Designer flows for Financial Services Operations applications

Several flows are installed with Financial Services Operations applications that you can use to automate requests.

By using Workflow Studio, you can review and configure these predefined flows for your own business needs.

The following table lists the predefined flows that are available with Financial Services Operations applications.

Table 1. Predefined flows available with Financial Services Operations applications

Application	Flow
Insurance Claims Core	Claim work notes - updates for payment Claim work notes - updates for reserve
Individual Life Claims	Create or update claim participant for related claims Related claim closed complete Create related death claim Update participant role for related claims Create participant role for related claims
Insurance claims	Claim adjuster task closed Gen Claim Work Notes - Copy on Settlement Generate Policy Snapshot for Claim Case
Commercial Lines Claims	Claim work notes - updates for settlement
Personal Lines Claims	Claim work notes - updates for settlement
Financial Services Payment Operations	Beneficiary Claim Non-Receipt – Inquiry task Claim Flow – External Refund Claim Follow-up Update Inquiry case via Reply Update Debit Approval via Reply
Financial Services Card Operations	New Credit Card Increase Credit Limit Decrease Credit Limit Close Credit Card Block Credit Card Unblock Credit Card
Financial Services Complaint Management	Complaint Service Flow
Financial Services Business Deposit Operations	Create Deposit Service Case Deposit Instructions List Deposit Operation Business – PB Activity Update Deposit Case These flows are available as subflows.
Financial Services Personal Deposit Operations	Create Deposit Service Case Deposit Operation Personal – PB Activity Document List Automation Plan Update Deposit Case These flows are available as subflows.
Financial Services Loan Operations	Loan Deferment Loan Forgiveness Loan Missed Installment Repayment Loan Restructure Loan Write Off Partial Prepayment
Financial Services Treasury Operations	Treasury service case form Treasury Service List Automation Plan These flows are available as subflows.
Insurance Special Investigations	Claim work notes - updates for SIU task