Insurance Use Cases

Introduction

The Insurance Report provides an overview of the current insurances of a customer.

Information you can get from this report:

What kind of insurances does the customer have?
How much does the customer pay for each insurance?

The following use cases are examples to make them more “plastic”.

Insurance

UC-01: Insurance Analysis

Actors	Insurance User
Systems	Insurances application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Analysis of the current insurance portfolio Optimisation of existing insurance policies and sale of additional insurance products
Preconditions	User has opened the Insurances application
Flow	Insurances application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until the user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create a Case and a Insurance Report with the given Data Sources Get the result of the Insurance Report Look at the result to find out about the clients insurances

Bank

UC-02: Analysis of the client's coverage in the course of a credit application.

Actors	Bank User
Systems	Bank’s loan application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Analysis of the financial risks against which the client has insured his tangible assets Analysis of whether the customer has insured his personal risks (term life insurance, occupational disability, accident insurance, etc.)
Preconditions	User has opened the Bank's online loan application
Flow	Bank’s loan application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until the user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create a Case and a Insurance Report with the given Data Sources Get the result of the Insurance Report Look at the result to find out about the clients insurances