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            What's In Issue Policy OmniScript

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            What's In Issue Policy OmniScript

            In the OmniScript Designer, the Issue Policy OmniScript has steps to get quote and payment information, to set payment, and to update status.

            1. getQuoteDetails

            2. getQuoteInformation

              • Component type: Omnistudio Data Mapper Extract Action

              • What it does: Extracts product and account information from the quote.

              • Calls: Ins_ExtrQuoteDetails_IssueOS

            3. setQuoteInformation

              • Component type: Set Values

              • What it does: Sets values for a number of quote elements

              • Calls: None

            4. quoteDetails

              • Component type: Step

              • What it does: Includes the following subcomponents:

                • quoteNumber

                • quoteEffectiveDate

                • quotePremium

                • quoteTerm

                • billType

              • Calls: None

            5. paymentPlanSetUp1

              • Component type: OmniScript

              • What it does: Calls another OmniScript that lets the user set up a payment plan.

              • Calls: ins/SetupPaymentPlan OmniScript

            6. setPaymentAmount

              • Component type: Set Values

              • What it does: Sets values for a number of billing elements.

              • Calls: None

            7. IssuePayment1

              • Component type: OmniScript

              • What it does: Lets a user pay their premium in real time.

              • Calls: ins/IssuePayment OmniScript

            8. createUpdatePolicy

              • Component type: Integration Procedure Action

              • What it does: Creates a policy record.

              • Calls: Insurance_CreatePolicy Integration Procedure

            9. applyPremiumPayment

              • Component type: Integration Procedure Action

              • What it does: Applies a premium paid via the IssuePayment OmniScript in step 7 to the policy record.

              • Calls: Insurance_IssuePayment

            10. readPolicyforconfirmation

              • Component type: Data Mapper Extract Action

              • What it does: Extracts data about the policy, the product, and the payment.

              • Calls: readPolicyLwc

            11. UpdateQuoteStatus

              • Component type: Data Mapper Post Action

              • What it does: Updates the quote status.

              • Calls: UpdateQuoteStatus

            12. CreatePolicyParties

              • Component type: Integration Procedure Action

              • What it does: Creates a record of the policyholder as a party.

              • Calls: PolicyholderParty_Create Integration Procedure

            13. CreateProducerParty

              • Component type: Integration Procedure Action

              • What it does: Creates a party record for the broker who sold the insurance policy.

              • Calls: ProducerParty_Create

            14. policyConfirmation

              • Component type: Step

              • What it does: Contains the following subcomponents:

                1. Congrats: A Text Block that congratulates the user on purchasing the policy.

                2. CustomLWC1

                  • Component type: Custom LWC

                  • What it does: Displays confirmation of the policy purchase, with purchase data.

                  • Calls: vlocity_ins__insOsConfirmation

                3. textBlock2: A Text Block that includes contact information for the insurer.

                4. viewPolicy

                  • Component type: Navigate Action

                  • What it does: Provides navigation

              • Calls: None

             
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