Generates a proof of insurance document and attaches it to a policy.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| Permissions Needed | |
|---|---|
| To use Financial Services Cloud: |
Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service |
| To use Insurance Service Assistance: | Einstein for Financial Services user permission |
| To generate proof of insurance documents: |
Industry Service Excellence AND Omnistudio User or OmniStudio Admin DocGen User or DocGen Designer |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | GenerateProofOfInsurance |
| Reference Action Type | Standard Action |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Agentforce for Financial Services: Insurance Service Assistance |
Guidelines and Considerations
See Considerations for Agentforce for Financial Services: Insurance Service Assistance