Loading
Public Sector Documentation
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up the Respond to Claim Flow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Public Sector Solutions

            Set Up the Respond to Claim Flow

            Activate the Integration Procedures and the Omniscript guided flow that employer representatives use to verify claims and provide required information. Configure the custom setting that makes the flow available on your social insurance Experience Cloud site.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To activate Integration Procedures and Omniscripts: OmniStudio Admin
            To edit custom settings: Customize Application
            To access the Benefit Recertification Flow custom setting: Program and Benefit Management Access

            Activate the Integration Procedures to Get Employee-Provided Information

            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Expand SocialInsurance/CheckClaimResponseStatus, and then select CheckClaimResponseStatus (Version 1).
            3. In the Structure panel, select Procedure Configuration.
            4. Click Activate Version.
            5. Repeat the steps to activate these Integration Procedures.
              • SocialInsurance/LoadEmployeeResponsesForVerification - LoadEmployeeResponsesForVerification (Version 1)
              • SocialInsurance/GetContentDocumentsForEmployeeFiles - GetContentDocumentsForEmployeeFiles (Version 1)

            Activate the Integration Procedure to Capture Employer Responses

            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Make note of the namespace prefix for the Omnistudio package.
            3. From the App Launcher, find and select Omnistudio Integration Procedures.
            4. Expand SocialInsurance/CreateIndividualApplicationForClaimResponse, and then select CreateIndividualApplicationForClaimResponse (Version 1).
            5. At the bottom of the Structure panel, select Save-Responses.
            6. In the Properties panel, confirm that the Remote Class is <Omnistudio-namspace-prefix>.StoreResponses. If necessary, edit it to include the namespace prefix for your installed Omnistudio package.
            7. In the Structure panel, select Procedure Configuration.
            8. Click Activate Version.

            Activate the Respond to Claim Omniscript

            1. From the App Launcher, find and select Omniscripts.
            2. Expand SocialInsurance/RespondToClaim, and then select Respond to Claim (Version 1).
            3. Click Activate Version.

            Make the Respond to Claim Flow Available to Employer Representatives

            The Social Insurance Claim Flow custom setting determines the Omniscript guided flow that’s available to employer representatives when they respond to a claim on your Experience Cloud site. Update the custom setting to specify the type, subtype, and name of the Omniscript.

            1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            2. For Social Insurance Claim Flow, click Manage.
            3. To specify the custom setting data for the first time, click New. To edit existing data, click Edit.
            4. Specify these details about the Omniscript.
              1. For Language, enter English.
              2. For Subtype, enter RespondToClaim.
              3. For Type, enter SocialInsurance.
            5. Save your changes.

            Make sure to enable access to the Social Insurance Claim Flow custom setting in the profile that you set up for your Experience Cloud site users.

             
            Loading
            Salesforce Help | Article