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Invocable Actions for Insurance Claims Management
Use the invocable actions in Salesforce Flows to manage claims.
Required Editions
| View supported editions. |
| invocable Action | description |
|---|---|
| createPolicyLimits | Use this action to create insurance policy limit records for policy coverage and root attributes. |
| verifyPolicyCoverage | Use this action to verify the coverage of an insurance policy. |
| createClaim | Use this action to create a claim. |
| updateClaim | Use this action to update a claim. |
| getClaim | Use this action to get details of a claim. |
| invokeUnderwritingRules | Use this action to invoke underwriting rules for different insurance object records at run time. |
| openClaimCoverage | Use this action to open a claim coverage. |
| updateClaimCoverage | Use this action to update a claim coverage. |
| getInsPolicyCurrentStandings | Use this action to get the current standings of the insurance policy limits. |
| calculateAdjustments | Use this action to calculate the adjusted amount for a loss item. |
| createClaimCvrPaymentDetail | Use this action to create a claim coverage payment detail record. |
| editClaimCvrPaymentDetail | Use this action to change the details in a claim coverage payment detail record. |
| cancelClaimCvrPaymentDetail | Use this action to cancel a claim coverage payment detail record. |
| deleteClaimCvrPaymentDetail | Use this action to delete a claim coverage payment detail record. |
| payClaimCvrPaymentDetail | Use this action to pay a claim coverage payment detail record. |
| payClaimCvrPaymentDetailInBulk | Use this action to pay multiple claim coverage payment detail records in bulk and receive a request ID to track the payment status. |
| recalculateAdjustments | Use this action to calculate the adjusted amount for a loss item when you update the claimed amount in a claim coverage payment detail record. |
| payExGratiaClaimCvrPymtDetail | Use this action to process an ex gratia payment for a loss-type claim coverage payment detail record. |
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