Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            InsClaimService:invokeProductRules

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            InsClaimService:invokeProductRules

            Use this service in claim flows to invoke underwriting rules you've added to a product.

            For example, if you'd added rules that send claims above a certain dollar amount to an underwriter for approval, this service invokes those rules.

            Class: InsClaimService

            Method: invokeProductRules

            How It Works

            1. The service finds the claim object based on the objectID and extracts the products for that object based on that objectID.
            2. Looks for the specified transitionName.
            3. Runs the rules associated with the product and applicable to the transitionName.

              Evaluates each Involved Party instance and/or Involved Property instance separately for each claim product rule.

            4. If any of the rules evaluate to true, the service executes the Vlocity action specified in those rules.

              For example, if the action specifies that a task be created, the service creates a task.

            5. Looks for the value of the includeStateTransition option. If the value = true, the service looks for the state model for this object, finds the fieldAPIName value, and changes that value based on the transition.
            6. Outputs the results of the evaluation for each rule on each Involved Party and/or Involved Property instance.

            Remote Options

            Option

            Description

            includeStateTransition

            If true, the service changes the state field specified in the state model's fieldAPIName to the state specified in the transition.

            If false, the service does not do any state transition.

            objectId

            The Claim Id or Claim Coverage Id to be queried.

            transitionName

            The state transition name associated with the rules you want to run.

            The service will run only rules associated with the transitionName you specify.

            To find a Transition Name, go to the state model for this object.

            mode

            If objectId is a Claim Id, there are two possible mode values: ItemMode or CoverageMode. The mode parameter specifies what objects are evaluated for that Claim Id.

            • Use ItemMode (the default) to evaluate product rules with Applicable Type defined as Claim. The service applies these rules to every ClaimItem record associated with the Claim Id. With ItemMode , the objects that are available to the rules engine are ClaimItem and Claim objects.

              ItemMode is helpful for opening claim coverages at the end of a first notice of loss (for example, for the transition from Draft to Open). Imagine an auto accident involving two vehicles and three people. Any rules that evaluate as true can be used to call actions that call integration procedures to do things such as open the correct Claim Coverage for each Claim Item. Claim Coverages can include Collision for the first-party vehicle, Property Damage for the third-party vehicle, Bodily Injury for one of the drivers, and so on.

            • Use CoverageMode to evaluate product rules with Applicable Type defined as Claim Coverage. The service applies these rules to every Claim Coverage record associated with the ClaimId. With CoverageMode, the objects that are available to the rules engine are ClaimCoverage, InsurancePolicyCoverage, and Claim objects.

              CoverageMode is helpful when running rules against all Claim Coverages on a claim. For example, use CoverageMode when determining if any waiting period rules apply. Such rules can trigger the transition from Open to Denied.

            If objectId is a Claim Coverage Id, the rules engine evaluates product rules with Applicable Type defined as ClaimCoverage. The service applies these rules to a single ClaimCoverageId. In this case, mode isn’t used because the service evaluates only one object, not multiple lower-level objects.

            falseTransitionState

            Optional.

            The state the service transitions the object to when all rules run by the service evaluate to false.

            The service transitions the object to this state only if includeStateTransition = true.

            Input JSON

            This service doesn't use anything in the input JSON.

            Output JSON

            The service returns the rule evaluation for each instance of an Involved Property and/or Involved Party.

            For this example, the inputs are:

            • objectId = claimId

            • transitionName = rule transition name

            {
    "stateTransit": " updated ClaimStatus__c from Open to Closed",
    "canTransitState": true,
    "allFalse": false,
    "falseRules": {
        "Involved Property_a3lf4000000pcFUAAY": [
            {
                "ruleDetails": {
                    "instanceKey": "Involved Property_a3lf4000000pcFUAAY",
                    "involvedItemId": "a3lf4000000pcFUAAY",
                    "requirement name": "Maximum Aggregation Rule",
                    "conditions": "Pet.petType == 'dog' AND Pet.petBreed == 'Alaskan Husky' AND ptandev2__InsuranceClaim__c.ptandev2__ClaimStatus__c == 'Open'",
                    "message": "TestMessage",
                    "action method": "Product_Rule",
                    "action class": "IntegrationProcedureService",
                    "productId": "01tf4000004mGyhAAE",
                    "transitionName": "OpenToClosed",
                    "objectId": "a3qf4000000KtfKAAS"
                }
            }
        ],
        "Involved Injury Cat Husky_a3kf4000000pLEuAAM": [
            {
                "ruleDetails": {
                    "instanceKey": "Involved Injury Cat Husky_a3kf4000000pLEuAAM",
                    "involvedItemId": "a3kf4000000pLEuAAM",
                    "requirement name": "Maximum Aggregation Rule",
                    "conditions": "Pet.petType == 'dog' AND Pet.petBreed == 'Alaskan Husky' AND ptandev2__InsuranceClaim__c.ptandev2__ClaimStatus__c == 'Open'",
                    "message": "TestMessage",
                    "action method": "Product_Rule",
                    "action class": "IntegrationProcedureService",
                    "productId": "01tf4000004mGyhAAE",
                    "transitionName": "OpenToClosed",
                    "objectId": "a3qf4000000KtfKAAS"
                }
            }
        ]
    },
    "trueRules": {
        "Involved Injury Dog Husky_a3kf4000000pLEtAAM": [
            {
                "actionResults": {
                    "IPResult": {
                        "output": "TestOutput"
                    }
                },
                "ruleDetails": {
                    "instanceKey": "Involved Injury Dog Husky_a3kf4000000pLEtAAM",
                    "involvedItemId": "a3kf4000000pLEtAAM",
                    "requirement name": "Maximum Aggregation Rule",
                    "conditions": "Pet.petType == 'dog' AND Pet.petBreed == 'Alaskan Husky' AND ptandev2__InsuranceClaim__c.ptandev2__ClaimStatus__c == 'Open'",
                    "message": "TestMessage",
                    "action method": "Product_Rule",
                    "action class": "IntegrationProcedureService",
                    "productId": "01tf4000004mGyhAAE",
                    "transitionName": "OpenToClosed",
                    "objectId": "a3qf4000000KtfKAAS"
                }
            }
        ]
    }
}

            This JSON includes the following key/value pairs:

            Key

            Value

            stateTransit

            Describes what the service changed in the Status field on claim object.

            canTransitState

            true or false

            Tells whether or not the service transitions the object to a new state.

            allFalse

            If all of the rules run by the service evaluate to false, allFalse = true.

            If any of the rules run by the service evaluates to true, allFalse = false.

            falseRules

            An array of one or more ruleDetails.

            Includes all rules run by the service that evaluate to false.

            trueRules

            An array of one or more actionResults and ruleDetails.

            Includes all rules run by the service that evaluate to true.

            Appears only if allFalse = false. That is, one or more of the rules run by the service evaluated to true.

            error

            Any errors encountered by the service.

            If the value is ok, no error messages appear on the UI.

            The falseRules and trueRules arrays both include ruleDetails key/value pairs.

            "ruleDetails": {
                    "instanceKey": "Involved Property_a3lf4000000pcFUAAY",
                    "involvedItemId": "a3lf4000000pcFUAAY",
                    "requirement name": "Maximum Aggregation Rule",
                    "conditions": "Pet.petType == 'dog' AND Pet.petBreed == 'Alaskan Husky' AND ptandev2__InsuranceClaim__c.ptandev2__ClaimStatus__c == 'Open'",
                    "message": "TestMessage",
                    "action method": "Product_Rule",
                    "action class": "IntegrationProcedureService",
                    "productId": "01tf4000004mGyhAAE",
                    "transitionName": "OpenToClosed",
                    "objectId": "a3qf4000000KtfKAAS"
                }"ruleDetails": {
	"requirement name": "Operator Points >4",
	"conditions": "wcOperator.opPoints > 4",
	"message": "The applicant's prior citations require underwriting review prior to issuance.",
	"action method": "ReferToUnderwriting",
	"action class": "DROpenImplementationClass",
	"productId": "01tf4000001lKNQAA2",
	"transitionName": "Submit>Underwrite",
	"objectId": "0Q0f4000000ADatCAG"
}

            The trueRules array includes one or more actionResults, additional key/value pairs, and rulesDetails.

            The actionResults are the output of the Vlocity action class and action method invoked by the service.

             "trueRules": {
        "Involved Injury Dog Husky_a3kf4000000pLEtAAM": [
            {
                "actionResults": {
                    "IPResult": {
                        "output": "TestOutput"
                    }
                },
                "ruleDetails": {
                    "instanceKey": "Involved Injury Dog Husky_a3kf4000000pLEtAAM",
                    "involvedItemId": "a3kf4000000pLEtAAM",
                    "requirement name": "Maximum Aggregation Rule",
                    "conditions": "Pet.petType == 'dog' AND Pet.petBreed == 'Alaskan Husky' AND ptandev2__InsuranceClaim__c.ptandev2__ClaimStatus__c == 'Open'",
                    "message": "TestMessage",
                    "action method": "Product_Rule",
                    "action class": "IntegrationProcedureService",
                    "productId": "01tf4000004mGyhAAE",
                    "transitionName": "OpenToClosed",
                    "objectId": "a3qf4000000KtfKAAS"
                }
            }
        ]
    }

            Examples

            The service is typically used when you want rules to determine whether a claim can be automatically approved, or go to an underwriter for further consideration.

             
            Loading
            Salesforce Help | Article