Vlocity Contract Lifecycle Management for Vlocity Insurance and Vlocity Health

You can use features of Vlocity Lifecycle Management (CLM) for generic document generation for Vlocity Vlocity Insurance and Vlocity Health. For example, you can generate dynamic documents for other purposes, such as proposals, order documents, and other agreements. These documents are typically generated as part of an Omniscript flow.

You can:

• Use a 100% SFDC native, dynamic document generator.

• Merge data from any JSON data structure, including data you capture in Omniscripts or data queried from external systems.

• Create documents as part of a UI flow. This requires a user browser session.

• Launch document generation from a Salesforce object page or an Omniscript.