Invocable Actions Added for Insurance Winter '24

Use the new invocable actions for Insurance.

• Generate user inputs and fact ratings

  Use the Generate User Inputs action

• Rate insurance products as part of the Group Benefits Rating business process

  Use the Rate Products action.

• Create contact records for group census members

  Use the Create Contacts action.

• Create person account records of a specified type for group census members

  Use the Create Accounts action.

• Create user records with the IsPortalUser property enabled for group census members

  Use the Create Portal Users action.

• Create insurance policies for specified primary members and their dependents by enrolling them into subscribed plans

  Use the Enroll Members action.