Retrieves a summary of a policyholder account along with its policy, participant, asset, coverage and claim details.
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 |
| See Common User Access for Standard Agent Actions. | |
| User Permissions Needed | |
|---|---|
| To execute actions in Agentforce: | Insurance Service Assistance Agent |
Action Details
| API Name | SummarizeInsurancePolicyholder |
| Reference Action Type | Flow |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Agentforce for Financial Services: Insurance Service Assistance |
SummarizeInsurancePolicyholder and Prompt Templates
Creates a summary of a policyholder account along with its policy, participant, asset, coverage and claim details.
Guidelines and Considerations
See Considerations for Agentforce for Financial Services: Insurance Service Assistance