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Clone and Activate the Proof of Insurance Omniscript
Clone and activate the FSCIns/RequestInsuranceProof OmniScript. This Omniscript gives your users a guided path for requesting the insurance proof. Use the Omniscript as it is, or customize it to meet the needs of your business.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To set up the Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- From the App Launcher, find and select Omnistudio.
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In the Omnistudio app, from the navigation bar, select OmniScripts.
It can take a little time for the Omniscripts app to open.
- If Standard Omnistudio Runtime is disabled, turn it on.
- Select FSCIns/RequestInsuranceProof.
- Click New Version.
- Click Activate Version.
