You are here:
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.
Did this article solve your issue?
Let us know so we can improve!
