FINS Salesforce Insurance System API - Implementation Template

This API implementation template is a component of MuleSoft Accelerators, which accelerate the implementation of essential integration use cases.

The solution includes pre-built APIs, connectors, and integration templates that help unlock business-critical data from external systems and guide you in adopting best practices synthesized from thousands of customer implementations. Use these assets as is or extend them to meet your company’s unique needs.

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Overview

This integration template implements the FINS Salesforce Insurance System API specification. It can be used to manage policies and quotes in Salesforce Financial Services Cloud.

Getting started

The Getting Started with MuleSoft Accelerators guide provides general information on getting started with the accelerator components. This includes instructions on setting up your local workstation for configuring and deploying the applications.

Once your workstation has been set up and the application template imported into Anypoint Studio, proceed with the Prerequisites section.

Prerequisites

This implementation template assumes that the required FSC packages such as Vlocity have been deployed to the target Salesforce instance and that the appropriate permissions have already been assigned. It has the following dependencies:

• Custom fields in Salesforce Financial Services Cloud
• Integration Procedure to create quotes
• Security token for service account user in Salesforce
• Connected App in Salesforce

Instructions to configure most of the above dependencies can be found in the Salesforce Financial Services Cloud setup guide. The following section describes how to create the required integration procedure.

Import Integration Procedure

1. Click on Salesforce App Launcher and click on Vlocity Administration App to launch it.
2. Go to Applications tab and search for OmniStudio Integration Procedure to launch it.
3. On OmniStudio Integration Procedure, click Import.
4. A File Dialog opens to select the file from /src/test/scripts/CoreLogic-CreateQuote.json.
5. Once imported, verify if the Integration Procedure is Active to invoke as an Apex REST Service.
6. Grant Read Access as Field Permissions for all the fields related to Insurance Policy Participants, Insurance Policy Coverages, and Insurance Policy Assets objects to the Profile that executes the Integration Procuedure.

Deployment

Each Accelerator implementation template in Exchange includes Bash and Windows scripts for building and deploying the APIs to CloudHub. These scripts depend on repositories, global settings, deployment profiles, and associated properties configured in the Maven settings.xml file.

For additional details, please refer to the Application Deployment section of the Getting Started Guide.

Preparation

Ensure the Maven profile CloudHub-FINS-DEV has been properly configured in your settings.xml file. In particular, make sure the common properties for your environment have been provided (e.g., Anypoint Platform client ID and secret).

Required property overrides

At a minimum, the following properties must be customized to reflect the target deployment environment.

Testing

Use Advanced Rest Client or Postman to send a request over HTTPS. The template includes a Postman collection in the src/test/resources folder. Update the collection variable(s) after successful import.

Additional resources

• The Data mappings tab describes how the request and response data structures are mapped between the API interfaces.
• Refer to the Accelerators documentation home for more information about the MuleSoft Accelerators.