Introducing Customer 360 for Insurance
Guidelines for importing the extension assets
Guidelines for migrating the extension assets
Prerequisites to integrate Customer 360 with Salesforce
Predefined Customer 360 for Insurance assets
Data model attributes
Agreement business entity model
Household business entity model
Land Vehicle business entity model
Organization business entity model
Person business entity model
Product Specification business entity model
Structure business entity model
Batch jobs
Predefined assets for processing data in real time
Relationships
Hierarchy relationships of the Organization business entity
Match model
Data quality rules
Customer 360 for Insurance and Salesforce integration
Integrating Customer 360 with Salesforce
Ingress initial data
Egress initial data
Ingress and egress incremental data
Process records in batches
Process records in real time
Deploying Customer 360 for Insurance
Downloading and extracting the Customer 360 for Insurance package
Importing the Customer 360 for Insurance assets
Importing data model, pages, and source systems
Configuring the flat file connection
Configuring Customer 360 to process data from Salesforce
Importing reference data assets
Introducing Customer 360 for Insurance
Importing the Customer 360 for Insurance assets