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            Required Omniscript Components for the Request Insurance Proof Service Process

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            3. Financial Services Cloud Admin Guide

            Required Omniscript Components for the Request Insurance Proof Service Process

            Verify that the required components are in place in Salesforce to support the Request Insurance Proof service process. The Proof of Insurance Omniscript calls these Integration Procedures, Omnistudio Data Mappers, Flexcards, and Apex classes.

            Required Editions

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

            Integration Procedure Actions:

            • FSCInsRqstInsPrf_FetchAssetsorParticipants
            • FSCInsRqstInsPrf_FetchPolicies
            • FSCInsRqstInsPrf_GetSelectedPolicyDetails
            • FSCInsSelfService_SetServiceProcessAccountContext_Procedure
            • FSCInsServiceProcess_GetAccountDetails_Procedure

            Flexcards:

            • FSCInsRqstInsPrfAssetsSummary
            • FSCInsRqstInsPrfCallScript
            • FSCInsRqstInsPrfDisplayAssetsHeader
            • FSCInsRqstInsPrfDisplayAssetsInfo
            • FSCInsRqstInsPrfDisplayParticipantsHeader
            • FSCInsRqstInsPrfDisplayParticipantsInfo
            • FSCInsRqstInsPrfDisplayPolicyDetails
            • FSCInsRqstInsPrfParticipantsSummary
            • FSCInsServiceProcessDisplayNewCaseConfirmationIcon
            • FSCInsServiceProcessDisplayNewCaseConfirmationIcon
            • FSCInsServiceProcessShowAccountDetails

            Data Mappers:

            • FSCInsGetAccountId
            • FSCInsRqstInsPrfGetAllPolicies
            • FSCInsRqstInsPrfGetPolicies
            • FSCInsRqstInsPrfGetPolicyAssets
            • FSCInsRqstInsPrfGetPolicyCoverages
            • FSCInsRqstInsPrfGetPolicyParticipants
            • FSCInsRqstInsPrfPdfMapper
            • FSCInsRqstInsPrfTransformPolicies
            • FSCInsRqstInsPrfTransformPolicyAssets
            • FSCInsRqstInsPrfTransformPolicyDates
            • FSCInsRqstInsPrfTransformPolicyDetails
            • FSCInsRqstInsPrfTransformPolicyParticipants
            • FSCInsServiceProcessExtractAccountDetails

            Apex Classes:

            • FSCInsRqstinsPrfHelperFunction: Creates Case and Service Request by using Salesforce ConnectApi
            • FSCInsUtilityClass: Utility class used in apex class
             
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