Financial Services Accelerator Implementation
Financial Services Accelerator Implementation
Content
Financial Services Accelerator Implementation
Quotation and Application Process
Insurance Quotation and Ordering Process
Creating a PDF Policy in Financial Services Accelerator
Requesting a Policy in Financial Services Accelerator
Banking Application Process
Banking Ordering Process
Technical Implementation
Dynamic Multistep Checkout
Checkout Progress Bar
Setting Up a New Form
Quote Lifecycle
Quote Review Page Lifecycle
Changing a Quote Status in Backoffice
Pricing Engine
Quotation Engine
Calculations
Calculations for Savings Insurance
Modifying Quote Parameters in Administration Console
Dynamic Pricing
Product Bundling
Configurable Products
Policy Renewal
User Request Framework
First Notice of Loss
Policy Change Process
Agent Enablement (On-Behalf-of Framework)
Chatbot
Insurance Agent Capabilities
Find an Agent
Speak to an Agent
Appointment Scheduling
Assisted Service Module
Dedicated Insurance Agent
Claim Handler
My Account
Quotes and Applications
Policies
Claims
Creating a Claim
Changing the Claim Status
Premium Calendar
Changing the Number of Visible Premiums
Inbox
Account Overview
Sample Data for Testing and Demo Purposes
Group Insurance
Integrations
Authentication
Integration with SAP for Insurance
Price Calculation
Business Partner Creation
Quote Creation
Quote Workflow Statuses
Quote Replication
Policy Issuance
Policy Replication
Policy Change
Integration with SAP Claims Management
Claim Replication
FNOL Creation
Integration with SAP Digital Payments Add-On
Inbound API for Correspondence
Integration with SAP Customer Data Platform
Personal Data Management
Personal Data Annotation
Personal Data Erasure
Reactivating Closed Accounts
yForms
Customer Data Prefill
WCMS Components
Product Category Pages
Choosing Which Products To Display
Comparison Table
The Creation of Comparison Table
Comparison Table for Savings Insurance
Customizing Comparison Table through Backoffice
Data Model Enhancements and Related Features
Enriched Responsive Banner Component
Modifying the Component in Backoffice
SmartEdit
Search and Navigation
Product Discovery
Personalization
Known Issues