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            Add Participants to Financial Accounts in Automotive Cloud

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            Add Participants to Financial Accounts in Automotive Cloud

            A financial account can have multiple stakeholders related to it such as the owner of the vehicle financed through a loan, the guarantor of the loan, and the driver. You can track all accounts and contacts related to a vehicle loan or lease by using Financial Account Party records. Moreover, a single account can play multiple roles for a loan or lease. For example, a household member can be the driver and the leasee.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create financial account parties: Use Vehicle and Asset Finance
            1. From the App Launcher, find and select Financial Accounts.
            2. Open a record and go to the Relationships tab.
            3. Click New on the Financial Account Parties related list.
            4. For Account, select the customer related to the loan or lease.
            5. For Contact, select a person related to the account.
            6. For Role Start Date, select the date from when the party is related to the financial account.
              To view a financial account on the Account record page of the Finance Console for Automotive app, you must select this field.
            7. For Role End Date, select the date until when the party is related to the financial account.
            8. For Role, select one of the following:
              • Owner
              • Beneficiary
              • Leasee
              • Driver
              • Co-Owner
              • Guarantor
            9. Click Save.
              The field Role Active is automatically selected.
             
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