Integration - journeys & source to target mapping

Defined journeys

Journey Nr Journey

1 Unqualified Leads to Salesforce from Snowflake

2 Quote To Buy to Salesforce from Instanda

3 Customer Profile Update to Salesforce from Instanda

4 MTA Customer Profile MTA - Name on Cover to Salesforce from Instanda

5 Customer Profile MTA - Occupation to Salesforce from Instanda

6 Customer Profile MTA - Home Address to Salesforce from Instanda

7 Customer Profile MTA - Registration Number to Salesforce from Instanda

8 Customer Profile MTA - Policy to Salesforce from Instanda

9 Customer Profile MTA - Company Name to Salesforce from Instanda

10 Policy Renewal to Salesforce from Instanda

11 Policy Cancellation to Salesforce from Instanda

12 Claims to Salesforce from Instanda

13 Customer Account to Snowflake from SalesForce

14 Customer Contact to Snowflake from SalesForce

15 Case to Snowflake from SalesForce

Integration API contexts

Journey Nr. Journey Sub Action Routing Source Route AWS Target Endpoint Payload Mappings Logic Notes
variable API
name Gateway
endpoint

1 Unqualified Snowflake Matillion to SF Customer SF Finance SF json - unique This

Leads Finance cloud API Cloud endpoint: endpoint journey
/services currently
Path: /data/v51.0 does not
/customer /sobjects use an
/unqualified- /Lead AWS
lead /GuideWireI Gateway
d__c/ integration.
(currently {guidewireid} The API
not in use) endpoint is
implemente
d and
ready to be
used in the
future if
needed.
2 Quote To Quick variable InstandA All subactions Event SF SF json Quote To filter on SalesForce
Buy Quote event_name: follow the same Ingestion Finance endpoint: Buy event_name splits out
Referred webhook from API Cloud the different
Quick std_quick InstandA. SnowFla /services sub actions
Quote _quote_u Path: ke (via /apexrest within its
Referral pdated Route: /publish- S3 data /quoteToBuy own
Rejected std_quote event lake) environment.
Quick _updated Instanda AWS
Quote std_sale_ Event Ingestion
Referral completed API Gateway
Cleared (single endpoint
Quick for all sub
Quote actions) Lambda
Referred (filter out Quote
Referral to Buy Context)
Rejected
Referral Kinesis
Cleared Data
Quote Stream
SaleComp Stream
lete Processor
Lambda
API
Gateway
Proxy
Lambda
SF
Finance
cloud
Kinesis
Data
Stream
Firehose
S3

3 Customer InstandA Instanda AWS Customer SF Finance SF json - unique

Profile Customer API API Cloud endpoint: endpoint
Update Gateway Proxy /services
Lambda SF Path: /data/v51.0
Finance Cloud /customer /sobjects
/profile/ /Contact
{profile-id} /Profile_Id_
_c/
{profileId}
4-9 Customer Quick variable InstandA All subactions Event SF SF json MTA filter on A
MTA Quote event_name: follow the same Ingestion Finance endpoint: event_name composite
Referred webhook from API Cloud /services , all events request is
Quick mta_quic InstandA. SnowFla /data/v51.0 are passed used to
Quote k_quote_ Path: ke (via /composite on to S3 update all
Referral updated Route /publish- S3 data but only fields that
Rejected mta_quot mta_quick_quote event lake) mta_sale_c could have
Quick e_updated _updated, ompleted been
Quote mta_sale mta_quote_updat events are updated by
Referral _complet ed: passed on a MTA.
Cleared ed to This is
Referred Instanda AWS Salesforce done as it’s
Referral Event Ingestion not
Rejected API Gateway possible to
Referral (single endpoint identify
Cleared for all sub from the
actions) Lambda event itself
Quick (filter out MTA which fields
Quote Context) actually
Quote need to be
SaleComp Kinesis updated.
lete Data
Stream
Stream
Processor
Lambda
(not
passed on
to
Salesforce)
Kinesis
Data
Stream
Firehose
S3

Route
mta_sale_comple
ted:

Instanda AWS
Event Ingestion
API Gateway
(single endpoint
for all sub
actions) Lambda
(filter out MTA
Context)

Kinesis
Data
Stream
Stream
Processor
Lambda
API
Gateway
Proxy
Lambda
SF
Finance
cloud
Kinesis
Data
Stream
Firehose
S3
10 Policy Quick variable InstandA All subactions Event SF SF json Policy filter on
Renewal Quote event_name: follow the same Ingestion Finance endpoint: Renewal event_name
Referred webhook from API Cloud
Quick policy_re InstandA. SnowFla /services
Quote newal_qui Path: ke (via /apexrest
Referral ck_quote Route: /publish- S3 data /policyRene
Rejected _updated event lake) wal
Quick policy_re Instanda AWS
Quote newal_qu Event Ingestion
Referral ote_updat API Gateway
Cleared ed (single endpoint
Quick policy_re for all sub
Quote newal_sal actions) Lambda
Referred e_comple (filter out Policy
Referral ted Renewal
Rejected Context)
Referral
Cleared Kinesis
Quote Data
SaleComp Stream
lete Stream
Processor
Lambda
API
Gateway
Proxy
Lambda
SF
Finance
cloud
Kinesis
Data
Stream
Firehose
S3

11 Policy Cancelled variable InstandA All subactions Event SF SF json Policy filter on
Cancellation CancelFro event_name: follow the same Ingestion Finance endpoint: Cancellation event_name
mInception webhook from API Cloud
CancelFro policy_ca InstandA. SnowFla /services
mRenewal ncelled Path: ke (via /data/v51.0
Route: /publish- S3 data /sobjects
event lake) /InsuranceP
Instanda AWS olicy
Event Ingestion /Instanda_P
API Gateway olicy_Numb
(single endpoint er__c/
for all sub {instandaPo
actions) Lambda licyNumber}
(filter out Policy
Cancellation
Context)

Kinesis
Data
Stream
Stream
Processor
Lambda
API
Gateway
Proxy
Lambda
SF
Finance
cloud
Kinesis
Data
Stream
Firehose
S3
12 Claims event_name_tac InstandA All subactions Event SF SF json Claims filter on InstandA
tical_1st_trigger: follow the same Ingestion Finance endpoint: event_name currently
claim_created webhook from API Cloud /services _tactical_1st can not
InstandA. SnowFla /data/v51.0 _trigger and adjust the
event_name_tac Path: ke (via /composite event_name event_name
tical_2nd_trigger Route: /publish- S3 data _tactical_2n variable for
: event lake) d_trigger the claims
claim_submitted Instanda AWS journey
Event Ingestion which is
API Gateway why the
(single endpoint event_name
for all sub _tactical_1s
actions) Lambda t_trigger
(filter out Claims and
Context) event_name
_tactical_2n
Kinesis d_trigger
Data variables
Stream are used
Stream instead
Processor
Lambda
API
Gateway
Proxy
Lambda
SF
Finance
cloud
Kinesis
Data
Stream
Firehose
S3

13 Customer event_name: SF Finance SF Finance Event SnowFlake - json - filter on

Account Cloud Cloud AWS Ingestion (via s3 data event_name
customer Event Ingestion API lake)
_account API Gateway
_created Kinesis Data Path:
customer Stream Firehose /publish-
_account S3 event
_updated
customer
_account
_deleted

14 Customer event_name: SF Finance SF Finance Event SnowFlake - json - filter on

Contact Cloud Cloud AWS Ingestion (via s3 data event_name
customer Event Ingestion API lake)
_contact_ API Gateway
created Kinesis Data Path:
customer Stream Firehose /publish-
_contact_ S3 event
updated
customer
_contact_
deleted

15 Case event_name: SF Finance SF Finance Event SnowFlake - json - filter on

Cloud Cloud AWS Ingestion (via s3 data event_name
case_cre Event Ingestion API lake)
ated API Gateway
case_upd Kinesis Data Path:
ated Stream Firehose /publish-
case_del S3 event
eted

Notes

InstandA to set variable “event_name” default value “undefined”

if “undefined” check payload values to determine journey
if not use it directly as defined in the routine variable name column
Opt-out journey is not following the AWS API Gateway route at the moment.

Initial high overview of potential operation patterns from workshops

Operation Context / Data Direction Pattern

Create / Update Customer Profile Instanda SF API Call

Create / Update Policy / Quote Instanda SF Publish Event

Read / Look-up ANY Instand SF API Call

Read / Look-up Vehicle Information Instanda DVLA/Experian API Call

Create / Update ANY Instanda AP Data Platform Publish Event

Create / Update ANY SF AP Data Platform Publish Event

Create / Update Customer / Lead AP Data Platform SF API Call

Create / Update Customer / Lead SFFC SFMC Internal Synch

Note: Above is not an exhaustive list and more will be added as the integrations are worked through