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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:
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InsuranceFSCISE_GetConsolidatedClaimsCount_Procedure
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Customize the claim consolidation behavior, such as read, count, and merge claims for household and non-household accounts.
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InsuranceFSCISE_ReadAccountClaims_Procedure
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Customize the claim count and claim filtering options based on the claim status.
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InsuranceFSCISE_ReadAllClaimsForConsolidatedView_Procedure
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Customize the pagination behavior when you plan to show a consolidated view of all claims.
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InsuranceFSCISE_ReadClaimKPIdetails_Procedure
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Customize the grouping and merging criteria for claims based on the claim status.
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InsuranceFSCISE_ReadClaimsForHouseholdAccount_Procedure
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Customize the criteria to retrieve claims and assets related to household accounts.
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InsuranceFSCISE_ReadClaimsForNonHouseholdAccount_Procedure
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Customize the criteria to retrieve claims and assets related to non-household accounts.
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InsuranceFSCISE_ReadClaimsTypesFromAccount_Procedure
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Customize the criteria to show the types of claims that are available for user accounts.
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InsuranceFSCISE_ReadRecordAlertsDismiss_Procedure
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Customize the criteria to dismiss record alerts.
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InsuranceFSCISE_ReadRecordAlertsSnooze_Procedure
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Customize the criteria to snooze record alerts.
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To customize an integration procedure:
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From the App Launcher, find and select OmniStudio.
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In the OmniStudio app, from the navigation bar, select OmniStudio Integration Procedures.
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To customize an integration procedure, click Procedure.
