Financial Services Operations Integration with Guidewire subflows

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture
  • 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:

    Category Name Description
    Policy Snapshot for Claim Case Create Insured Vehicle for Policy Snapshot Creates an insured vehicle for the policy snapshot.
    Create Policy Coverage for Policy Snapshot Creates policy and vehicle coverage for a policy.
    Create Policy Participant for Policy Snapshot Creates policy participants for insured contacts on a policy.
    Create Policy Participants for Policy Snapshot Iterate 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 Snapshot Iterate through the coverages of the policy for this claim and create policy coverage records for each participant.
    Create Policy Snapshot Creates 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 Snapshot Iterate 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 Participant Search for an existing consumer or account by Guidewire Policy System ID.
    Match Consumer or Account for Participant by ID Search for an existing consumer or account by Guidewire Policy System ID.
    Send Claim Create Minimal Draft Claim Creates a new draft claim in Guidewire using the Incident Date and Policy Number from the Claim Case.
    Get Claim Create Claim Coverages Retrieves all the exposures from Guidewire and maps them to the Claim Coverages table.
    Create Claim Documents Download claim documents and attach them to the case record.
    Create Claim Participant for Claim Creates a Claim Participant for a specific claim contact.
    Create Claim Participants for Claim Creates new claim participant records for a given claim.
    Create Commercial Auto Claim Case Used to create a Commercial Auto Claim Case.
    Create Injury Incidents for Claim Creates injury incidents and claim participants.
    Create Other Property Incidents for Commercial Auto Retrieves 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 Auto Retrieves all the fixed property incidents associated with the claim case and creates the relevant auto property record.
    Create Personal Auto Claim Case Helps create a Personal Auto Claim Case.
    Create Role for Claim Participant Creates a Participant Role record by associating a Role to a Claim Participant on a Case.
    Create Vehicle Property Incidents for Commercial Auto Retrieves all the vehicle incidents from a given claim case and creates corresponding commercial auto property incidents.
    Create Vehicle Property Incidents for Personal Auto Retrieves all the vehicle incidents from a given claim case and creates corresponding personal auto property incidents.
    Create Work Notes for Claim Retrieves all notes from claim and adds them as work notes to the case.
    Extract Name from Claim Contact Extracts the First Name, Last Name for Person, or Company Name for Company.
    Get Commercial Auto Claim Based on the Claim ID, this subflow retrieves a specific commercial claim from Guidewire.
    Get Personal Auto Claim Based on the Claim ID, this subflow retrieves a specific personal claim from Guidewire.