Add a document list definition to a service definition
Add a document list definition to a service definition by using the Insurance claims application so that you can define the required documents that a customer needs to provide for a particular claim.
Before you begin
Role required: admin
About this task
After setting up FSO Document Processor and creating a document list definition to detail the required documents for an insurance claim, link it to the claim's service definition by updating the Insurance claims document rules decision table.
Procedure
Navigate to All > Process Automation > Workflow Studio.
Select Decision tables.
Open Insurance claims document rules.
Add a new decision row to the decision table.
In the Case service definition column, select your claim service definition.
In the Answer column, select the document list record.
Select Save.
Result
This decision table executes in the background when a case is created through the first notice of loss playbook. It also creates a document verification task on the case.
Parent Topic:Creating a service definition for Insurance claims
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