Designer flows for Financial Services Operations applications
Several flows are installed with Financial Services Operations applications that you can use to automate requests.
By using Workflow Studio, you can review and configure these predefined flows for your own business needs.
The following table lists the predefined flows that are available with Financial Services Operations applications.
| Application | Flow |
|---|---|
| Insurance Claims Core | - Claim work notes - updates for payment - Claim work notes - updates for reserve |
| Individual Life Claims | - Create or update claim participant for related claims - Related claim closed complete - Create related death claim - Update participant role for related claims - Create participant role for related claims |
| Insurance claims | - Claim adjuster task closed - Gen Claim Work Notes - Copy on Settlement - Generate Policy Snapshot for Claim Case |
| Commercial Lines Claims | Claim work notes - updates for settlement |
| Personal Lines Claims | Claim work notes - updates for settlement |
| Financial Services Payment Operations | - Beneficiary Claim Non-Receipt – Inquiry task - Claim Flow – External Refund - Claim Follow-up - Update Inquiry case via Reply - Update Debit Approval via Reply |
| Financial Services Card Operations | - New Credit Card - Increase Credit Limit - Decrease Credit Limit - Close Credit Card - Block Credit Card - Unblock Credit Card |
| Financial Services Complaint Management | Complaint Service Flow |
| Financial Services Business Deposit Operations | - Create Deposit Service Case - Deposit Instructions List - Deposit Operation Business – PB Activity - Update Deposit Case These flows are available as subflows. |
| Financial Services Personal Deposit Operations | - Create Deposit Service Case - Deposit Operation Personal – PB Activity - Document List Automation Plan - Update Deposit Case These flows are available as subflows. |
| Financial Services Loan Operations | - Loan Deferment - Loan Forgiveness - Loan Missed Installment Repayment - Loan Restructure - Loan Write Off - Partial Prepayment |
| Financial Services Treasury Operations | - Treasury service case form - Treasury Service List Automation Plan These flows are available as subflows. |
| Insurance Special Investigations | Claim work notes - updates for SIU task |