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            Visualize the Loans and Leases Related to Your Customer

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            Visualize the Loans and Leases Related to Your Customer

            Show information about all captive finance loans and leases and related stakeholders on a visual graph for Account records. Configure an Actionable Relationship Center (ARC) Graph with information that’s relevant for service representatives, financial consultants, and sales managers looking at Account records.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create an actionable relationship center graph: Access Actionable Relationship Center

            Enable Vehicle and Asset Finance to access the ARC templates.

            Note
            Note The Customer Financial Relationships ARC template works for person accounts, and the nodes use account contact relationships. On the Account Settings page in Setup, turn on Allow users to relate a contact to multiple accounts. And on the Person Accounts page in Setup, enable person accounts.
            Note
            Note Here we show you how to create an ARC relationship graph with multiple related objects from Account and display the graph on the Account page. You can add other objects and fields as per your company’s requirements. For example, you can follow these steps to create a similar relationship graph and show information that’s derived from assets, contacts, vehicles, and party relationship groups.
            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
            2. Click New Relationship Graph.
            3. On the Default Templates tab, select Customer Financial Relationships, and click Create Graph.
              This is a template purposefully designed to display loans and leases for an Account record in the Finance Console for Automotive app. You can create a graph from scratch or from other templates if required.
            4. Configure the graph properties:
              1. Enter a label, for example, Customer Loans and Leases, and a unique developer name.
                When you add the ARC Relationship Graph component to a record page, the label displays in the list of available graphs.
              2. Click the root node on the graph and complete the root node fields on the Properties tab:
                The template is designed for person accounts. You can customize the graph for business accounts.
              • Object: Person Account or Account
              • Node Configuration: Use As Default
            5. To add child nodes to the relationship graph, click the plus icon below the root node.
            6. Configure the child object:
              1. Complete the child node fields on the Properties tab if the root node is a person account:
              • Object: Account
              • Relationship Type: Many-to-Many
              • Parent Node Lookup Field: Account Contact Relationship
              • Parent Node Lookup Field: Contact
              • Object Lookup Field: Account
              1. Complete the child node fields on the Properties tab if the root node is a business account:
              • Object: Account
              • Relationship Type: Many-to-Many
              • Junction Object: Account Account Relationship
              • Parent Node Lookup Field: Contact
              • Object Lookup Field: Account
            7. To add another child node to the relationship graph, click the plus icon below the root node.
              1. Complete the child node fields on the Properties tab:
              • Object: Financial Account
              • Relationship Type: Many-to-Many
              • Junction Object: Financial Account Party
              • Parent Node Lookup Field: Account
              • Object Lookup Field: Financial Account
            8. Configure the child object for the node you created in Step 6:
              1. Complete the child node fields on the Properties tab if the root node is a business account:
              • Object: Contact
              • Relationship Type: One-to-Many
              • Parent Node Lookup Field: Account Name
              1. Complete the child node fields on the Properties tab if the root node is a person account:
              • Object: Person Account
              • Relationship Type: Many-to-Many
              • Junction Object: Account Contact Relationship
              • Parent Node Lookup Field: Account
              • Object Lookup Field: Contact
            9. To add a child node below the above child node, click the plus icon.
            10. Configure the child object:
              1. Complete the child node fields on the Properties tab if the root node is a business account:
              • Object: Financial Account
              • Relationship Type: One-to-Many
              • Junction Object: Financial Account Party
              • Parent Node Lookup Field: Contact
              • Object Lookup Field: Financial Account
              1. Complete the child node fields on the Properties tab if the root node is a person account:
              • Object: Financial Account
              • Relationship Type: Many-to-Many
              • Junction Object: Financial Account Party
              • Parent Node Lookup Field: Account
              • Object Lookup Field: Financial Account
            11. Save your changes.
              You can customize the graph further by renaming the nodes and adding actions at each node level, such as new call, new task, and more.

            Add the ARC Relationship Graph component to the Account page layout and assign the page layout to the Finance Console for Automotive app.

             
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