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InsPolicyTermsService: process
This service retrieves policy terms and calls the policy term's corresponding Attribute Class to process details. For the custom classes, the default method name for the attribute class is - process<Attribute>.
Class: InsPolicyTermsService
Method: process
With the Insurance Summer '21 release, the same service supports processing of PowerAttributes for these Salesforce FSC Claim Data Objects:
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Claim
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ClaimCoverage
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ClaimCoverageReserveDetail
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ClaimCoveragePaymentDetail
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ClaimCoveragePaymentAdjustment
How It Works
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Based on the inputs claimId and claimCoverageId, retrieves the policy and policy terms details such as Policy Id, Policy Coverage Id, Insured Id, and Involved Id.
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The Attribute Class/es is/are instantiated
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For the ClaimLineItemClaimedAmountEntered applicable action flow:
Attribute Classes (if available) are called sequentially each time passing updated parameters, especially the requested amount. The sequence is Deductible: Out of Pocket Max then Copay or Coinsurance: Out of Pocket Max.
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For the PaymentAttempted flow and ReserveAdjustmentAttempted flows:
Power attributes of the same attribute classes are collected and checked together. The service throws an error if the requested amount exceeds any one of the limits.
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Returns data for the policy term to the function that called the service.
Remote Options
Option |
Description |
|---|---|
claimItemData |
List of objects containing the individual claimCoverage or claimItem details. The list includes: claimId Required. claimCoverageId Required. isCancelled Required. Set the default value to false. Set it to true only for cancelled payment scenarios. For all other scenarios, set it to false. claimItemId Optional. Only if applicableAction is ClaimLineItemClaimedAmountEntered for editing or deleting the loss item newReserveAmount Optional. Only if applicableAction is ReserveAdjustmentAttempted when opening a claim coverage in coverage reserve mode or creating or editing a loss item for a claim coverage in Reserve Worksheet mode. requestedAmount Optional. The AdjustedAmount__c for the claimItem isOpenCoverage Optional. True when opening a claim coverage. False when used in a claim item or when updating an existing claim coverage. isValidation Optional. Only if applicableAction is PaymentAttempted. True when it occurs before invoking the ClaimInitialPaymentIP. False when this occurs after invoking the ClaimPaymentIP. |
applicableAction |
Choose one of the following values for the Attribute__c.ApplicableAction__c field:
|
Input JSON
Here's the format of the input JSON:
{
"claimItemData" : [
{
"claimId" : <id>,
"claimCoverageId" : <id>,
"claimItemId" : <id>,
"oldReserveAmount" : <decimal>,
"newReserveAmount" : <decimal>,
"requestedAmount" : <decimal>,
"isOpenCoverage" : <boolean> ,
"isValidation" : <boolean>
}
]
}Here's a sample input JSON:
{
"claimItemData" : [
{
"claimId" : 01t000000000000001"",
"claimCoverageId" : "01t000000000000002",
"claimItemId" : "01t000000000000003",
"oldReserveAmount" : 0,
"newReserveAmount" : 1000,
"requestedAmount" : 500,
"isOpenCoverage" : false
}
]
}
Output JSON
Here's the format of the output JSON for the ClaimLineItemClaimedAmountEntered applicable action:
{
"newEntriesDetails": [
{
"remainingValue": <decimal>,
"postedValue": <decimal>,
"calculatedInitialValue": <decimal>,
"attributeScope": <string>,
"claimItemId": <id>,
"assetTermName": <string>,
"attributeCode": <string>,
"attributeClass": <string>,
"initialAmount": <decimal>,
"initialValue": <decimal>,
"insuredPartyId": <id>,
"insuredItemId": <id>,
"involvedPropertyId": <id>,
"involvedInjuryId": <id>,
"claimCoverageId": <id>,
"claimId": <id>,
"assetTermId": <id>,
"name": <string>
},
{ ... },
{ ... }
]
}Here's an example of an output JSON for the ClaimLineItemClaimedAmountEntered applicable action:
// note: same claim, claim coverage, insured party, involved property.
// different policy terms details (asset term id, asset term name), term tracking details (initialValue, calculatedInitialValue, postedValue, remainingValue)
{
"newEntriesDetails": [
{
"remainingValue": 0,
"postedValue": 50,
"calculatedInitialValue": 50,
"attributeScope": "Claim",
"claimItemId": null,
"assetTermName": "Deductible Terms",
"attributeCode": "d6534444-89c9-dbf3-6591-595066dd802e",
"attributeClass": "Deductible",
"initialAmount": null,
"initialValue": 50,
"insuredPartyId": "01t000000000000001",
"insuredItemId": null,
"involvedPropertyId": "01t000000000000002",
"involvedInjuryId": null,
"claimCoverageId": "01t000000000000003",
"claimId": "01t000000000000004",
"assetTermId": "01t000000000000005",
"name": "Deductible (Claim)"
},
{
"remainingValue": 50,
"postedValue": 50,
"calculatedInitialValue": 50,
"attributeScope": "Claim",
"claimItemId": null,
"assetTermName": "Copay Terms",
"attributeCode": "atCopay",
"attributeClass": "Copay",
"initialAmount": null,
"initialValue": 100,
"insuredPartyId": "01t000000000000001",
"insuredItemId": null,
"involvedPropertyId": "01t000000000000002",
"involvedInjuryId": null,
"claimCoverageId": "01t000000000000003",
"claimId": "01t000000000000004",
"assetTermId": "01t000000000000007",
"name": "Copay (Claim)"
}
]
}