Overview Pages

An overview page shows everything about an entity at once, as a one- or two-column layout of cards. There are two: policy360 on a product, shown as Policy 360, and account360 on an account, shown as Account 360. This example is from uiConfigs/operationsWorkbench/accounts/Policyholder/config.json:

{
	"pages": {
		"account360": {
			"columns": [
				{ "layout": { "width": "2/3" }, "cards": ["policies", "quotes"] },
				{ "layout": { "width": "1/3" }, "cards": ["accountDetails", "billing"] }
			]
		}
	}
}

A card is a bare string (a predefined card with its defaults), or an object with type, optional title or hideTitle, layout, and config.
title replaces the card's default heading on every predefined card.
Size columns with layout.width, using complementary fractions such as 2/3 and 1/3. Omit both to split evenly. A single-column page is a columns array with one entry.
On policy360, author subheaders directly on the page, beside columns. On account360, the subheader row is fixed. See Subheaders.
The policy actions menu on Policy 360 is the one authored on the Details Page. Account 360 has no menu.

hideTitle on overview cards is accepted but not yet applied. On account360, a card's layout is also not yet applied; layout.width on a column works on both pages.

Predefined Cards

Each page has its own set of predefined cards. A card name that appears on both pages, such as billing, workManagement, accountDetails, or quotes, is a separate card on each, with its own config. A card a page doesn't offer is ignored.

Many cards hide themselves when a required config value, data, or permission is missing, so listing a card shows it when it applies.

Policy 360 Cards

Card	Shows	`config`
`billing`	The account balance, with invoices and pricing breakdown tabs.	`data`; `options.tabs`, any of `invoices` and `pricingBreakdown`.
`workManagement`	Tasks and associations for the policy. Hidden when work management is off or the user lacks read access.	None.
`history`	The policy's transaction history.	`columns`: an ordered list from `category`, `type`, `reason`, `effectiveDate`, `price`, and `state`.
`overview`	A read-only policy summary, with a "View Policy Details" button.	`summary` (static data rows), `fields` (per-field `{ label, hidden }`, such as `policyStartDate`), `button` (the header button's label, variant, and navigation).
`accountDetails`	A read-only account summary, with a "View Account" button.	`button`.
`documents`	The policy's documents.	`options.external` (`true` for external, `false` for generated), `showDocuments`.
`attachments`	External documents, with upload for users with the `documents.upload-external` permission.	The same as `documents`; `external` is ignored.
`fnols`	First notices of loss for the policy. Needs the `fnols.read` permission.	None.
`reportPremium`	A form to report premium against a transaction type and element type.	`transactionType` and `elementType` (both required), `showDocuments`, `data`.
`premiumHistory`	Issued premium-report transactions.	`transactionType` and `elementType` (both required), `showDocuments`, `data`.
`element`	A nested element, for one element type.	`elementType` (required), `data`, `content`.
`producerSummary`	Summary rows for a producer, such as an agency, plus product-level rows such as commission.	`producerType` (required), `producerCodeLocation` (defaults to `producerCode`), `summary`, `elementSummary`.
`details`	A read-only card like the Policy Details page.	`sections`, written like a details tab's sections.
`quotes`	The quotes for the policy's account. Needs the `quotes.read` permission.	None.

Account 360 Cards

Card	Shows	`config`
`policies`	The account's policies.	None.
`quotes`	The account's quotes, with the create-quote action.	`quoteGroups`: `groupLabel.path`, plus `{ enabled, path, label }` for the `quoteNumber`, `marketProduct`, `quoteState`, `effectiveDate`, and `policyId` columns. A column shows only when `enabled` is `true`; omit `quoteGroups` for the default columns.
`workManagement`	Tasks and associations for the account. Hidden under the same conditions as on a policy.	None.
`accountDetails`	The editable account details form.	`refreshAccount`: an Automation Plugin call and an optional button `title`. Omit it to drop the refresh button. See Actions.
`billing`	The account balance, with invoices, payments, and delinquencies tabs, and a disburse-balance action.	None.

On account360, the quotes and accountDetails settings are nested under config by name: "config": { "quoteGroups": { … } } and "config": { "refreshAccount": { … } }.

Default Layouts

Neither page needs configuration. When a page is omitted, it shows a two-column layout, 2/3 and 1/3:

Page	Main column	Side column
`policy360`	`billing`, `workManagement`, `history`	`overview`, `documents`, `fnols`
`account360`	`policies`, `quotes`, `workManagement`	`accountDetails`, `billing`

Next Steps

Details Page