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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Financial Services Operations Integration with Guidewire subflows

The Financial Services Operations Integration with Guidewire provides these subflows to automate Guidewire tasks. These subflows can be customized as per business needs.

Subflows

A sample list of subflows is given below:

CategoryNameDescription
Policy Snapshot for Claim CaseCreate Insured Vehicle for Policy SnapshotCreates an insured vehicle for the policy snapshot.
Create Policy Coverage for Policy SnapshotCreates policy and vehicle coverage for a policy.
Create Policy Participant for Policy SnapshotCreates policy participants for insured contacts on a policy.
Create Policy Participants for Policy SnapshotIterate through the Input Claim Contacts IDs list, look up the contact details from Guidewire, and create policy participant records.
Create Policy Scoped Coverages for Policy SnapshotIterate through the coverages of the policy for this claim and create policy coverage records for each participant.
Create Policy SnapshotCreates Policy Snapshot header record and routes to relevant granular subflows for creating the following:- Insurance policy related coverage - Insurance properties - Policy participants - Associated tables
Create Vehicles and Vehicle Coverages for Policy SnapshotIterate through the vehicles covered by the policy for this claim and create customer property, insured property and policy coverages for each vehicle.
Match Consumer or Account for ParticipantSearch for an existing consumer or account by Guidewire Policy System ID.
Match Consumer or Account for Participant by IDSearch for an existing consumer or account by Guidewire Policy System ID.
Send ClaimCreate Minimal Draft ClaimCreates a new draft claim in Guidewire using the Incident Date and Policy Number from the Claim Case.
Get ClaimCreate Claim CoveragesRetrieves all the exposures from Guidewire and maps them to the Claim Coverages table.
Create Claim DocumentsDownload claim documents and attach them to the case record.
Create Claim Participant for ClaimCreates a Claim Participant for a specific claim contact.
Create Claim Participants for ClaimCreates new claim participant records for a given claim.
Create Commercial Auto Claim CaseUsed to create a Commercial Auto Claim Case.
Create Injury Incidents for ClaimCreates injury incidents and claim participants.
Create Other Property Incidents for Commercial AutoRetrieves all the fixed properties incident associated with the claim case. It creates the auto property record for the commercial auto case for each of the fixed property incidents.
Create Other Property Incidents for Personal AutoRetrieves all the fixed property incidents associated with the claim case and creates the relevant auto property record.
Create Personal Auto Claim CaseHelps create a Personal Auto Claim Case.
Create Role for Claim ParticipantCreates a Participant Role record by associating a Role to a Claim Participant on a Case.
Create Vehicle Property Incidents for Commercial AutoRetrieves all the vehicle incidents from a given claim case and creates corresponding commercial auto property incidents.
Create Vehicle Property Incidents for Personal AutoRetrieves all the vehicle incidents from a given claim case and creates corresponding personal auto property incidents.
Create Work Notes for ClaimRetrieves all notes from claim and adds them as work notes to the case.
Extract Name from Claim ContactExtracts the First Name, Last Name for Person, or Company Name for Company.
Get Commercial Auto ClaimBased on the Claim ID, this subflow retrieves a specific commercial claim from Guidewire.
Get Personal Auto ClaimBased on the Claim ID, this subflow retrieves a specific personal claim from Guidewire.

Parent Topic:Financial Services Operations Integration with Guidewire