Configure Fields to Store Business Applicant Information
Add fields to Applicant, Account Account Relationship, Account Contact Relationship, and Party Profile objects to help your relationship managers capture details, such as business applicant information, ownership and shareholding details, and overall corporate hierarchy associated with the business entity.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled |
| User Permissions Needed | |
|---|---|
| To enable Business Client Engagement: | Financial Services Cloud Extension OR FSC Sales AND Customize Application AND Business Client Engagement |
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- In the Quick Find box, enter Applicant, and then select Applicant.
- Click Page Layouts, and then select Applicant Layout.
- On the palette, select Fields.
-
Drag these fields from the object palette to the Applicant Detail section.
- Business Entity Name
- Business Entity Primary Contact
- Business Entity Type
- Save your changes.
-
Similarly, configure fields for the relevant page layouts for the Account Account
Relationship, Account Contact Relationship, and Party Profile objects.
Object Fields Applicant - Business Entity Name
- Business Entity Primary Contact
- Business Entity Type
Account Account Relation - Declaration Type
- Shareholder
- Shareholder Type
- Shareholder Hierarchy Role
- Shareholder Hierarchy Level
- Total Share Percent
Account Contact Relation - Decision-Making Authority
- Decision-Making Authority Type
- Declaration Type
- Shareholder
- Shareholder Hierarchy Level
- Shareholder Hierarchy Role
- Shareholder Type
- Total Share Percent
Party Profile - BE Listed on Stock Exchange
- Business Entity Country of Incorporation
- Business Entity Country of Registration
- Business Entity Incorporation Date
- Business Entity Incorporation Number
- Business Entity Name
- Business Entity Previous Names
- Business Entity Registration Date
- Business Entity Registration Number
- Business Entity Trade Name
- Business Entity Type
- Business License Issuing Authority Name
- Industry
- Industry Classification Code
- Legal Entity Identifier
- Stock Exchange Name
- Type
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