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            Features, Predefined Components, and Sample Data of Commercial Banking Relationship Solution

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            Features, Predefined Components, and Sample Data of Commercial Banking Relationship Solution

            Commercial Banking Relationship Solution is a comprehensive toolkit designed to accelerate your feature deployment. It combines standard Financial Services features with prebuilt configurations and sample data to get your solution up and running in minutes.

            Features and Predefined Components of Commercial Banking Relationship Solution

            Commercial Banking Relationship Solution includes these features for comprehensive financial relationship management.

            • Business Relationship Plan
            • Interaction Summaries
            • Interest tags
            • Business Milestones
            • Timelines

            These feature prefs are turned on automatically when you install Commercial Banking Relationship Solution.

            • Business Relationship Plan
            • Interaction Summaries
            • Interest Tags

            Commercial Banking Relationship Solution includes prebuilt automated flows to deploy the sample data seamlessly.

            Component and Name Purpose Admin Action
            Flow - Commercial Banking Bundle: Deploy Action Plan Data Flow Use the flow to deploy sample data for action plans in your org. Generates action plan records using the action plan template included in the bundle and associates it with the account plan objective records.

            To deploy sample data, activate and run this flow.

            • From Setup, in the Quick Find box, search, and select Flows.
            • Click Commercial Banking Bundle: Deploy Action Plan Data flow.
            • Click Activate, and then click Run.
            Flow - Commercial Banking Bundle: Deploy Interest Tag Data Flow Use the flow to deploy sample data for interest tags in your org. Generates interest tag records for a specified category and associates it with the existing interaction summary records.

            To run the predefined record rollup definitions, activate and run this flow.

            • From Setup, in the Quick Find box, search, and select Flows.
            • Click Commercial Banking Bundle: Deploy Interest Tag Data flow.
            • Click Activate, and then click Run.

            Sample Data of Commercial Banking Relationship Solution

            Commercial Banking Relationship Solution also includes the sample data for you to explore the features and quickly get started.

            Category Record Count Key Sample Data Details
            Accounts 1

            Apex Logistics (Legal Entity): Used as the primary corporate client for testing strategic banking scenarios. To view this data:

            • From the App Launcher, find, and select Accounts.
            • Click a record to view its details.
            Account Plans 1

            Apex Logistics Relationship and Strategic Growth Plan: A strategic roadmap linked to the primary account to drive relationship growth. To view this data:

            • From the App Launcher, find, and select Account Plans.
            • Click a record to view its details.
            Account Plan Objectives 1

            Transition from local lending to international trade finance: Specific goals tied to the Apex Logistics account plan. To view this data:

            • From the App Launcher, find, and select Account Plan Objectives.
            • Click a record to view its details.
            Account Plan Objective Measures 3

            Trade Finance Revenue Share, Active Trade Products, and Cross-Border Transaction Volume: Quantitative metrics used to track the objective's success. To view this data:

            • From the App Launcher, find, and select Account Plan Objective Measures.
            • Click a record to view its details.
            Interactions 1

            Lunch with CFO meeting: Linked to interaction summaries and attendees. To view this data:

            • From the App Launcher, search, and select Interactions.
            • Click a record to view its details.
            Interaction Summaries 3

            Apex Expansion Plans, Apex Logistics Acquisition, and Joint Session with Treasury & Risk: Strategic engagement notes associated with objectives & interactions. To view this data:

            • From the App Launcher, search, and select Interaction Summaries.
            • Click a record to view its details.
            Contacts 1

            Jack Reynold: Represents the external stakeholder (client-side) involved in strategic interactions.

            • From the App Launcher, search, and select Contacts.
            • Click a record to view its details.
            Interaction Attendees 2

            Internal Banker (User) & External Contact (Jack Reynold): Participants associated with Lunch with CFO interaction. To view this data:

            • From the App Launcher, search, and select Interaction Attendees.
            • Click a record to view its details.
            Business Milestones 1

            International Acquisition-Vietnam: A Merger & Acquisition milestone tracking a strategic business event tied to the account's growth plan. To view this data:

            • From the App Launcher, search, and select Business Milestones.
            • Click a record to view its details.
            Tag Categories 2

            Finance & Financial Interactions: Topics used for categorization and interaction intelligence. To view this data:

            • From the App Launcher, search, and select Tag Categories.
            • Click a record to view its details.
             
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