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            Insurance | Summarize Insurance Policyholder

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            Insurance | Summarize Insurance Policyholder

            Retrieves a summary of a policyholder account along with its policy, participant, asset, coverage and claim details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use Insurance Service Assistance: Einstein for Financial Services user permission
            See Common User Access for Standard Agent Actions.
            User Permissions Needed
            To execute actions in Agentforce: Insurance Service Assistance Agent 

            Action Details

            API Name SummarizeInsurancePolicyholder
            Reference Action Type Flow
            Does this action execute one or more prompt templates? Yes
            Required Setup Agentforce for Financial Services: Insurance Service Assistance

            SummarizeInsurancePolicyholder and Prompt Templates

            Creates a summary of a policyholder account along with its policy, participant, asset, coverage and claim details.

             
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