Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          How Does Auto Claims Initiate Recovery Work

          How Does Auto Claims Initiate Recovery Work

          The claim recovery workflow is built using the ClaimRecovery OmniScript. You can find this OmniScript in OmniStudio OmniScripts under:

          • Type/Subtype: ins/ClaimRecovery

          • OmniScript Name: ClaimRecovery

          Here's a look at each component in the OmniScript:

          Component Name

          Component Type

          What It Does

          What It Calls

          getClaimId

          DataRaptor Extract Action

          It extracts details of the claim payment.

          ins_ClaimDataRecoveryExtract

          SelectionBlock

          Step

          Displays the screen to select coverage items to initiate recovery.

          None

          getRecoveryData

          DataRaptor Transform Action

          Transforms the claim data into a more suitable format.

          insTransformRecoveryData

          RecoveryData

          Step

          Displays the screen to enter recovery details.

          None

          AccountProcessing

          Integration Procedure

          Gets payment details, creates a new account (if required), and transforms the data into a condensed format.

          ins_AccountProcessing

          StepConfirmation

          Step

          Displays the confirmation screen with the details of the recovery record initiated.

          None

           
          Loading
          Salesforce Help | Article