Starting an Integration Project

Before kicking off the integration project with Hi Marley, please review the form questions + related documentation with both the business and technical team.

Once you complete your review, please reach out to your CSM to plan a discovery session with a member of the Integrations team so that we can understand what integrations you would like to include in your project.

Review the section for each integration that you are interested in. Custom Integration indicates any systems that are not listed since we don't have a packaged integration for them. 

• SSO Overview (Separate Article)
• SFTP Overview (Separate Article)
• API Integration
  • Custom API Integration / Other Platform or Version
    • Select this if you want to develop our API into a unlisted platform or platform version.
  • DuckCreek Claims On-Demand (v12)
  • Guidewire ClaimCenter
  • Guidewire InsuranceNow - Garmisch (2023.1) or later
  • Insuresoft Diamond - August'23 Release or Later
  • Sapiens P&C Coresuite - June'23 Release or Later
  • Sapiens WC Coresuite - June'22 Release or Later
  • Salesforce Sales Cloud
  • Salesforce Service Cloud

Custom Integrations

If you are unsure where to start, we recommend having a look at the integration tiers that group these APIs & Webhooks into a common path of integrations developed. 

This is meant solely as a baseline to start forming your integration project. While determining what you need from an integration, you will likely cherry-pick requirements between the core and advanced tier. 

 

Answer each question to the best of your knowledge based on your organizations needs. Our team can review these responses and finalize the scope of the integration during a kick-off call. 

What actions do you want to integrate into your system? (API Integrations)

1. Initiate Hi Marley Conversation (Open Case)
   • What Features do you want to include with Case Creation? (Optional) - We can review these options during our kick-off call. 
     1. Cases Segmented by Brand & Line of Business - Overview
     2. Set Cases to Private Visibility - Overview
     3. Translated Welcome Messages - Overview
     4. Secondary Operators - Overview
   • Will Adjusters Create cases both in the webapp and system of record?
     1. Yes
     2. No, System of Record Only
     3. Unsure
2. Manage Hi Marley Cases
   1. Assign Primary Operator
      • When the primary operator is assigned to a case, should Hi Marley trigger an automated reassignment notification? (Optional)
        1. Yes, notify the customer about the newly assigned operator/adjuster.
        2. No, don't trigger any notification.
        3. Unsure
   2. Close Case
   3. Reopen Case
   4. Update Case
      • What data do you think you will want to update based on business needs? 
        1. Brand - Overview
        2. Case Visibility - Privacy - Overview
        3. Claim Number
        4. Policy Number
        5. Secondary Operators (Add/ Remove)- Overview
        6. Translated Language - Overview
3. Retrieve Hi Marley Case Data
   • How do you want to retrieve case data? 
     If you are unsure, we can review the business need together and recommend an option.
     1. Get All Updated Cases from a specific past day range
     2. Get All Cases by ReferenceID (claimNumber, policyNumber)
     3. Get Single Case by CaseID
4. Send Messages
   • What type of messages do you want to send?
     1. SMS Messages
        • What is the purpose of the SMS Messages that will be triggered from your system?
          1. Ad-Hoc Adjuster Messages
          2. Automated Messages (e.g notifications, reminders)
     2. Resend Welcome Messages
     3. Hi Marley Survey
5. Manage Scheduled Messages
   • What Scheduled Message Features do you want to integrate?  We recommend considering all features to properly sync scheduled messages within webapp and via API.
     1. Create Schedule Message
     2. Delete Scheduled Message
     3. Retrieve all scheduled messages for a case
6. Manage Hi Marley Groups
7. Download Transcripts Directly (PDF or JSON)

What data do you want recorded in your system? (HTTP Webhook Integrations)

1. User Opt Status - Event ID 1&2
2. Case Status Updates 
   • When do you want to update the case status in your system? 
     1. Case Closed (ID 10)
     2. Case Created (ID 20)
     3. Case Reassigned (ID 21)
     4. Case Reopened (ID 18)
3. Messages (Event ID 14)
   • What messages do you want to record in your system? - The webhook will push all of this data but you may not want to record them all based on the workflow.
     • All
     • Customer Media Files
     • Customer SMS Messages
     • Hi Marley Automated Messages
     • Operator/Adjuster Messages
4. Case Notes (Event ID 16 + 17)
5. Coaching Alerts - Message Intelligence (ID 22)
6. JSON Case Transcripts on Case Closure (Event ID 11)
7. Inbound Flow Completed (Event ID 19)