Create a role to access insurance policy tables

task australia Updated Sep 10, 2026 1 min read create-roles-acls-and-grant-access.md

Create a role to enable an authorized agent to access tables that extend the Insurance Policy (sn_bom_ins_policy) table by using the Insurance claims application. By creating a role, you ensure that only authorized agents can view the policies that are relevant to their roles.

Before you begin

Create a table that extends the Insurance Policy (sn_bom_ins_policy) table for a particular type of policy. For more information, see Create an insurance policy table.

Role required: admin

Procedure

Set the application scope in your instance to Financial Services Operations Core.
Navigate to All > System Security > Users and Groups > Roles.
Select New.
In the Suffix field, enter the name of the role.
In the Assignable by field, select sn_bom.admin.

This role is an admin role of the Financial Services Operations Core application.
In the Description field, enter a description of the role.
Select Submit.

What to do next

Create an access control list (ACL) to define which roles can access an insurance policy table. For more information, see Create an access control list for an insurance policy table.

Parent Topic:Setting up an insurance policy for Insurance claims

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---
title: Create a role to access insurance policy tables
description: Create a role to enable an authorized agent to access tables that extend the Insurance Policy \(sn\_bom\_ins\_policy\) table by using the Insurance claims application. By creating a role, you ensure that only authorized agents can view the policies that are relevant to their roles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/create-roles-acls-and-grant-access.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up an insurance policy for Insurance claims, Setting up the policy data for Insurance claims, Configure, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Create a role to access insurance policy tables

Create a role to enable an authorized agent to access tables that extend the Insurance Policy \(sn\_bom\_ins\_policy\) table by using the Insurance claims application. By creating a role, you ensure that only authorized agents can view the policies that are relevant to their roles.

## Before you begin

Create a table that extends the Insurance Policy \(sn\_bom\_ins\_policy\) table for a particular type of policy. For more information, see [Create an insurance policy table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/create-an-insurance-policy-table.md).

Role required: admin

## Procedure

1. Set the application scope in your instance to **Financial Services Operations Core**.

2. Navigate to **All** &gt; **System Security** &gt; **Users and Groups** &gt; **Roles**.

3. Select **New**.

4. In the **Suffix** field, enter the name of the role.

5. In the **Assignable by** field, select **sn\_bom.admin**.

This role is an admin role of the Financial Services Operations Core application.

6. In the **Description** field, enter a description of the role.

7. Select **Submit**.

## What to do next

Create an access control list \(ACL\) to define which roles can access an insurance policy table. For more information, see [Create an access control list for an insurance policy table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/create-an-access-control-list-for-the-insurance-policy-table.md).

**Parent Topic:**[Setting up an insurance policy for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/set-up-an-insurance-policy.md)