Explore the OmniStudio Components for Automotive Finance

The Account and Financial Account record pages in the Finance Console for Automotive contains flexcards that display information about the related financial transactions, vehicles, and titles. Download the latest version of the OmniStudio package and add the OmniStudio Designer license to your org. You can then customize the Omnistudio Data Mappers, FlexCards, and Integration Procedures to modify the type of information you want to display to your users.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.

Note Disable the Managed Package Runtime setting to create multiple versions of flexcards. You can clone the Omnistudio components to extend and modify standard OmniStudio content.

Predefined Data Mappers Used in the Finance Console for Automotive

Customize the predefined data mappers if you want to modify how data is extracted, transformed, and written back to the console.

Name	Used on Page	Description
AssetFinanceTransformFADetailsData	Account	Transforms the financial account data to display the details on the flexcard.
AssetFinanceExtractFAAccNumber	Account	Extracts the last four digits of a financial account number to display on the flexcard.
AssetFinanceFAGetRecordAlerts	Account	Fetches all record alerts for a list of financial accounts to get the details for each alert.
AssetFinanceTransformRecordAlertDetails	Account	Transforms the record alert details to display in a specific format on the flexcard.
AssetFinanceFilterRecordAlertPerFA	Account	Filters the formatted record alert details for each financial account.
AssetFinanceGetFADetailsByFAIdList	Account	Fetches the list of all financial accounts related to an account.
AssetFinanceGetFAIdsFromFARoleByAccount	Account	Extracts the list of financial accounts for an account based on Financial Account Party data.
AssetFinanceGetFAPartyRoles	Account	Extracts all the roles related to a financial account based on Financial Account Party data.
AssetFinanceSearchFATransactions	Financial Account and Account	Extracts the list of transactions and their details for a financial account.
AssetFinanceGetAssetsAndTitles	Financial Account	Fetches the list of assets and their associated titles for a financial account.
AssetFinanceTransformAssets	Financial Account and Account	Transforms the asset details data to display in a specific format on the flexcard.
AssetFinanceGetAssetsForFinancialAccount	Financial Account	Extracts the list of all assets by matching an asset’s serial number to the assets related to the financial account parties.
AssetFinanceFilterAssetListPerFA	Financial Account	Fetches the list of all assets related to each financial account, and related details such as the vehicle identification number and residual value.

Predefined Integration Procedures Used in the Finance Console for Automotive

Customize the predefined integration procedures to modify the type of data you’re sending to the APIs that processes information from different sources.

Name	Used on Page	Description
AssetFinance_GetCommaSeparatedFAPartyRoles	Account	Converts the list of roles related to a financial account into a single comma-separated string.
AssetFinance_GetFADetailsByAccountAndRole	Account	Consolidates all details and record alerts related to a financial account.
AssetFinance_LoadAlertsForFAs	Account	Displays the record alerts for each financial account based on the transformations executed by the data raptors.
AssetFinance_GetAssetsAndTitles	Financial Account	Displays the list of assets for a financial account and shows the details for all titles related to each asset.
AssetFinance_GetValidAssetsPerFA	Financial Account	Fetches the list of valid assets related to each financial account of a customer.

Predefined Flexcards Used in the Finance Console for Automotive

Customize the predefined flexcards to modify the type of information displayed to the user and the general look and feel of the content.

Name	Used On Page	Description
AssetFinanceLoanAccountList	Account	Displays the details of all the automotive loan type financial accounts of a customer.
AssetFinanceLoanAccountDetails	Account	Displays a loan-type financial account’s details, such as the principal amount, customer role, outstanding amount, and due date.
AssetFinanceLeaseAccountList	Account	Displays details of all the automotive lease-type financial accounts of a customer.
AssetFinanceLeaseAccountDetails	Account	Displays a lease-type financial account’s details, such as the principal amount, customer role, outstanding amount, and due date.
AssetFinanceFinancialAccountStatus	Account	Displays the status of a financial account and the corresponding color code. The color codes help you easily identify delinquent accounts, active accounts with no overdue payments, and active accounts with overdue payments.
AssetFinanceFinancialAccountRecordAlerts		Displays record alerts for a specific loan or lease-type financial account.
AssetFinanceFinancialAccountTransactions	Account and Financial Account	Displays the list of transactions related to a financial account and allows users to search for transactions based on specific fields.
AssetFinanceFinancialAccountTransactionsList	Account and Financial Account	Displays either a list of transactions or an empty table when either there are no related transactions, or there are no search results.
AssetFinanceFAAssets AndTitles	Financial Account	Displays an expandable list of all assets related to a financial account, along with other details such as vehicle and title details.
AssetFinanceFAAssetCard	Financial Account	Displays a card for each asset related to a financial account, along with the number of titles, and other details such as the vehicle identification number, and status.
AssetFinanceFATitlesList	Financial Account	Displays a list of all titles related to an asset in tabular form for a financial account.
AssetFinanceFinancialAccountTransactionsParentCard	Financial Account	Contains the other flexcards that display the list of transactions related to a financial account and allows users to search for required transactions.