An investment portfolio manager wants to build a console to display:· Client information· Profile attributes· Investment instrument informationThere are more than 20 profile attributes. Each investment instrument has 15 fields of information to display. The fields should be grouped logically.How should the consultant design a solution to meet the requirements?
Answer(s): C
The consultant should design a solution using an OmniScript with multiple Step elements to meet the requirements. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to display client information, profile attributes, and investment instrument information. A Step element can group related fields and elements in an OmniScript, and display them in a page or a section. The consultant can use multiple Step elements to organize the information into logical groups, such as client information, profile attributes, and investment instruments
An insurance company decides to implement a sales console for the sales representatives that displays or provide access to customer information. The consultant reviews all the information required and determines that FlexCards would be the best solution to display part of the required information.Which two pieces of data should the consultant recommend displaying using FlexCards' Choose 2 answers
Answer(s): A,D
The two pieces of data that the consultant should recommend displaying using FlexCards are: Policies including type, issue date, amount and Customer name, title, phone, email. A FlexCard is a tool that can display data and actions in a card format. The consultant can use FlexCards to show important and summary information about the customer and their policies, such as name, title, phone, email, type, issue date, and amount. These pieces of data are suitable for FlexCards because they are concise and relevant for the agents
A business wants to create a FlexCard for mobile plans to add to their Customer 360° console application. The FlexCard needs to include the following actions:· Start a process to retrieve plan consumption data· Create a new case· Open a promotions web page· Change the SIM card which combination should the consultant use in designing the solution?
Answer(s): B
The combination that the consultant should use in designing the solution is OmniScript and Navigate. An OmniScript is a tool that can design customer interactions using elements and actions. The consultant can use an OmniScript to display the mobile plans for the Customer 360° console application. A Navigate action is a button or a link that can redirect the user to another web page or URL. The consultant can use Navigate actions to add the following actions to the FlexCard: start a process to retrieve plan consumption data, create a new case, open a promotions web page, and change the SIM card
An auto insurance company has different rates for each state in the country. The company needs to manage the rates separately, but the formula to calculate the premiums is the same. All the input and output are the same; only the values in the rating tables differ. Which OmniStudio tool should the consultant recommend to meet this requirement?
Answer(s): D
The OmniStudio tool that the consultant should recommend to meet this requirement is Grouped Calculation Matrix. A Grouped Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values within groups. The consultant can use a Grouped Calculation Matrix to define the input variables, such as state and other factors, and the output values, such as rates. The Grouped Calculation Matrix can then apply rules and formulas to calculate the rates for each state separately, but using the same formula
A company has an OmniScript that allows agents to schedule service calls. The first step displays the account name, primary contact name, and telephone number to the user for confirmation. On the second step, it displays available appointment slots, which are retrieved from an external service in XML and then transformed into JSON. The following actions are currently used in the OmniScript:· DataRaptor Extract Action· HTTP Action· DataRaptor Transform ActionFollowing best practices, what can the consultant recommend to reduce processing time?
Answer(s): A
The consultant should recommend adding a Set Errors element to meet this requirement. A Set Errors element can display an error message and prevent the OmniScript from proceeding if certain conditions are not met. The consultant can use a Set Errors element to check if the email address field is empty when the agent selects the checkbox to email the receipt. If it is empty, the Set Errors element can show an error message and direct the user to return to the first step and enter the customer's email address
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