创建 Apex 类,将报价 ID 和“待处理”值从流发送到保险承保规则调用 API。该类向承保规则调用 API 发送 POST 请求,并返回承保规则 API 名称及其执行状态。
创建自定义屏幕流,以获取用户输入并评估承保规则。
元素类型
元素名称
组件
描述
屏幕
输入输入
文本输入:报价 ID
文本输入:目标阶段
收集流的用户输入。
操作
发送 POST 请求
-
调用 Apex 类向保险承保规则调用 API 发送 POST 请求。
屏幕
显示结果
显示文本:承保规则详细信息
显示来自操作元素的 API 响应,其中包含承保规则 API 名称及其执行状态。
对于使用约束规则引擎的规则,API 响应还包括规则成功执行的项目的行项目 ID 和产品详细信息。
为报价对象创建自定义按钮。
从对象管理器中,将自定义按钮链接到流。
在产品管理员创建自定义按钮并配置自定义流后,保险代表可以单击自定义按钮并输入所需输入来启动流。
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