Setup and Configuration of the Report First Notice of Loss for Homeowners Service Process
Use Service Process Studio to enable the Report First Notice of Loss for Homeowners service process to give your service reps a simple workflow for capturing customer requests to report the First Notice of Loss for Homeowners.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| Type | Name | What it does |
|---|---|---|
| Apex | PropertyFNOLHelperFunctions | Implements the business logic required for the service process integration. |
| Omniscript | FSCINS/FNOLHomeInsurancePropertyDamageQuestionnaire And FSCINS/FNOLHomeOwnersInsurance |
Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Flow Orchestrator Work Guide | Process Report First Notice of Loss for Homeowners |
Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Report First Notice of Loss for Homeowners | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCINS/FNOLHomeOwnersInsurance/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Report First Notice of Loss for Homeowners Service Process
To use the Report First Notice of Loss for Homeowners service process, assign the relevant permissions to your users. - Add Assessment Questions in the Report First Notice of Loss for Homeowners Service Process
Help your service reps capture accurate claim details from homeowners using a pre-built discovery framework sample questionnaire for First Notice of Loss request. - Clone the Omniscript for the Report First Notice of Loss for Homeowners Service Process
Give your users a guided path for completing the request intake process in the Report First Notice of Loss for Homeowners service process. Use the Omniscript as it is, or customize it to meet your business needs. - Clone the Report First Notice of Loss for Homeowners Salesforce Flow
Show your users the step-by-step instructions to submit a First Notice of Loss for Homeowners request for a client. You can customize the flow to meet your business needs. - Create a Report First Notice of Loss for Homeowners Service Process from a Template
Create a unique version of the Report First Notice of Loss for Homeowners service process to provide a personalized and seamless experience for your users. - Create a Report First Notice of Loss for Homeowners Action
Create an action launcher deployment that uses the service process template to give your users quick access to the First Notice of Loss for Homeowners Omniscript. If you have an existing action launcher deployment, add the First Notice of Loss for Homeowners Omniscript to it. - Add the Report First Notice of Loss for Homeowners Action to the Account Page
Add the Report First Notice of Loss for Homeowners action launcher component to the account page layout to give your users quick access to the Report First Notice of Loss for Homeowners Omniscript. - Add the Report First Notice of Loss for Homeowners Action to the Policy Record Page
To enable your users to quickly access the Report First Notice of Loss for Homeowners Omniscripts, add the Report First Notice of Loss for Homeowners action launcher to the policy record page layout. - Configure State and Country or Territory Picklists for Report First Notice of Loss for Homeowners Service Process
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country/Territory picklists. Configuring picklists ensures continuity and data integrity with existing state, country, and territory data and customizations.
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