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