Add ARC Relationship Graph Component to Record Details Page
Add ARC relationship graph components that are created by using default templates to
record details pages so that your relationship managers can visualize the ownership structure of
their business clients and subsidiaries.
Required Editions
Available in: Lightning Experience in Enterprise and Unlimited Editions
that have Financial Services Cloud enabled
User Permissions Needed
To configure an ARC Relationship Graph:
Financial Services Cloud Extension
AND
Customize Application
AND
Business Client Engagement
Add the component for B2B Account to Account Relationship graph to the Account page
layout.
From the Setup menu on a record page, select Edit Page.
In Lightning App Builder, drag ARC Relationship Graph onto an
editable part of your page.
In the ARC Relationship Graph properties pane, enter a label name.
In the Properties pane, in Graph Name, select the graph type that
you created.
Activate the page as Org Default.
Save your changes.
Similarly, add the component for B2B Applicant to Applicant Relationship graph to the
Application Form page layout.
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