Financial Services Cloud25 tasks
Build Insurance Claims Management Solutions
Stand up insurance claims processes on Financial Services Cloud: intake, queues, approvals, policy data and the Agentforce agents that help with claims.
Method
How MeshMesh does it
- Builds the claims data model, queues and seed data on the org.
- Writes Apex and Lightning Web Components, for example to replace hardcoded mock identity values with real Person Account data.
- Adds email templates and a record-triggered approval flow on the standard Claim object.
- Builds Agentforce agents, prompt templates and the GenAiFunction and GenAiPlugin metadata behind them. In one case it split document extraction into a preview step and a populate step that runs after the user confirms.
- Writes tests, deploys, and fixes metadata naming errors until deployment succeeds.
- Creates insurance policy, transaction and commission sample data.
- For demos, produces end-to-end testing, a demo script and a switchover document.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.