An investment portfolio manager wants to build a console to display:
• Client information
• Profile attributes
• Investment instrument information
There 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?
Correct Answer:C
An Insurance agency wants to enable its call center agents to be more efficient when handling customer inqul…. After analyzing patterns In the call logs, the agency discovers that one of the top customer requests is to find total insurance premiums paid as well as the difference year over year. Agents need to relay this information the customer and then send them a summary report by email. The agency decides to implement this process using OmniScript.
What three OmniScrlpts elements should be used to meet the requirements? Choose 3 answers
Correct Answer:ABE
A customer needs to create an OmniScript to capture payment Information. In the first step of the process, it user selects a payment type such as credit card, debit card, or direct bank account payment. Each payment t should display with a different icon. The process should check to see if the customer has any saved payment information of that type, and if there is, no further action is required. If there is no saved payment informatic then the user should be allowed to enter the information, and the process should save It.
Which three OmniScript elements should be used to meet these requirements? Choose 3 answers
Correct Answer:CDE
In an Integration Procedure, what group element will control whether an individual action executes?
Correct Answer:A
A healthcare company wants to enable its subscribers to add. edit, or delete dependents related to their policy via their Community portal. The project team decides to use OmniStudio tools to provide this functionality.
In this scenario, which two OmniStudio features should the consultant recommend? Choose 2 answers
Correct Answer:CD
A business has the following requirements:
• To display cases for an account
• The user should see all of the cases on the canvas
• The user should be able to create a new case from the canvas The consultant decides to use states to enable this functionality.
Which type of state should the consultant recommend to allow users to create a new case from the canvas?
Correct Answer:A