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            Direct Billing and Auto Pay

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            Direct Billing and Auto Pay

            Policyholder, agents, and admin users can set up the option of either automatic payments for their insurance premiums or they can have bills sent directly to them and take responsibility of paying it on time.

            Direct Billing and Auto Pay OmniScript

            The direct billing and auto pay OmniScript is available in the OmniStudio OmniScript Designer under:

            • Type/Subtype: insFSC/setUpDirectBilling

            • Version: SetUpDirectBilling

            Here's what's in OmniScript:

            Component Name

            Component Type

            What It Does

            What It Calls

            getPolicyDetails

            Omnistudio Data Mapper Extract Action

            Retrieves date from InsPolicy and Policy. It then converts the data so that it can be displayed to the user.

            InsGetPolicyDetails

            getAccountInformation

            Data Mapper Extract Action

            Extracts data from Account and converts it to JSON output.

            Ins_ReadAccountDetails_PaymentPlanOS

            billingOptionsSetUp

            Step

            Displays the form for the user to select a billing option.

            None

            billMethod

            Step

            Displays the form for the user to select a payment method.

            None

            setUpPaymentMethods

            Step

            Displays the form for the user to enter more information about the payment method.

            OneTimePayment

            createPaymentMethod

            Data Mapper Post Action

            Takes the user data and assigns it to fields in setUpPaymentMethods.

            Ins_PostPaymentMethod_FSCPaymentPlansOS

            setUpPaymentMode

            Step

            Displays the form to select a payment frequency.

            None

            createBillingAccountAutoPay

            Data Mapper Post Action

            If the user selected Auto pay, this component takes the user data and assigns it to fields in billMethod and setUpPaymentMode.

            Ins_PostFSCBillingAccount_PaymentPlanOS

            createBillingAccountDirectBill

            Data Mapper Post Action

            If the user selected direct billing, this component takes the user data and assigns it to fields in billMethod and setUpPaymentMode.

            ns_PostFSCDirectBillingAccount_PaymentPlanOS

            updatePolicyBillingDetails

            Data Mapper Post Action

            Assigns values to the payment due date and frequency.

            updatePolicyDetails_BillingSetUpOS

            transformForConfirmation

            Data Mapper Transform Action

            Retrieves details from policydetails and converts it to JSON to be displayed in the confirmation FlexCard.

            transForConfirmation_DirectBillingOS

            confirmationStep

            Step

            Displays a payment confirmation message to the user.

            None
            • Direct Billing
              Policyholders, agents, and admin users can set up direct billing from the Lex Console.
            • Auto Pay
              Policyholders, agents, and admin users can set up automatic payments from the Lex Console.
             
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            Salesforce Help | Article