Integration - Finsall
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Finsall brings insurance intermediaries, customers, insurers, and lenders together to FINANCE INSURANCE through easy monthly installments without any need for additional collateral.
DICEFlow has enabled integration with the Finsall system by embedding the Finsall process into DICEFlow workflow screens.
Context: Workflow
Finsall piece (shown partially) is used to make an API call to the Finsall server with all required fields for the loan application. It will register the Member details (taken from DICEFlow) and a Loan application to buy Health Insurance in the Finsall system.
☞ ALL the following values in empty slots must be set using pre-defined Variables and cannot be typed in directly into the same.
Premium - Insurance premium amount
First Name - First Name of the Member as in Government approved ID
Last Name - Last Name of the Member as in Government approved ID
Email - Email address of the Member
Phone - Phone number of the Member which is linked to the Aadhar card
PAN - PAN number of the Member which is linked to the Aadhar card
State - State to which the Member belongs; If the State value doesn't match the list of States in Finsall, User will be allowed to correct and enter right value
City - City to which the Member belongs; If the City value doesn't match the list of Cities in Finsall, User will be allowed to correct and enter right value
Address Line 1/2 - Address of the Member as in Government approved ID
Pin Code - Pin Code of the Member as in Government approved ID
Member DoB - Date of Birth of Member as in Government approved ID
Member Gender - Gender of Member as in Government approved ID
Member Father Name - Member's Father's name
Member Mother Name - Member's Mother's name
Member Annual Income - Annual income of Member as on date
Member Marital Status - Marital status of Member
User Phone - Phone Number of the User who initiates the DICEFlow workflow which triggers this Finsall API request
User Email - Email address of the User who initiates the DICEFlow workflow which triggers this Finsall API request
Member - MEMBER type variable; If the Workflow is a Member affiliated workflow, just drop in the (Member) variable here; Else, you must create MEMBER type variable and drop it here; All data of the Workflow will be associated with selected Member
Store in - Finsall AP request returns a Unique URL per request and that is stored in this Customfield of TEXT type
Mode - Setting it to UAT will connect to Finsall UAT server; Setting it to Prod will connect to Finsall Production server