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Create and View Custom ARC Relationship Graphs in Financial Services Cloud
Use this version of the Actionable Relationship Center (ARC) to build custom ARC Relationship Graphs with objects that are important to your users. Add the ARC Relationship Graph component to record pages to let your users view and interact with records. Customize card names, display fields, and object and record actions so your users can easily navigate and engage with records during customer interactions.
Create more than one relationship graph per object to show relevant customer information to your users. Add unique graphs to page layouts so users see customer relationship data based on their profile. For example, a Financial Advisor works with clients to help them achieve financial goals. They need an easy-to-understand view of their client’s household, such as who is the primary point of contact, family member relationships, financial summary at a glance, family assets, and ability to make updates for life events. Whereas Investment Bankers focus on helping companies conduct major business operations. They need to know who the key executives are, what the account structure and history looks like, the latest news in the company or industry, and view who is working on deals.
- Configure a Group Relationships Node
Configure node properties to show accounts that are contained within a parent account. For example, a parent company account can have a group relationship with one or more subsidiary accounts. The relationship (association type) is account-account relationship (group). - Configure a Related Accounts Node
Lists accounts that have non-hierarchical associations to the selected account. For example, a business account can have a peer relationship to another business that is an important supplier. The relationship (association type) is account-account relationship (peer). - Configure a Member Relationships Node
Lists accounts that are currently tied to a parent account. For example, a trust that holds assets for the household. The relationship (association type) is account-account relationship (member). - Configure a Members Node in Actionable Relationship Center
Lists person accounts that fulfill a specified role for the selected account. For example, a person account can have a member relationship to a household account. The relationship (association type) is account-contact relationship, where the contact is a Person Account record. - Configure a Related Contacts Node
Lists contacts that fulfill a specified role for the selected person account. The relationship (association type) is contact-contact relationship. - Configure a Household Node
Lists household accounts that are related to the selected person account, such as households or trusts that the person belongs to. - Use Default Templates in ARC for Financial Services Cloud
Use preconfigured ARC relationship graph templates to build relationship graphs. - Einstein Relationship Insights on an ARC Graph
Show Account and Contact record web recommendations in ARC using the ARC Einstein Relationship Insights component. Get deeper relationship insights to build stronger customer relationships. View the recommendations as smart tags or a graph.
