Setup and Configuration of the Cancel Insurance Policy Service Process
Use Service Process Studio to enable the Cancel Insurance Policy service process to give your service reps an easy-to–follow process for capturing insurance policy cancellation requests of your customers.
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 |
|---|---|---|
| API Endpoint | /api/policies/cancel | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSCINS_PolicyCancellation | Calls the API to submit a client’s request in the core banking system. |
| Apex | PCHelperFunctions And PolicyCancellationIntegPrvd |
Implements the business logic required for the service process integration. |
| Omniscript | FSCINS_PolicyCancellation | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Cancel Insurance Policy | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Cancel Insurance Policy | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCINS/PolicyCancellation/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Cancel Insurance Policy Service Process
To use the Cancel Insurance Policy service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Cancel Insurance Policy Service Process
Turn on Financial Services Cloud Integrations and connect your insurance management system to Salesforce. - Create an Integration Definition for the Cancel Insurance Service Process
The Cancel Insurance Policy service process uses the FSCINS_PolicyCancellation integration definition. It calls the API to submit the client’s policy cancellation request to the insurance management system. You can use this integration definition, or create your own. - Clone the Omniscript for the Cancel Insurance Policy Service Process
Give your users a guided path for completing the request intake process in the Cancel Insurance Policy service process. Use the Omniscript as it is, or customize it to meet your business needs. - Clone the Cancel Insurance Policy Salesforce Flow
Show your users the step-by-step instructions to submit an insurance policy cancellation request for a client. You can customize the flow to meet your business needs. - Include Your Company Logo in Cancel Insurance Policy Service Process Communications
Use your company logo in an email template and use the template with the Cancel Insurance Policy service process for customer interactions. - Create a Cancel Insurance Policy Service Process from a Template
Create a unique version of the Cancel Insurance Policy service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Cancel Insurance Policy Service Process
Create data attributes to store information that a customer provides. The Cancel Insurance Policy service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Cancel Insurance Policy Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Policy Cancellation Omniscript. If you have an existing action launcher deployment, add the Policy Cancellation Omniscript to it. - Add the Cancel Insurance Policy Action to the Account Page
Add the Cancel Insurance Policy action launcher component to the account page layout to give your users quick access to the Cancel insurance Policy Omniscript.
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