Integration - Finsall

Click on Image to see full size image

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.

Finsall

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