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            Building Blocks of Your Workflow

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            Building Blocks of Your Workflow

            Pre-configured tools in Insurance give you a head start on a financial authorization workflow. These tools drive records through the financial authorization workflow by evaluating whether users have the authority to pay or approve amounts. Based on the results of this evaluation, the tools update status values in claims, claim coverages, and claim coverage payment details.

            Diagram that shows financial authority processes that run when a user clicks Pay

            Pre-configured tools are the building blocks of your workflow. They're configured to use Pending Authority, Authority Approved, and Authority Denied status values by default. If you decide to use different status values, make sure you reconfigure each building block.

            Workflow Building Block

            Default Status Values

            InsClaimItemService: claimCoverageValuation

            InsClaimItemService: claimCoverageValuation verifies that users have the authority to pay or approve amounts in different types of financial activities.

            As part of your setup, you add a Remote Action to the Integration Procedure that's specified for ClaimInitiatePaymentIP in the Insurance Configuration Setup custom setting. Configure this remote action to call InsClaimItemService: claimCoverageValuation. Add remote options to set the status of the claim, claim coverage, or claim coverage payment detail if a user doesn't have the authority to pay or approve the requested amount.

            • AuthorityFailClaimStatus: Pending Authority

            • AuthorityFailClaimCoverageStatus: Pending Authority

            • AuthorityFailClaimCoveragePaymentDetailStatus: Pending Authority

            Add another remote option to skip the claim coverage payment detail valuation if a record's status indicates that it's already been through the approval process.

            • ClaimCovPaymentDetailStatusBypassFinancialAuthorityValuation: Authority Approved

            When users click Pay on a loss or expense, InsClaimItemService: invokeInitiatePaymentIP calls the Integration Procedure that's specified for ClaimInitiatePaymentIP. By configuring the Integration Procedure with the claim coverage valuation service, you make a check of financial authority a standard part of your claim payment process.

            Claim Financial Settings

            Claim Financial Settings specify statuses of records that are pending or require approval.

            These setting values must match the ones used for InsClaimItemService: claimCoverageValuation remote options in the Integration Procedure that's specified for ClaimInitiatePaymentIP.

            • Claim Coverage Pending Authority Status = Pending Authority

            • Claim Coverage Payment Detail Pending Authority Status = Pending Authority

            • Claim Pending Authority Status = Pending Authority,Authority Denied,Authority Approved

            Post-Approve Flow

            As part of your setup, you configure a flow that takes required actions when an approver approves a user's financial authorization request.

            The Start element specifies that the flow is triggered when a Claim has a given financial authority status.

            • FinancialAuthorityStatus = Authority Approved

            The Get Record element of this flow gets records with a given status.

            • ClaimCoverageSourceStatus = Pending Authority

            • ClaimCovPaymentDetailSourceStatus = Pending Authority

            The Update Record element updates status values.

            • ClaimCoverageTargetStatus = Open

            • ClaimCovPaymentDetailTargetStatus = Authority Approved

            Post-Reject Flow

            You also configure a flow that takes required actions when an approver rejects a user's financial authorization request.

            The Start element specifies that the flow is triggered when a Claim has a given financial authority status.

            • FinancialAuthorityStatus = Authority Denied

            The Get Record element of this flow gets records with a given status.

            • ClaimCoverageSourceStatus = Pending Authority

            • ClaimCovPaymentDetailSourceStatus = Pending Authority

            The Update Record element updates status values.

            • ClaimCoverageTargetStatus = Open

            • ClaimCovPaymentDetailTargetStatus = Authority Denied

             
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