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            Assign Permission Sets for AI-Powered Summarization in Complaint Management

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            3. Financial Services Cloud Admin Guide

            Assign Permission Sets for AI-Powered Summarization in Complaint Management

            To use the AI-powered summarization in Compliant Management, assign the Einstein Summary and Prompt Builder permission sets to your users.

            Required Editions

            Available in: Lightning Experience.

            Available in: Enterprise and Unlimited editions where Financial Services Cloud and FSC Service Einstein Add-On are enabled.
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To assign object permissions:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            Note
            Note To share case feed with community users, enable Digital Experience in the org. Add Visibility to the Get Case Feed fields in the prompt flow output and replace Internal with !IterateOverCaseFeeds.Visibility in the prompt instructions. Feeds marked internal are visible only to internal users.
            1. Assign permission set licenses.
              1. From Setup, in the Quick Find box, enter Users, then click Users.
              2. Select a user.
              3. In Permission Set License Assignments, select Edit Assignments.
              4. From Available Permission Sets, select and add FSC Service, FSC Service Einstein, Omnistudio User, and Prompt Template User permission sets to Enabled Permission Sets.
              5. Save your changes.
            2. Assign object permissions.
             
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