info\_viewer
- sn\_bom.ins\_policy\_viewer
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