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Record Alerts for Insurance Property & Casualty
Alert your agents to changes in client records that require action. Using Record Alerts, agents can scan records for notifications that show information from your core banking system or from alerts that are stored in Salesforce.
Record alerts help agents decide what needs attention now or soon. For example, if an agent sees a low balance alert on the financial account that funds withdrawals, the agent can notify the client to transfer funds and avoid overdrafts. Agents can snooze alerts for later and dismiss them.
Use hierarchical alert model to surface key child object alerts in the Client 360. The hierarchical alerts focuses on these features:
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Policy alerts aggregated at the Account level
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Policy alerts aggregated at the Person account level
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Aggregation messaging to help agents understand how many alerts were aggregated, on which account, and which category of alert they belong to
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Business API discerns the hierarchical relationship between these objects and allow display of alerts at multiple levels in the interaction console
NoteBusiness API is specific to Financial Service Cloud use case of Person Account, Financial Account, and Financial Account Transactions.
Create custom severity values for record alerts. Group similar record alerts by creating record alert categories. With Business APIs, aggregate and show alerts for financial account transactions, financial accounts, and person accounts in a hierarchical view. To learn more about record alerts, see Set Up Record Alerts.
- What You Can Do With the Record Alerts?
Property & Casualty application is customised to support these record alerts on Insurance Policy 360 console:
