Suggested XDM Schema Field Groups for Insurances

[bjoern__koth]

Hey folks,
has anyone worked with any out of the box XDM field groups or classes for insurances? 

Which would they be, and are they a good starting point or do they require a lot of adaptation work?

[jayakrishnaaparthasarathy · Accepted solution]

Hi @bjoern__koth  - The below OOTB field group and class looks good to utilize for the insurance use cases. However, it should be coming along with "XDM Individual profile" schema and you may come across to use the object array concepts to ingest data that would accommodate more on insurance side. Again, it depends on the use case that you gonna implement it for the insurance, as you may need to customize the XDM model utilizing those OOTB components. Moreover, I would suggest to stick with standard component (what you are looking for) to make more reliable on the relationships between these schema and to avoid conflicts on the data side. Please let me know if you have any specific related questions.

https://experienceleague.adobe.com/en/docs/experience-platform/xdm/classes/policy

Field Group  - Insurance Claim Process

Thank you,
Jayakrishnaa P.

[bjoern__koth]

Thx! Yeah I found that one, too. Also, every company is different, so I know there is no one-fits-all schema.

Will give it a try

[DavidBe45]

Hey Bjoern,
yeah I’ve used the BFSI ones on a couple of P&C projects. The “Insurance Policy Details” and “Insurance Quote Details” field groups cover the basics pretty well (policy number, premium, coverage start/end, risk type etc.) and are a solid starting point – probably 60-70 % of what you need out of the box.
For anything local (Swiss cantons, FINMA stuff, or specific product lines) you’ll still end up adding a custom field group, but it’s way less work than building everything from scratch.
Anyone doing life/health here? Curious how much they had to tweak the Healthcare ones.