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Insurance Policy Administration manages operational activities associated with an insurance policy after the policy has been established, including changes during its lifecycle, payment schedules, and commission-related processing.

Salesforce identifies endorsements as a core policy transaction. An endorsement represents a mid-term change to an existing policy and can produce a corresponding premium adjustment. Policy Administration maintains policy versions and the resulting transaction history so the insurer can preserve both the previous and updated policy state.

Policy Administration also includes Policy Payment Schedules, which define the agreed payment plan between the insurer and policyholder and cover premiums, taxes, fees, and scheduled payment entries. Salesforce ' s Policy Administration documentation additionally provides dedicated functionality to track commissions, making commissions part of the supported policy-management lifecycle.

Approvals and underwriting occur primarily in other portions of the insurance lifecycle. Underwriting evaluates risk and determines whether and under what conditions insurance should be offered, while approval mechanisms can participate in broader workflows. They are not the three policy-administration processes identified here.

Therefore, the processes aligned with Policy Administration are Endorsements, Payments, and Commissions, covering policy modification, financial servicing, and producer or intermediary compensation after policy issuance.

The administrator should enable Discovery Framework. Within Agentforce Financial Services, Discovery Framework provides the questionnaire and assessment infrastructure used to construct guided customer-information collection processes. OmniScripts are central to this architecture because they provide the interactive user experience through which assessment questions are presented and responses are captured.

Salesforce ' s setup process requires administrators to enable Discovery Framework from Setup and then configure the relevant general settings. Associated settings can include Enhanced Questions, import or export capabilities, and sample templates. The sample templates themselves can contain OmniScripts, Integration Procedures, Data Mappers, and assessment questions.

When an assessment is built with Discovery Framework, Salesforce can generate an OmniScript of type Discovery Framework, which can then be opened in OmniScript Designer and further configured.

Einstein Relationship Insights serves a different analytical purpose and does not enable the OmniScript metadata capability. Lightning Experience provides the overall user interface but is not the feature switch required by this scenario. Likewise, a custom domain can be required for various Salesforce platform capabilities but does not establish the Discovery Framework and OmniScript assessment architecture. Enabling Discovery Framework is therefore the required configuration.

Actionable Relationship Center is designed specifically to help Agentforce Financial Services users understand complex relationships among customers, households, businesses, trusts, contacts, and other related entities.

ARC presents these connections through an interactive relationship graph rather than requiring the wealth manager to interpret separate related lists manually. It can connect business accounts, Person Accounts, and Contacts and display relevant relationship information in the graph.

The Addams scenario is an ideal use case. The wealth manager needs to understand the wife ' s membership in the Addams Household, her spouse relationship, their shared connection to the Addams Charitable Trust, and her separate connection to the Symonds Household. ARC can visualize these multi-party relationships through Account Contact Relationship, Account Account Relationship, and Contact Contact Relationship junction objects.

ARC also supports configurable custom relationship graphs, record actions, node display fields, details panels, highlights panels, and preconfigured Financial Services templates.

Tableau and Marketing Cloud Intelligence provide analytics and visualization capabilities but are not designed to present the operational Financial Services relationship graph directly within the advisor workflow. ARC provides the relationship context needed to understand spheres of influence, recognize connections, and identify potential service or business opportunities.

An External ID provides the correct mechanism for matching Salesforce records with identifiers maintained by another application. It is a custom field marked with the External ID attribute and typically stores the unique identifier assigned to a record by a core banking system, ERP platform, policy system, loan-origination system, or another external data source.

Salesforce import tools can use External IDs to identify existing records. When a record in an incoming file contains an External ID that matches an existing Salesforce record, the import process can treat the records as corresponding records rather than blindly inserting another copy.

External IDs are also fundamental to upsert operations. The integration supplies the External ID, Salesforce searches for a matching value, and the operation updates the matching record or creates a new record when no match exists. For the strongest duplicate control, the field can additionally be configured as Unique, ensuring that the same external identifier cannot be stored on multiple records.

User ID, Org ID, and Data Load ID do not provide the required source-system record-matching mechanism. External ID is therefore the appropriate integration identifier.