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            Clone and Activate the Process Insurance Proof Request Flow

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            Clone and Activate the Process Insurance Proof Request Flow

            Use the Process Insurance Proof Request orchestration to show your service reps the step-by-step instructions to submit an insurance proof request for a user. Customize the flow to meet your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Clone the Process Insurance Proof Request orchestration template and activate a new version in your org. The orchestration provides a declarative process automation that contains a sequence of stages and steps. A stage contains interactive and background steps. Interactive steps have an assigned user and run a designated screen flow. Background steps launch a flow that’s automatically run by the system and requires no user interaction. The interactive and background steps are required to fulfill the request for proof of insurance that is submitted.

            A service rep working on a case uses the Process Insurance Proof Request orchestration to review an insurance proof request, submit the request, and either update the case record or notify the case owner that the update failed. The orchestration contains these business stages.

            • Notify Account and Close Case: If the insurance proof can be created, email the policy holder that a request was made for a proof of insurance and that the proof is available for download for a specified period. If the proof of insurance was created, the case associated with the request is closed.
            • Notify Case Owner of Failed Request: Assigns a work item to the service catalog request record owner that notifies them that the insurance proof request failed. To customize the failure message shown to the record owner, update the Display Service Request Status Screen element in the Service Process: Show Asynchronous Apex Action Callout Status flow.
            • Create and Activate the Orchestration Flow
              Create an orchestration flow that creates an insurance proof for an account, notifies service reps that the proof is downloadable, and closes the case associated with the request.
            • Create an Apex Class
              Create an Apex class to send an email with attachment to the user who requests an insurance proof.
            • Update the Flow to Call the Apex Class
              Call the Apex class to send an email with attachment to the policyholder when a case is closed by updating the Send Email with Attachment To Policy Holder action in the Flow.
             
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