Introduction
This article will provide details on the functionality provided by the Hi Marley ClaimCenter 10. The accelerator is a code package that is used as reference implementation.
View Release Notes and Code Packages
If you would like to understand some code-level configurations that are required, please read our configuration guide. This will cover configuring brands, our API key, and runtime properties which will require redeployment of ClaimCenter to take affect.
Any changes made to the code will deviate from the Out-Of-The-Box (OOTB) functionality and should be understood/documented by your organization.
Table of Functionality
Click on the listed item to navigate to the section with more details.
Accelerator functionality that ClaimCenter users interact with.
- Hi Marley Cases Tab - a tabular format with columns including Name, Claim Number, Opt Status, Case Status, Case Privacy.
- Create Case via FNOL Wizard.
- Create a Case in Hi Marley Cases tab.
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Hi Marley Case Details - Details, Messages, and Actions related to a single Hi Marley case associated with the claim.
- Case Data - Generated after case creation and synchronized in real-time through our webhooks.
- Message Needs Attention/Action Alert
- Hi Marley Case Details Buttons: Actions that you can trigger for the Hi Marley Case
- SMS Translation
- Schedule Message [v2.0]
- Manage Secondary Operators
- Total Loss Assist (TLA) Release Issues
- Claim Notes Integration
- Create a Case from Parties Involved Tab
Accelerator functionality that automatically execute based on ClaimCenter events or Hi Marley.
- Case Management
- Activity Creation
- Document Management Integration
- Automatic Hi Marley Account Creation
- Configure Accelerator Feature Flags – certain integrations/functions that can be enabled/disabled based on carrier preference
- Configure Coaching Feature Flags
- User Permissions
- Synchronize groups from Claim Center to Hi Marley
- Configure SMS Templates for Users
- Configure Custom Automated Messages [v2.0]
Subscribing Webhooks in ClaimCenter
- Steps to Subscribe Webhooks in ClaimCenter
- Default API Schemas in Accelerator
- Accelerator Schema
- Resources
ClaimCenter User Guide
Create Case via New Claim Wizard
- Walk through the New Claim Wizard to create a new claim
- Check one of the below options:
- Create new Hi Marley Texting Case
- Upon selecting that option and completing FNOL, Claim is created and the Hi Marley case is created within a minute later.
- A work item is created for Hi Marley case creation and the information is asynchronously sent to Hi Marley. The work queue processes the work item and once complete, a case is created in Hi Marley and in ClaimCenter.
- Upon selecting that option and completing FNOL, Claim is created and the Hi Marley case is created within a minute later.
- Connect existing Hi Marley Case
- Sync a case created within the Hi Marley webapp into Guidewire
- Do not enroll in Hi Marley Texting
- Does not generate a new Hi Marley case
- Create new Hi Marley Texting Case
- Visit the Hi Marley Cases tab to view the case created for the reporter.
Hi Marley Cases Tab
Every Claim file in ClaimCenter will now include a Hi Marley Cases tab to view a table of associated Hi Marley cases with that claim.
Select the Case Number hyperlink to go to the Hi Marley Case Details screen in ClaimCenter or Go to Hi Marley Site to jump into that case in Hi Marley webapp.
Create a Case in Hi Marley Cases Tab
- In Hi Marley Cases summary screen, click on the “Open Case” button will open the screen to open a new Hi Marley Case in existing claim.
- Fill out the form and click on “Create New Case”, it will attempt to open a new case in Hi Marley.
- If successful, a new row will be created with the Hi Marley case details.
- Click on Case Number to visit the Case Details page in ClaimCenter.
This operation could fail if:
- Then phone is not a mobile number
- The mobile has more than allowed limit of open cases in Hi Marley (across different claims)
- Claim Participant has opted out of texting with Hi Marley.
- If your organization uses brands or lines of business, established within the Hi Marley webapp
- More information can be found here
If any provided errors are unclear, contact your ClaimCenter admin/support team to check logs for error details.
Hi Marley Case Details
ClaimCenter users will be able to see data from a Hi Marley case and take actions from this screen.
Note: If you don't see parts of this screen or buttons, you may not have that permission. Contact your ClaimCenter Admin to make any changes to your permissions.
Hi Marley Case Data
This data is automatically generated after case creation and synchronized in real-time with Hi Marley through our webhooks.
- Current Case Status (Open/Closed): State of Hi Marley case.
- Current Opt Status (Optin/Optout): Indicator if the claim participant is opted in to text with Hi Marley. If they opt out, that will opt out their mobile number from all cases in Hi Marley.
- Privacy Status (Public/Private): Case visibility set for the Hi Marley webapp.
- Messages List View: Table of all Hi Marley messages
- If the claim participant sends an image/video, that is automatically processed into documents and a ccDocLink will be shown for the body.
- If messages to or from a customer are translated, both the original and translated version of the message will appear
- Message alerts using the Hi Marley Message Intelligence webhook will be marked in the Message Alert column
- Go to Hi Marley Site: Navigate to the specific case in the Hi Marley webapp from ClaimCenter
Message Needs Attention Alert
If your organization leverages the Hi Marley coaching bundle, we recommend the ClaimCenter admin turns on the Coaching Alerts permission.
ClaimCenter users will be able to view the Needs Attention and Action alerts from Hi Marley in the messages list view table. The needs attention/Action alert is processed after the message is received so you may see the message recorded in ClaimCenter with the alert shortly afterwards.
Learn more about Hi Marley Message Intelligence
Hi Marley Case Details Buttons
| Button | Description | More Info |
| Refresh | In v1.1 of the ClaimCenter v10 Accelerator, you can select the Refresh button on the Hi Marley Case details page to trigger an update of the following fields (using the Hi Marley API):
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| Download Transcript | ClaimCenter users can select the Download Transcript button to generate the Hi Marley case PDF transcript via API and the accelerator will automatically add the file to the associated document management system. | Download Transcript into Claim File |
| Close Case |
Select the Close Case button to close the individual Hi Marley case. Note: Closing the Claim will automatically do this action for the associated Hi Marley Cases. |
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| Opt Out |
Select the Opt Out button to opt a claim participant out of texting. This should only be used as an action to cut off communication during defined business flows for your organization(e.g threat of litigation). Claim Participants are able to opt out of texting at any time by texting STOP on the SMS thread. |
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| Reopen Case |
Select the Reopen Case button to reopen the individual Hi Marley case. Note: Reopening the Claim will automatically do this action for the associated Hi Marley Cases. |
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| Re-Send Welcome Message | Automatically trigger the welcome text in Hi Marley. The welcome message will be different based on their opt-status and how Hi Marley is configured. | |
| Make Public / Make Private | Users can change the visibility of the Hi Marley case in the Hi Marley webapp to either public or private by selecting either Make Public or Make Private. Private cases can only be accessed by assigned operators or managers within either Hi Marley or Guidewire. | |
| Edit | Select this button to open the edit screen and configure secondary operators and SMS translation. |
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Send SMS Buttons
ClaimCenter users can type in the text box and select Send to send the SMS message to the claim participant.
Send SMS using Template
Before typing a message, users can select the Use Template button to select an admin-configured template to send to the claim participant.
Schedule Message
ClaimCenter users can schedule a message to be sent during a specified date, time, and timezone. All timezones are available for use when scheduling a message.
Download Transcript into Claim File
ClaimCenter users can select the Download Transcript button to generate the Hi Marley case PDF transcript via API and the accelerator will automatically add the file to the associated document management system.
| Step | Action | Screenshot Example(Click to view full-size) |
| 1 | Select the Download Transcript button to start the PDF transcript generation process. |
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| 2 | You will see a confirmation message if the download occurred successfully. |
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| 3 | Navigate to the Document tab of the claim file to see the PDF Transcript |
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SMS Translation
English is the default preferred language. Hi Marley supports auto-translation for 15+ languages so that ClaimCenter users can type messages in english with the claim participant receiving it in their preferred language.
The preferred language can be changed by selecting Edit, enabling the SMS Translation checkbox and selecting a language from the Select Preferred Language dropdown button. Once selected, click Update for the changes to take effect.
When SMS Translation is enabled, both the original and translated version of the message will appear in Case Details. Only the translated version was sent to customers. Both the original and translated version will appear in the case transcript after downloading.
Select Primary Case Operator
Users can select the Select Operator button to initiate case reassignment and change the assigned operator for the specific Hi Marley case to another ClaimCenter user.
The ClaimCenter user should have an active Hi Marley account for your organization.
If that user does not have an active account, this action will fail unless the user has the HiMarley - Automatic Create Operator permission. With this permission, the accelerator will attempt to create the operator account prior to reassignment.
When you change the operator and the selected operator is assigned as a secondary operator, then it will be removed from the list of secondary operators and set as an operator.
Jump to Automatic Account Creation Flow
Select Secondary Operators
Secondary operators can be added by selecting the Edit button. Select "Add" to assign secondary operators, which will allow you to search potential secondary operators to assign to your Hi Marley case. Once complete, select Update.
Configure Secondary Operators from ClaimCenter via API using the Case Secondary Operators table.
Each user that is added will show their name and whether they have an active Hi Marley account (Hi Marley User). At the time of adding the ClaimCenter user as a secondary operator, ClaimCenter will check the user account via API and update the user record in ClaimCenter.
If you don't see this table, contact your ClaimCenter admin to add the Hi Marley - Secondary Operators permission to your account.
If the ClaimCenter User does not have a Hi Marley account, you will need to remove them before updating the Secondary Operators.
Note: If you send a message on a case that you are not assigned then you will automatically be added as a secondary operator. You can see this change take effect after hitting the Refresh button in ClaimCenter.
| Step | Action | Screenshot Example(Click to view full-size) |
| 1 | Navigate to Hi Marley Case Details screen and select the Edit button | |
| 2 | A table titled Case Secondary Operators will show all the currently assigned users and you can select Add or Remove to configure that list. | |
| 3 | When adding users, search for all users you would like to add and check their names before hitting select. | |
| 4 | Once all changes are made to the Case Secondary Operator table, select Update for the change to take effect. |
Total Loss Assist (TLA)
If your organization has the Hi Marley Total Loss Assist (TLA) feature, then Release Issues associated with the Total Loss will appear within the Case Details page. This will pair with an automatically generated activity regarding the Release Issue.
Additional details around the issue itself (i.e Release Issue, Title Issue, etc.) will appear in the Message Alerts column.
Claim Note Integration
Live updates of SMS messages
SMS messages (both inbound and outbound) will be stored in the Claim Notes section of the claim file.
This feature requires the Enable Live Update feature flag to be enabled by a ClaimCenter admin (View Flags).
Live update of Hi Marley Case Notes
Case Notes in Hi Marley will be stored in the Claim Notes section of the claim file.
This feature requires the Automatic Sync Notes feature flag to be enabled by a ClaimCenter admin (View Flags).
Create a Case from Parties Involved Tab
The accelerator offers the option to view existing cases and create new Hi Marley cases using the Parties Involved tab. Select Parties Involved and the Hi Marley Cases tab to review cases already assigned to the selected contact.
Select on a contact without an active case and select the Open Case button to create a Hi Marley case with that user.
Automated Functionality
Case Management
Assign/reassign operator in Hi Marley when Claim file is reassigned.
The accelerator will attempt to reassign any associated Hi Marley cases in a Claim file whenever the claim owner is changed. The new claim owner (ClaimCenter user) must have an active Hi Marley account to be assigned the Hi Marley case.
If they do not have an account, the accelerator will check for the HiMarley - Automatic Create Operator permission and automatically create an account for them if they have it.
Automatic Hi Marley Account Creation
There are two conditions in which the Hi Marley case will not be reassigned to the new claim owner:
- If the Hi Marley case is closed, then the case will not be reassigned
- If the Hi Marley case is assigned to another operator who is not the original claim owner, the Hi Marley case will not be reassigned
- These cases are not reassigned because the accelerator assumes that a new operator, other than the original claim owner, was manually assigned to this Hi Marley case
Close or Reopen all related cases upon claim status update
Whenever the claim in ClaimCenter is closed or reopened, the accelerator will automatically trigger the close or reopen action on any associated Hi Marley cases.
Activity Creation
Claim Participant Inbound Message Activity
When a claim participant texts into a Hi Marley Case, the message will be recorded in the Hi Marley Case Details screen.
The accelerator generates a new activity on the Claim file in ClaimCenter to alert the Assigned Primary Operatorabout the new inbound message.
An activity is created only if the Hi Marley case does not already have an open activity to prevent generating multiple activities per message.
Needs Attention Alert for ClaimCenter User
The accelerator processes Needs Attention alerts via webhook from Hi Marley to update the message table and to create a Conversation Needs Attention activity for the ClaimCenter user assigned to the associated Hi Marley case.
The accelerator flag, Generate Assigned Adjuster Activity, needs to be enabled for this functionality.
Needs Attention Alert for Supervisor of ClaimCenter User
The accelerator processes Needs Attention alerts via webhook from Hi Marley to update the message table and to create a Conversation Needs Attention/Action activity for the supervisor of the assigned ClaimCenter user to the associated Hi Marley case. The supervisor and user relationship is derived from how the groups are configured within ClaimCenter.
The accelerator flag, Generate Supervisor Activity, needs to be enabled for this functionality.
Total Loss Assist (TLA) Activity
If your organization has the Hi Marley Total Loss Assist (TLA) feature, then the Guidewire v10 accelerator can support automatic Activity creation. When a Release Issue is opened related to a total loss, an Activity will be created automatically called Hi Marley Total Loss: Release Issue Opened and will be assigned to operator; if there are any secondary operators assigned to the case, then they will also receive Activities.
When the issue has been resolved, all associated and open activities for the Total Loss are marked as Completed.
Adjusters will need to have the HiMarley - TLA Issue Notifications (tlaissuenotifications_Acc) permission to receive activities.
Document Management Integration
Process and Store Inbound Images/Videos (Media) Files
As Hi Marley stores all messages, the accelerator will detect if the inbound (claim participant) message is an image or video. When that occurs, the media will be sent to ClaimCenter via webhook as an auto-generated AWS link. The accelerator will process that link and store the media file in the document management system associated you ClaimCenter instance.
Image or Videos Webhook Flow
Image or Videos in ClaimCenter Documents
Automatic Hi Marley Account Creation
Users with the HiMarley - Automatic Create Operator permission are eligible to automatically be provisioned a Hi Marley account whenever the ClaimCenter attempts to create a case assigned to that user or reassign an existing case to that user.
Without this permission, those actions will fail. You can either retry after a ClaimCenter Admin adds this permission or add the user via the Hi Marley webapp.
Automated Flow Diagram
Admin Configuration Guide
Configure Accelerator Feature Flags
Accelerator feature flags will enable functionality without needing to redeploy ClaimCenter. When considering each flag, keep in mind the following:
- Does my organization have access to this Hi Marley platform/webapp functionality?
- The below table marks which functions may not be able in the webapp.
- Is there a usecase for any user to interact with this accelerator feature?
- If so, we recommend leaving it enabled since the User Permissions can be used to block access to certain screens/functions.
Feature Flags for the Hi Marley Accelerator can be found under Administration > Hi Marley Operator
| Feature Flag | Description | Additional Notes | Functionality Description | Associated Accelerator Version |
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Case Visibility |
Enable Hi Marley Case Details screen in Guidewire |
Disabling this will prevent users from accessing Hi Marley Case Details in Guidewire | 1.0 | |
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Create or Change Operator |
Enable automatic account provisioning and automatic claim reassignment. |
The Automatic Create Operator permission will determine which users can be provisioned a Hi Marley account. | Assign/reassign operator in Hi Marley when Claim file is reassigned. | |
| Automatic Hi Marley Account Creation | ||||
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Enable Send Message UI |
Enable send SMS UI to allow users sending messages from ClaimCenter. |
The View Send message UI permission will determine which users can access this UI. | Send SMS | |
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Download Transcript |
Enable Ad Hoc Downloading of Transcript on the Hi Marley Case Details screen. |
The View download transcript button permission will determine which users can see this button. | Download Transcript | |
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Automatic Sync Notes |
Enable ClaimCenter receiving Hi Marley Case Notes. |
Case Notes is a Hi Marley webapp feature that you may not have access to. | Live update of Hi Marley Case Notes | |
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Enable Send Template |
Enable using ClaimCenter templates for sending SMS. |
The View send template permission will determine which users can access ClaimCenter Templates. | Send SMS using Template | |
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Enable Live SMS Update |
Enable ClaimCenter receiving SMS messages and store in the case details screen. |
The View live update permission will determine which users can see this button. | Hi Marley Case Data | 1.1 (name updated) |
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Enable Live Update (v1.0 name) |
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Enable Live SMS Updates to Notes |
Enable ClaimCenter receiving SMS messages from Hi Marley in Guidewire Claim Notes. |
Live updates of SMS messages | 1.1 | |
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Enable SMS Notification |
ClaimCenter will generate an activity on the first inbound message per case. |
Claim Participant Inbound Message Activity | ||
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Enable Group Synchronize |
Enable synchronization of groups from Claim Center to HiMarley. |
Each ClaimCenter Group will need to be configured with the Enable Group Sync checkbox to be synced. | Synchronize groups from Claim Center to Hi Marley [v 1.1] | |
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Enable Secondary Operators |
Enable configuring Secondary Operators. |
Manage Secondary Operators | ||
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Enable Schedule Message |
Enable ability for operators to schedule an SMS message |
Schedule Message | 2.0 | |
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Parties Involved |
Open a new Hi Marley case on an existing claim from the Parties Involved tab. View open Hi Marley cases from the Parties Involved tab. |
Open Case from an existing Claim - On existing claim users can create a new Case from Parties Involved tab. The Case will be sent to HiMarley to Open a new Case. If the case is open correctly, it will be visible in the case list. Enabling/disabling this permission will also control whether Hi Marley cases will appear in the Parties Involved section. | Create a Case from Parties Involved Tab | |
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Enable Brand |
Enabling will send the Brand value on the case creation API |
Brand is a required field and must match Brands created within the Hi Marley webapp | Integrating Line of Business & Brands | 2.2 |
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Enable Line of Business |
Enabling will send the Line of Business value in the case creation API |
A Hi Marley case can be created with a Brand but without a Line of Business. If enabled, the Line of Business passed in the request must correspond with a Line of Business under the desired Brand as established in the Hi Marley webapp. | Integrating Line of Business & Brands | |
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Override to Single Brand |
Enabling will allow you to override new case creation API requests to a single Brand, which can be populated in the open text field below |
Brand is a required field and must match Brands created within the Hi Marley webapp | Integrating Line of Business & Brands | |
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Case Closure - Download Transcript |
Enabling will automatically download a copy of the case transcript in PDF when the Hi Marley case has been closed |
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Generate activities for TLA issues |
Enabling will generate new activities related to the TLA (Total Loss Assist) workflow via Hi Marley |
Only applies if your organization has TLA for Hi Marley | Total Loss Assist | 3.0 |
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Assign author for Hi Marley Case event note |
Overrides the default value and assigns an author (i.e. the sender) to the Case Note |
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Coaching |
Please refer to the Coaching section on this page for additional information: Configure Coaching Feature Flags |
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Parties Involved Tab |
This Feature Flag controls whether the Hi Marley Cases tab will appear under each contact in Parties Involved |
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Enable FNOL Case Creation |
Enabling will provide the option to create a new Hi Marley case, link an existing case, or skip creating a case during the FNOL flow |
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Data Enablement of Automation |
Enable or disable additional information in case payloads |
Configure Coaching Feature Flags
The coaching bundle is available in Hi Marley based on your organizations contract.
Learn more about the Coaching Bundle
| Feature Flag | Description | Functionality Description | Associated Accelerator Version | |
| Coaching Alerts |
Turns on the UI changes on the message level table |
Message Needs Attention/Action Alert [v1.1] | v 1.1 | |
| Generate Assigned Adjuster Activity |
Generates an activity for messages that need attention or action for the primary operator assigned to the case |
Needs Attention/Action Alert for ClaimCenter user [v 1.1] | ||
| Generate Supervisor Activity |
Generates an activity for messages that need attention or action for the supervisor of the primary operator assigned to the case |
Needs Attention/Action Alert for Supervisor of ClaimCenter User [v 1.1] |
User Permissions
| Permission | Code | Description | Associated Accelerator Version |
| HiMarley - Ability to view Hi Marley Cases | viewcases | View Hi Marley case Details (screen). | 1.0 |
| HiMarley - Automatic Create Operator | automaticcreateoperator | Automatically create a Hi Marley account for user when case is assigned/created. | |
| HiMarley - Automatic sync notes | automaticsyncnotes | ||
| HiMarley - View download transcript button | viewdownloadtranscript | Access to download transcript button on Hi Marley case Details screen. | |
| HiMarley - View live updates from Hi Marley | viewliveupdate | View messages from Hi Marley. | |
| HiMarley - View Send message UI | viewsendmessage | Allow user to send messages via Hi Marley (requires Hi Marley Account). | |
| HiMarley - View send template | viewsendtemplate | Allow user to select ClaimCenter templates for send message UI. | |
| Hi Marley - Secondary Operators | secondaryoperators_Acc | Enable viewing the Case Secondary Operators table in the Case Details page | 1.1 |
| Hi Marley - View Group Synchronize | viewgroupupdate_Acc | Allow users to view the Hi Marley Group Sync button | 2.0 |
| HiMarley - Fire Activity | fireactivity_acc | Enable view fire activity | |
| HiMarley - Coaching Alerts | coachingAlerts_acc | Enable view coaching alerts | |
| HiMarley - FireActivityToSupervisor | fireactivitytosupervisor_acc | Enabled - an activity is created for the supervisor for the message alerts functionality | |
| HiMarley - FNOL Case creation | casecreationFnol_acc | Enable to view options to enroll in Hi Marley at the end of FNOL | 3.0 |
| HiMarley - TLA Issue Notifications | tlaissuenotifications_acc | Enables Total Loss Issue Activities when an Issue is created. |
Synchronize groups from Claim Center to Hi Marley
The ClaimCenter accelerator can synchronize specific groups from ClaimCenter into Hi Marley to ensure the hierarchy is available within our analytics dashboards, Insights.
This is a one-way sync that uses ClaimCenter as the source of truth.
If any groups are added to Hi Marley but not used within ClaimCenter please be sure that none of the group names overlap to prevent accidentally overwriting the non-ClaimCenter group.
Configuration
Enable the Enable Group Synchronize feature flag and the user managing groups should have the View Group Synchronize permission.
Enabling Automatic Group Synchronization
Each group in ClaimCenter can be enabled to automatically update in Hi Marley. While creating a new group or editing an existing group, check the Enable Group Sync button and Update to trigger the group creation or update in the Hi Marley webapp.
Hi Marley Group Sync Button
The Hi Marley Group Sync button will synchronize the group which is currently highlighted and all subgroups on demand.
Automatic Hi Marley Account Tracking
Whenever the accelerator creates or updates a group, it will check the current status of the Hi Marley account associated to the user to make sure it is active. That status will be stored in the column titled User is Active in Hi Marley. This will be leveraged as a part of the automated sync logic for group management.
Automated Group Synchronization Logic
The ClaimCenter accelerator will evaluate if the group exists in Hi Marley or if ClaimCenter users within the group have an active Hi Marley account.
Note: This logic only applies to groups enabled with group sync (described above)
| Action (via API) | Does Group Exist in Hi Marley? | Does Group include one supervisor and at least one user with an active Hi Marley account? |
| Group Created in Hi Marley | No | Yes |
| Group Updated in Hi Marley | Yes | Yes |
| Group Removed from Hi Marley | Yes | No |
Remove ClaimCenter Group from Hi Marley
Uncheck the Enable Group Sync checkbox on the group edit screen to trigger the Hi Marley API to remove the group from Hi Marley if it already exists.
Configure SMS Templates for Users
Navigate to Administration > Hi Marley Operator > Hi Marley Case Admin Add / Remove Template
Note: Editing templates is not possible, admins will need to delete and recreate templates to update them.
Create New Template
Select Add Template to write new template name and body.
Using ClaimCenter Variables in the SMS Templates
Admins can use data from ClaimCenter to auto-populate the SMS templates when a user selects them.
- Open an SMS Template
- Add the ClaimCenter parameter at the top of the message with the following this format <%@params( )%>.
- Use this parameter to pull from the hiMarleyClaim object: <%@params(hiMarleyClaim: Claim)%>
- Write the template message body in the next line and input any variables in ${}
- Display name for insured under the Hi Marley Claim: ${hiMarleyClaim.Insured.DisplayName}
Some Other Examples
- hiMarleyClaim.Insured.EmailAddress1.CityStateZip
- hiMarleyClaim.Insured.HomePhone
- hiMarleyClaim.Insured.EmailAddress1
Delete Template
Check the box of existing templates and select Delete Selected to remove them.
Configure Custom Automated Messages [v2.0]
ClaimCenter admins can select SMS templates that were configured to automatically trigger on Hi Marley cases during three specific claim events:
- Claim Closed
- Claim Reopened
- Claim Payment
These three events are part of the OOTB reference implementation. This system can be developed to extend to other events based on your specific workflow needs.
Import Custom Events XML
| Step | Action | Screenshot Example(Click to view full-size) |
| 1 | Download the custom events xml files | |
| 2 | Navigate to Adminstration -> Utilities -> Import Data | |
| 3 |
Upload the two XML files below into ClaimCenter in the following order: 1. Custom Events.xml - Loads the custom events array entity into ClaimCenter 2. Custom Event.xml - Loads the three specific events |
Select Active Events and Associated SMS Templates
| Step | Action | Screenshot Example(Click to view full-size) |
| 1 | Navigate to Administration -> Hi Marley Operator -> Hi Marley Case Admin Items | |
| 2 | Check the box in the IsActive column for events that you want to enable | |
| 3 | Select the search icon to navigate to all configured SMS templates | |
| 4 | Select the existing template that should be sent when the event is triggered. | |
| 5 | Select Save Settings at the top right of the Hi Marley Case Admin Items screen when all changes are completed. |
Deactivate Automated Message for an Event
Uncheck the IsActive checkbox for the event that you want to deactivate and select Save Settings.
Setting Cases to a Single Brand
Hi Marley recently introduced the ability to include Brands to Hi Marley cases The workflow below will only supports one brand; if you would like to use multiple brands, please consult this page: Integrating Line of Business
To assign a specific Brand to cases created in ClaimCenter, follow these steps:
- Set the override brand to the name found within the Brands section of your Hi Marley production webapp
- Turn on the Override Brand Flag (branding override = true)
- And turn SendBrand = true
Subscribing Webhooks in ClaimCenter
Webhooks are the primary way that information from Hi Marley, including case messages and opt status, are sent back to ClaimCenter. Follow the below steps to register webhooks in ClaimCenter.
Steps to Subscribe Webhooks in ClaimCenter
1. Navigate to Swagger UI in ClaimCenter
ClaimCenter embeds the swagger-ui tool to visualize any schemas for APIs deployed within the ClaimCenter instance. Navigate to the Swagger UI tool from your browser.
Below is the general URL format for the swagger-ui tool.
- URL Format <applicationURL>/resources/swagger-ui/
- Local Instance Example: http://localhost:8080/cc/resources/swagger-ui/
Note: If you are not able to access the swagger-ui tool, please refer to ClaimCenter documentation to understand any potential changes with the above.
2. Execute the GET / API Call
- Expand the API call - GET /
- Select 'Try it Out' to execute the API call from within the Swagger UI.
- Copy the API response to a temporary text editor file for reference. The API Response should include all API endpoints used in ClaimCenter including the Hi Marley accelerator.
3. Import Postman Collection with Webhook Subscriptions
- Download Postman Collection & Postman Environment with required webhook subscriptions.
- Import both of these files into postman.
- Update the x-api-key field in the postman environment with the API Key provided by Hi Marley.
Each API Call in the collection references a different webhook by Event ID that is used by the accelerator. As you complete step 4 below, you will replace the HTTP_ADDRESS for each request with the corresponding request URL you discover.
4. Find each URL path for the Hi Marley Accelerator
The rest of this documentation assumes the default certified accelerator. If your team has made any changes to the schema (URL paths, titles, descriptions etc) then you will need to account for those changes when reading these instructions.
For each Hi Marley Accelerator API do the following:
- Copy the URL from the docs element into the swagger-ui browser and select Explore.
- For each POST URL,
- Click on the POST request
- Select 'Try it out' & Execute (leave the default request body)
- Copy the Request URL to the corresponding webhook subscription (using the Event ID) in Postman.
- Reference the table below to match the POST method and API base path with the webhook subscription.
5. Subscribe the Webhooks
Once every webhook subscription contains the related Request URL from ClaimCenter, configure the rest of the subscription payload with any additional headers and authorization information that is required.
Please refer to our Webhook Overview Article for more details
Important Note: We recommend enabling flexible schema in the swagger YAML file and adding the following header to each webhook subscription.
"GW-UnknownPropertyHandling":"ignore"
Learn more about enabling flexible schema processing here
After you configure each subscription, execute the API call to subscribe the webhook for your organization in Hi Marley.
Default API Schemas in Accelerator
Note:If your team has made any changes to the schema (URL paths, titles, descriptions etc) then you will need to account for those changes when reading these instructions.
Accelerator Schema
| API Base Path | API Title | API Description | POST Method | Description | Hi Marley Webhook |
| /acc/himarley/opt | HiMarley Case Update API | API for accepting updates from HiMarley Site | /useroptin | Update Claim Participant status to OPT_IN | Event ID 2 (Zendesk Article) |
| /useroptout | Update Claim Participant status to OPT_OUT |
Event ID 1 |
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| /acc/himarley/sms | HiMarley Receive Message API | API for receiving sms messages from HiMarley Site | /notes | Record new note from Hi Marley Case | Event ID 16 |
| /messages | Record new message from Hi Marley Case | Event ID 14 | |||
| /acc/himarley/updates | HiMarley Case Update API | API for accepting updates from HiMarley Site | /closereopen | Record updated case status from Hi Marley (case closed or reopened) | Event ID 10 |
| Event ID 18 | |||||
| TLA Release Issue notification | Event ID 23 |