You are here:
Configure the Group Benefits Small Group Quoting Omniscript for Health Cloud
The Small Group Quoting Omniscript creates a quote for a small group plan. Configure the Omniscript with details about the custom Producer field and the document generation Omniscript. To meet specific business requirements, you can customize the Omniscript.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Health Cloud, the Insurance managed package, and the Insurance Industries Extension managed package |
| User Permissions Needed | |
|---|---|
| To edit Omniscripts: | Omnistudio Admin permission set |
To create quote documents, the Small Group Quoting Omniscript runs a separate Document Generation Omniscript for Group Benefits. Instead of using this Document Generation Omniscript, you can use a custom Omniscript or the server-side document generation Omniscript included with Omnistudio. See Omnistudio Server-Side Document Generation.
Before you configure and activate the Small Group Quoting Omniscript, activate the Group Benefits Document Generation Omniscript or whichever Omniscript you use to create quote documents.
- From the App Launcher, find and select OmniScripts.
- Click GroupBenefits/SmallGroupQuoting, and then open the latest version of the Small Group Quoting Omniscript.
- Click New Version.
-
Update the namespace for the Producer field.
- Select the SetQuoteValues step.
- In the Properties panel, click Edit Properties As JSON.
- In the additionalFields node, in the “vlocity_ins__PrimaryProducerId__c": “%BrokerId%” line, replace vlocity_ins with v_ins_fsc.
-
Enter details about the Omniscript that generates a quote document.
- Select the ShowQuoteStatus step.
- To select the CreateQuoteDocument Navigate action in the step, click $standardLabel.GroupBenefitsOmniStudioLabels.GenerateQuoteDocument.
-
In the Properties panel, enter details about the Omniscript that creates quote
documents. To use the Group Benefits Document Generation Omniscript included with
Health Cloud, enter these values. If you use a custom Omniscript, enter values
specific to your custom Omniscript.
Field Value Omniscript Layout Lightning Type GroupBenefits SubType DocumentGeneration Language Multi-Language Omniscript Prefill c__quoteRecordId=%quoteId% Validation Required None
- Click Activate Version.
- To customize the Omniscript, click New Version, edit Omniscript elements, and activate your customized version.
