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FlexCard–Based Policy 360 Component for Financial Services Cloud
To configure the FlexCard-based Policy 360 component, assign OmniStudio permissions and the FSC Insurance permission set license to users, and customize the FlexCards, Integrations Procedures, and Data Mappers. FlexCards provide an improved user experience and simpler configurations. The FlexCard component can show contextualized information in an at-a-glance format. You can easily embed FlexCards in other FlexCards and show more details on demand by using a flyout. By using this comprehensive view, agents can easily scan the available details and resolve customer queries quickly.
Apart from supporting the capabilities of the existing Lightning-based Policy component for Insurance, the FlexCard-based Policy 360 component:
- Supports custom field and action configurations based on the policy type.
- Offers enhanced search capability based on insured item and policy number.
- Shows all policies associated with an individual irrespective of the role, such as policy holder and beneficiary.
- Supports a high volume of approximately 50–500 policies per account or household.
Perform these actions to set up the FlexCard-based Policy 360 component.
- Assign the Permission Set License to FSC Insurance Users
To access insurance objects and features, users need the FSC Insurance permission set license. - Assign OmniStudio Permissions to FSC Insurance Users
Give users access to OmniStudio so that the users can create and run OmniScripts, Data Mappers, FlexCards, and Integration Procedures. - Give FSC Insurance Users Access to Additional Objects (Optional)
Give agents access to the master list of coverage types. With access to this list, an agent can better sell policies and help customers with their existing policies. To let an agent handle many-to-many relationships between claims and cases, claims and assets, and assets and policy participants, enable many-to-many relationships. For example, when many-to-many relationships are enabled, an agent can handle multiple claims through one case or have multiple cases handling one claim. Unlock the capability to let multiple producers work on the same policy. A large commercial insurance policy typically requires a team of agents and service reps to work in tandem to manage the policy. After you enable these options, you can't disable them. - Customize the FlexCard–Based Policy 360 Component
Customize the OmniStudio FlexCards, Integration Procedures, and Omnistudio Data Mappers to suit your business needs.
