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Insurance Insurance Policy Record Header Component
This component shows brokers a snapshot of data about the insurance policy they're looking at.
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FlexCard: insInsurancePolicyHeader
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LWC: cfInsInsurancePolicyHeader
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Master Label: Insurance Insurance Policy Record Header
Here's what the Insurance Policy Record Header component looks like when it's rendered in the Broker site:
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Policy icon.
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The name of this policy.
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The account name attached to this policy.
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The effective date of this policy.
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The type of policy.
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The total premium for this policy.
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Weather information at the policyholder's location.
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Status of this policy.
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Map showing the location of the policyholder.
FlexCard Structure
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insRecordHeader Custom LWC
This LWC structures data pulled from the record by the data source and adds the weather component from Google.
Data Sources Called by this Component
This component calls an Integration Procedure named InsRecordHeaderInsurancePolicy_getDetails as its data source.
If you want to change what data is pulled into the Insurance Insurance Policy Record Header, you can open and make changes to this Integration Procedure.
The JSON output of this Integration Procedure looks like this:
{
"recordImage": "https://url.to/companylogo.jpg",
"recordName": "Edge Communications",
"fallbackIcon": "standard:account",
"backgroundImage": "https://maps.googleapis.com/maps/api/staticmap?center=Salesforce%20Tower&size=400x300&key=API_KEY",
"fields": {
"Address": "123 Front St. San Francisco, CA 94040",
"Lead Agent": "Aaron Smith",
"Client Phone": "(512) 757-6000",
"Total Premium": "$3,100.00",
"Total Commission": "$425.00"
},
"weather": {
"icon": "http://openweathermap.org/img/wn/10d.png",
"description": "Sunny",
"temperature": 75
},
"status": {
"value": "Active",
"fontColor": "#0070d2",
"backgroundColor": "#b0c4df"
}
}