Customize FlexCard-Based Claim 360 by Using Integration Procedures

Customize integration procedures in OmniStudio.

OmniStudio Integration Procedures are declarative, server-side processes that run multiple actions in a single-server call. Integration procedures can read and write data from Salesforce and external systems using REST API calls and call Apex code.

You can customize these integration procedures:

• InsuranceFSCISE_GetConsolidatedClaimsCount_Procedure

  • Customize the claim consolidation behavior, such as read, count, and merge claims for household and non-household accounts.

• InsuranceFSCISE_ReadAccountClaims_Procedure

  • Customize the claim count and claim filtering options based on the claim status.

• InsuranceFSCISE_ReadAllClaimsForConsolidatedView_Procedure

  • Customize the pagination behavior when you plan to show a consolidated view of all claims.

• InsuranceFSCISE_ReadClaimKPIdetails_Procedure

  • Customize the grouping and merging criteria for claims based on the claim status.

• InsuranceFSCISE_ReadClaimsForHouseholdAccount_Procedure

  • Customize the criteria to retrieve claims and assets related to household accounts.

• InsuranceFSCISE_ReadClaimsForNonHouseholdAccount_Procedure

  • Customize the criteria to retrieve claims and assets related to non-household accounts.

• InsuranceFSCISE_ReadClaimsTypesFromAccount_Procedure

  • Customize the criteria to show the types of claims that are available for user accounts.

• InsuranceFSCISE_ReadRecordAlertsDismiss_Procedure

  • Customize the criteria to dismiss record alerts.

• InsuranceFSCISE_ReadRecordAlertsSnooze_Procedure

  • Customize the criteria to snooze record alerts.

To customize an integration procedure:

1. From the App Launcher, find and select OmniStudio.

2. In the OmniStudio app, from the navigation bar, select OmniStudio Integration Procedures.

3. To customize an integration procedure, click Procedure.