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One-Time Payment for Policy Premium
Policyholder and admin users can now pay monthly or quarterly premiums directly from the policy in the Lex Console. Read on for instructions on how to make a one-time payment.
This option is not available for annual payments as that is handled in the Issue Policy business process.
One-Time Payment OmniScript
The one-time payment OmniScript is:
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Type/Subtype: insFSC/policypayment
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Version: LWC-PolicyPayment
The one-time payment option is visible on the Lex Console for policies where the paid-to date is earlier than today. This means that the tenure of the previous payment should have ended any time before the day you want to make the next payment.
Component Name |
Component Type |
What It Does |
What It Calls |
|---|---|---|---|
getPolicyDetails |
Omnistudio Data Mapper Extract Action |
Retrieves date from InsurancePolicy and converts it to data that can be displayed to the user. |
Ins_ExtFSCPolicyPaymentInfo_billPayOS |
policydetails |
Step |
Displays the policy details to the user along with payment options. |
None |
ach |
Step |
If selected by the user, displays a form to collect electronic check payment details. |
None |
CreditCard |
Step |
If selected by the user, displays a form to collect credit card details. |
None |
applyPayment |
Integration Procedure Action |
Creates a premium transaction and also reactivates a Pending Lapse policy if the premium paid is more than the requisite amount for that term. |
OneTimePayment |
transformForConfirmation |
Data Mapper Transform Action |
Retrieves details from policydetails and converts it to JSON to be displayed in the confirmation FlexCard. |
ins_transformForPaymentConfirmationOS |
paymentConfirmation |
Step |
Displays a payment confirmation message to the user. |
None |
Here's how policyholders and admin users can perform the payment from the Lex Console:
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Open the policy that you want to make the payment for and from Actions, the click One-Time Payment.
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Enter the Payment Date.
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Select a Method of Payment and click Proceed to Pay.
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Enter payment details and click Next.
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That's it! You see a confirmation if you payment is approved. To see your policy, click View Policy.
