Claims Harmonization Overview

Claims harmonization involves moving claims data from custom objects in the Vlocity managed package object model to standard objects in the Salesforce object model. The Vlocity model supports the Asset → InsuranceClaim relationship between policies and claims. The Salesforce model supports the InsurancePolicy → Claim relationship between policies and claims. Services and LWCs are updated to work with claims data in the Salesforce data model.

In an org harmonized for claims:

• There are no references to the Vlocity Party model. ClaimParticipant replaces InsuranceClaimPartyRelationship and directly uses ContactId, AccountId, and InsurancePolicyParticipantId instead of using PartyId.

• The InsuranceClaimInvolvedInjury__c and InsuranceClaimInvolvedProperty__c custom objects are consolidated into the ClaimItem object. The ClaimItem.Category field designates the Claim Item as Involved Injury or Damaged Property.

• The ClaimLineItem__c object is split into these three objects to allow for specificity in object design:

  • ClaimCoveragePaymentDetail

  • ClaimCoveragePaymentAdjustment

  • ClaimCoverageReserveDetail

• The vlocity_ins__InsClaimReserveTransaction__c is replaced with ClaimCoverageReserveAdjustment.

For details on Claims harmonized objects and the field mappings for each object, see Vlocity InsuranceClaim__c to FSC Claim Harmonized Object Model Mapping.

This diagram shows a high-level view of Claims objects in the Salesforce data model.