Provided Flows for Common Service Requests in Retail Banking and Insurance

Several flows for common service requests in retail banking and insurance are included with the Lightning Flow for Financial Services Cloud package.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Flows for Retail Banking
Flow	Purpose
Activate Card	Activate a new debit or credit card linked with a financial account.
Close Account	Close a financial account.
Dispute Transactions	Dispute one or more transactions for a financial account.
Issue New Card	Issue a new card for a financial account and send it to the customer’s billing or shipping address.
Order Checks	Send checks for a financial account to the customer’s billing or shipping address.
Send Documents	Send various financial documents for an account to the customer’s billing or shipping address.
Send Statement	Email an account statement or send it to the customer’s billing or shipping address.
Update Address	Change the address associated with a financial account.
Update Billing Date and Frequency	Change the billing date and frequency for a financial account.
Update Card Limits	Update the daily withdrawal or credit limit for a card associated with a financial account.
Update Communication Preferences	Update a customer’s communication preferences. The preferences include email, phone, marketing, and fax.
Waive Fees	Waive the fees levied on a financial account.

Flows for Insurance
Flow	Purpose
Add Beneficiary to Policy	Add a beneficiary to a life or home insurance policy.
Add Driver to Auto Policy	Add a driver to an auto insurance policy.
Cancel Policy	Cancel an insurance policy.
Initiate FNOL	Initiate the first notification of loss for an insurance policy.
Initiate Loan Against Policy	Initiate a loan against a policy at the customer’s request.
Send Documents	Send policy-related documents for an insurance policy to the customer’s billing or shipping address.
Update Communication Preferences	Update a policyholder’s communication preferences. The preferences include email, phone, marketing, and fax.
Update Customer Details	Update policyholder information, such as name, email address, and phone number.
Update Lienholder	Change the lienholder on a home or auto insurance policy.
Update Policy Beneficiary Details	Update a policy beneficiary’s information, such as name, email address, phone number, and share percentage.
Update Premium Payment Date and Frequency	Change the premium payment date and frequency for an insurance policy.
Update Premium Payment Method	Change the current method or add a method for paying the premium of an insurance policy.

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