We.Finance Auto Insurance Renewal reference site walkthrough
Last update: June 24, 2024
CREATED FOR:
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- Developer
We.Finance Reference Site scenario
We.Finance site is a financial services site designed to help you learn the interactive communications capabilities of AEM Forms.
Read a detailed walkthrough of a We.Finance Auto Insurance use case that showcases how AEM forms and its integration with Microsoft® Dynamics helps personalize customer experience in a financial service company. The interactive walkthrough is designed to ease implementation of complex digital transactions and customer communication in a financial company.
The journey starts with the use case:
Sarah Rose is an existing We.Finance customer and has purchased an auto insurance policy. It is that time of the year for Sarah to renew her insurance policy. Gloria Rios is her insurance agent. We.Finance sends a reminder to Sarah about her policy renewal. Sarah follows the instructions provided in the email and successfully completes the process.
Auto-Insurance application walkthrough
The We.Finance Auto-Insurance application scenario is a visual narration for the user and is based on two personas:
- Sarah Rose, a We.Finance customer
- Gloria Rios, Insurance Agent, We.Finance
Gloria sends an Insurance policy renewal communication from We.Finance
Gloria logs into AEM instance, clicks Auto Insurance Renewal, and then clicks Open Agent UI. The click prefills the insurance document with policy details of Sarah Rose. Gloria clicks Submit and a message is displayed on the screen “Submission Initiated” and then in a few seconds “Submitted Successfully”.
Sarah receives an email with the subject “Your Auto Insurance Renewal”.
See it yourself
Go to Adobe Experience Manager > Forms > Forms & Documents > We.Finance > Auto Insurance. Select the Auto Insurance Renewal interactive communication and click Open Agent UI. The interactive communication opens up in the Agent UI. Enter a valid email address so they can receive the email with the attached policy document and click Submit.
You can access and review the Auto Insurance Renewal interactive communication directly from https://[authorHost]: authorPort]/aem/formdetails.html/content/dam/formsanddocuments/we-finance/autoinsurance/auto-insurance-renewal.
Sarah receives an insurance policy renewal communication from We.Finance and decides to renew
Sarah receives an email with an attachment from We.Finance, reminding Sarah that her Auto Insurance policy is about to expire. The attachment is the print version of Sarah’s Auto Insurance letter.
Sarah clicks Renew Now and is directed to the web version of her Auto Insurance letter. On top of this letter, Sarah finds the amount of time left for her policy before it expires. The page provides Sarah a basic overview of her Insurance Policy details such as Policy Number, Amount Due, and other information such as discount offers and loyalty rewards. Sarah again clicks Renew Now at the bottom of the policy.
How it works
The web and print output of your Auto Insurance letter are created using the multi-channel capabilities of Interactive Communications.
The Renew Now button in the email is linked to the Auto Insurance Renew application, which is an Interactive communication on a publish instance.
See it yourself
You must have received an email with an attached PDF. The PDF is a print version of your Auto Insurance letter. Click Renew Now to reach to the web version of the policy. Check your personal information and policy details and click Renew Now which takes you to another Interactive Communication.
The Renew Now button in the email directs Sarah to the policy on the web. You can visit the following URL:
https://[authorServer]:[authorPort]/content/document.html?schema=fdm&documentId=/content/forms/af/we-finance/autoinsurance/auto-insurance-renewal/channels/web.html&customerId=1
You can check the detailed summary of your Auto Insurance Renewal and click Renew Now at the bottom of the page.
Sarah reaches the payment page
We.Finance takes Sarah to the Payment page. Sarah rechecks her Policy Number and Date of Expiration with her records. On the right side of the page, Sarah checks the Payment Summary of the renewal with a 10% premium discount on the total amount.
How it works
The Renew Now button directs Sarah to the payment page. The payment page is an adaptive form.
See it yourself
Click Renew Now to reach to the Payment page. Fill in your Credit Card information, and click Make Payment.
You can reach the payment page in the authoring instance at
https://[authorServer]:[authorPort]/content/document.html?documentId=/content/forms/af/we-finance/credit-card/ccbillpayment.html&schema=fdm&customerId=1
Sarah makes the payment and completes the process
Sarah fills her Credit Card details and clicks Make Payment.
How it works
When Sarah fills the credit card details and clicks Submit, her credit card payment is processed and a thank you message configured in the adaptive form appears on the screen.
See it yourself
You can view the confirmation message after clicking Make Payment at
https://[authorServer]:[authorPort]/content/forms/af/we-finance/credit-card/ccbillpayment/jcr:content/guideContainer.guideThankYouPage.html?owner=admin&status=Submitted
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- Configuring forms workflow
- About administration and process terminology
- Managing Processes
- Configuring Business Calendars
- Overview of Forms workflow
- Configuring Out of Office Settings
- Searching for process instances
- Configuring Server Settings
- Working with stalled operations and branches
- Configuring Shared Queues
- Working with tasks
- Configuring Workspace
- Health Monitor
- Maintaining AEM forms
- Maintaining the AEM forms Database
- Maintaining the Application Server
- AEM forms Backup and Recovery
- Backing up and recovering the EMC Documentum repository
- Enabling and disabling safe backup mode
- Backing up the AEM forms data
- Files to back up and recover
- Backup and recovery strategy for AEM forms
- PDF Generator backup limitations
- Backup strategies for watched folders
- Recovering the AEM forms data
- Backup strategy for Connector for EMC Documentum users
- Strategy for backup and restore in a clustered environment
- System information service
- Process Reporting
- Developer Reference
- HTML Template Language
- AEM plug-in to debug adaptive forms
- AEM Forms Java API Reference
- AEM Forms on JEE Java API Reference
- Form Bridge APIs for HTML5 forms
- JavaScript Library API reference for Adaptive Forms
- Assembler Service and DDX Reference
- Workbench Help
- Programming with AEM Forms on JEE
- Introduction to programming with AEM Forms on JEE
- Understanding AEM Forms Processes
- Service container
- Developing SPIs for AEM Forms
- Java API Quick Start - Code Examples
- Application Manager Client JavaAPI Quick Start(SOAP)
- Application Manager Service JavaAPI Quick Start(SOAP)
- Assembler Service Java API QuickStart(SOAP)
- Acrobat Reader DC extensions Service Java API Quick Start(SOAP)
- Backup and Restore Service APIQuick Starts
- Barcoded Forms Service Java APIQuick Start(SOAP)
- Components and Services Java APIQuick Start(SOAP)
- Convert PDF Service Java API QuickStart(SOAP)
- Credential Service Java API QuickStart(SOAP)
- Distiller Service Java API QuickStart(SOAP)
- DocConverter Service Java API QuickStart(SOAP)
- Document Management Service (Deprecated)Java API Quick Start(SOAP)
- Document Security Service JavaAPI Quick Start(SOAP)
- Encryption Service Java API QuickStart(SOAP)
- Endpoint Registry Java API QuickStart(SOAP)
- Form Data Integration Service JavaAPI Quick Start(SOAP)
- Forms Service API Quick Starts
- Generate PDF Service Java API QuickStart(SOAP)
- Invocation API Quick Starts
- LiveCycleProcess Java API(SOAP)Quick Start
- Output Service Java API Quick Start(SOAP)
- PDF Utilities Service Java APIQuick Start(SOAP)
- Repository Service API Quick Starts
- Signature Service Java API QuickStart(SOAP)
- Task Manager Service Java API QuickStart(SOAP)
- User Manager Java API Quick Start(SOAP)
- XMP Utilities Service Java APIQuick Start(SOAP)
- Invoking AEM Forms on JEE using APIs
- Performing Service Operations using APIs
- Performing Service Operations Using APIs
- Rendering Forms
- Assembling PDF Documents
- Programmatically Assembling PDF Documents
- Converting Between File Formats and PDF
- Programmatically Disassembling PDF Documents
- Assembling Encrypted PDF Documents
- Assembling Multiple XDP Fragments
- Assembling Documents Using Bates Numbering
- Assembling Non-Interactive PDF Documents
- Assembling PDF Documents with Bookmarks
- Assigning Usage Rights
- Assembling PDF Portfolios
- Calculating Form Data
- Creating Web Applications thatRenders Forms
- Creating PDF Documents with SubmittedXML Data
- Disassemble a PDF document using the web service API
- Determining Whether Documents Are PDF/A-Compliant
- Dynamically Creating DDX Documents
- Handling Submitted Forms
- Optimizing the Performance of theForms Service
- Passing Documents to the FormsService
- Prepopulating Forms with Flowable Layouts
- Rendering Forms Based on Fragments
- Rendering Forms By Value
- Rendering Forms as HTML
- Rendering Forms at the Client
- Rendering HTML Forms Using Custom CSS Files
- Rendering HTML Forms with CustomToolbars
- Rendering Interactive PDF Forms
- Rendering Rights-Enabled Forms
- Validating DDX Documents
- Converting PDF to Postscript andImage Files
- Converting Postscript to PDF Documents
- Creating Document Output Streams
- Digitally Signing and Certifying Documents
- Encrypting and Decrypting PDF Documents
- Importing and Exporting Data
- Managing Users
- Working with AEM Forms Repository
- Working with barcoded forms
- Working with Credentials
- Working with PDF/A Documents
- Working with PDF Utilities
- Working with XMP Utilities
- Preparing AEM Forms for Backup
- Programmatically Managing Endpoints
- Programmatically managing the Preferences Nodes
- Protecting Documents with Policies
- Validate a DDX document using the web service API
- Troubleshooting
- Unable to use some forms features with certain versions of Oracle JDK
- Additional Steps to get Email with Attachment for Adaptive Forms On JEE version
- Unable to convert Word or Excel file to PDF on Windows Server
- Unable to open XFA-based PDF forms in Google Chrome, Firefox, Microsoft Edge, Microsoft Internet Explorer, or Apple Safari
- Unable to restore CRX Repository
- Service unavailable errors after installing AEM 6.5.15.0 service pack
- AEM Forms JEE 6.5.15.0 service pack installation issue on JBoss Linux environment
- Processing documents even if the AEM Forms server is not fully up and running
- Unable to use Output service, Forms service, or Document of Record (DoR) service
- Mitigating Struts 2 RCE Vulnerabilities for Experience Manager Forms
- Failure to backup database during upgrade to 6.5.12.0 for MySQL
- PDF generation fails to print a large number of PDFs on WorkBench
- How to properly restart AEM SDK
- PaperCapture service fails to perform OCRs on PDFs
- Legacy documentation
- Using the execute script service in AEM Forms on JEE Workbench to build XML data
- Compressing and decompressing files using a AEM Forms on JEE Custom DSC
- Configuring and troubleshooting an AEM Forms on JEE server cluster
- Generating and working with Hashes in dynamic PDF forms
- Passing credentials using WS-Security headers
- Content and Commerce
- Headless
- AEM Headless Journeys
- AEM Headless Developer Journey
- Understand Headless in AEM
- Learn about CMS Headless Development
- Getting Started with AEM Headless
- Path to your first experience using AEM Headless
- How to model your content as AEM Content Models
- How to access your content via AEM delivery APIs
- How to update your content via AEM Assets APIs
- How to put it all together
- How to go live with your headless application
- Optional - How to create single page applications with AEM
- AEM Headless Content Architect Journey
- AEM Headless Content Author Journey
- AEM Headless Translation Journey
- What is a documentation journey?
- Implementing
- Developing
- Introduction for Developers
- Getting Started Developing AEM Sites - WKND Tutorial
- AEM Core Concepts
- Structure of the AEM Touch-Enabled UI
- Concepts of the AEM Touch-Enabled UI
- AEM Development - Guidelines and Best Practices
- Using Client-Side Libraries
- Developing and Page Diff
- Editor Limitations
- The CSRF Protection Framework
- Data Modeling - David Nuescheler’s Model
- Contributing to AEM
- Security
- Reference Materials
- Create a Fully Featured Website (Classic UI)
- Designs and the Designer (Classic UI)
- Migration to the Touch UI
- Platform
- Sling Cheatsheet
- Using Sling Adapters
- Tag Libraries
- Templates
- Using the Sling Resource Merger in AEM
- Overlays
- Naming Conventions
- Creating a New Granite UI Field Component
- Query Builder
- Tagging
- Customizing Pages shown by the Error Handler
- Custom Node Types
- Adding Fonts for Graphic-Rendering
- Connecting to SQL Databases
- Externalizing URLs
- Creating and Consuming Jobs for Offloading
- Configuring Cookie Usage
- How to programmatically access the AEM JCR
- Integrating Services with the JMX Console
- Developing the Bulk Editor
- Developing Reports
- Components
- Core Components
- Style System
- Components Overview
- AEM Components - The Basics
- Developing AEM Components
- Developing AEM Components - Code Samples
- JSON Exporter for Content Services
- Enabling JSON Export for a Component
- Image Editor
- Decoration Tag
- Using Hide Conditions
- Configuring Multiple In-Place Editors
- Developer Mode
- Testing Your UI
- Components for Content Fragments
- Obtaining Page Information in JSON Format
- Internationalization
- Classic UI Components
- Headful and Headless in AEM
- Headless Experience Management
- Headless and AEM
- Headless Journeys
- Headless Developer Journey
- Understand Headless in AEM
- Learn about CMS Headless Development
- Getting Started with AEM Headless as a Cloud Service
- Path to your first experience using AEM Headless
- How to model your content as AEM Content Models
- How to access your content via AEM delivery APIs
- How to update your content via AEM Assets APIs
- How to put it all together
- How to go live with your headless application
- Optional - How to create single page applications with AEM
- Headless Content Architect Journey
- Headless Developer Journey
- Getting Started Guides
- Content Fragments
- Headless Delivery with Content Fragments and GraphQL
- Working with Content Fragments
- Enable Content Fragment Functionality for your Instance
- Content Fragment Models
- Managing Content Fragments
- Variations - Authoring Fragment Content
- Markdown
- Using Associated Content
- Metadata - Fragment Properties
- Structure Tree
- Preview - JSON Representation
- Delivery API
- Assets HTTP API
- Content Fragments REST API
- Content Fragments GraphQL API
- Managing GraphQL Endpoints
- Using the GraphiQL IDE
- Persisted Queries
- Optimizing GraphQL Queries
- Updating your Content Fragments for optimized GraphQL Filtering
- Authentication for Remote AEM GraphQL Queries on Content Fragments
- AEM GraphQL API with Content Fragments - Sample Content and Queries
- The Universal Editor
- Hybrid and SPA AEM Development
- Hybrid and SPA with AEM
- SPA Introduction and Walkthrough
- SPA WKND Tutorial
- Getting Started using React
- Implementing a React Component for SPA
- Getting Started using Angular
- SPA Deep Dives
- Developing SPAs for AEM
- SPA Editor Overview
- SPA Blueprint
- SPA Page Component
- Dynamic Model to Component Mapping for SPAs
- SPA Model Routing
- The RemotePage Component
- Editing an External SPA within AEM
- Composite Components in SPAs
- Enabling JSON Export for a Component
- Launch Integration
- SPA Reference Materials
- Development Tools
- Development Tools
- AEM Modernization Tools
- Dialog Editor
- Dialog Conversion Tool
- Developing with CRXDE Lite
- Managing Packages Using Maven
- How to Develop AEM Projects Using Eclipse
- How to Build AEM Projects using Apache Maven
- How to Develop AEM Projects using IntelliJ IDEA
- How to use the VLT Tool
- How to use the Proxy Server Tool
- AEM Brackets Extension
- AEM Developer Tools for Eclipse
- AEM Repo Tool
- Personalization
- Extending AEM
- Extending AEM using Adobe Developer App Builder
- Customizing Page Authoring
- Customizing the Consoles
- Customizing Views of Page Properties
- Configuring your Page for Bulk Editing of Page Properties
- Customizing and Extending Content Fragments
- Content Fragments Configuring Components for Rendering
- Experience Fragments
- Extending Workflows
- Extending the Multi Site Manager
- Tracking and Analytics
- Cloud Services
- Creating Custom Extensions
- Forms
- Request Analysis Script
- Extending Classic UI
- Testing
- Best Practices
- Best Practices Overview
- AEM Development Guidelines and Best Practices
- Development Best Practices
- Content Architecture
- Software Architecture
- We.Retail Reference Implementation
- We.Retail Reference Implementation
- Trying out Content Fragments in We.Retail
- Trying out Core Components in We.Retail
- Trying out Editable Templates in We.Retail
- Trying out Responsive Layout in We.Retail
- Trying out the Globalized Site Structure in We.Retail
- Trying out Experience Fragments in We.Retail
- Coding Tips
- Code pitfalls
- OSGI Bundles
- JCR Integration
- Code Samples
- Troubleshooting Slow Queries
- Mobile Web
- Introduction for Developers
- Deploying
- Introduction to the AEM Platform
- Deploying AEM
- Deploying and Maintaining
- Recommended Deployments
- Application Server Install
- Custom Standalone Install
- Command Line Start and Stop
- Configuring node stores and data stores in AEM 6
- Revision Cleanup
- Oak Queries and Indexing
- How to Run AEM with TarMK Cold Standby
- RDBMS Support in AEM 6.5
- Indexing via the Oak-run Jar
- Oak-run.jar Indexing Use Cases
- Troubleshooting Oak Indexes
- Opting Into Aggregated Usage Statistics Collection
- Troubleshooting
- Configuring AEM
- Basic Configuration Concepts
- Logging
- Configuring OSGi
- OSGi Configuration Settings
- Run Modes
- Web Console
- Replication
- Replicating Using Mutual SSL
- Troubleshooting Replication
- Expiration of Static Objects
- Version Purging
- Monitoring and Maintaining Your AEM instance
- Offloading Jobs
- Resource Mapping
- Consistency and Traversal Checks
- Performance Guidelines
- Performance Optimization
- Assets Performance Guide
- Configuration How-To Articles
- Configuring Web Console
- Upgrading to AEM 6.5
- Upgrading to AEM 6.5
- Planning Your Upgrade
- Assessing the Upgrade Complexity with the Pattern Detector
- Backward Compatibility in AEM 6.5
- Upgrade Procedure
- Performing an In-Place Upgrade
- Using Offline Reindexing To Reduce Downtime During an Upgrade
- Lazy Content Migration
- Using the CRX2Oak Migration Tool
- Pre-Upgrade Maintenance Tasks
- Post Upgrade Checks and Troubleshooting
- Upgrading Custom Search Forms
- Sustainable Upgrades
- Upgrading Code and Customizations
- Upgrade Steps for Application Server Installations
- List of Obsolete Bundles Uninstalled After the Upgrade
- Repository Restructuring
- Repository Restructuring in AEM 6.5
- Common Repository Restructuring in AEM 6.5
- Sites Repository Restructuring in AEM 6.5
- Assets Repository Restructuring in AEM 6.5
- Dynamic Media Repository Restructuring in AEM 6.5
- Forms Repository Restructuring in AEM 6.5
- E-Commerce Repository Restructuring in AEM 6.5
- Repository Restructuring for AEM Communities in 6.5
- Best Practices
- Fluid Experiences
- Developing
- Managing
Espressos & Experience Manager: AEM Forms
Espressos & Experience Manager
Thursday, Mar 6, 7:00 PM UTC
Join Adobe's AEM product team as they highlight AEM Forms' latest innovations, including: the new Gen AI Assistant, Unified Composition with AEM Sites, and new ways to deploy forms through conversations.
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Elevate and Empower Teams with Agentic AI for Exceptional Experiences
Online | Strategy Keynote | General Audience
Elevate and empower your CX teams with AI that transforms creativity, personalization, and productivity. Discover how Adobe is...
Tue, Mar 18, 1:00 PM PDT (8:00 PM UTC)
Driving Marketing Agility and Scale: Transforming your Content Supply Chain with AI
Online | Strategy Keynote | General Audience
Marketers everywhere are feeling the pressure to deliver impactful campaigns faster and at greater scale. This Strategy Keynote explores...
Tue, Mar 18, 2:30 PM PDT (9:30 PM UTC)
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