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            Financial Services | FinServ Package Extract Life Events (FSC Managed Package)

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            Financial Services | FinServ Package Extract Life Events (FSC Managed Package)

            Extract life events from meeting notes. Identify life events, types, and dates for wealth management advisors.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use FinServ Package Financial Advisor Assistance:

            Einstein for Financial Services user permission

            AND

            Financial Advisor Assistance setting
            To use Agentforce: Agent Platform Builder permission set
            To run Prompt Templates: Execute Prompt Templates user permission
            See Common User Access for Standard Agent Actions.
            Note
            Note This is a Financial Services Cloud managed package feature.

            Action Details

            API Name FinServPkgExtractPersonLifeEvents
            Reference Action Type Prompt Template
            Reference Action FinServ Package Extract Person Life Events
            Does this action execute one or more prompt templates? Yes
            Required Setup FinServ Package Financial Advisor Assistance
             
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