Add the Financial Account Field to the Case Object for Fee Reversals

To associate the financial account of a customer with the case for a fee reversal service process request, add a field to the Case object.

User Permissions Needed
To create or change custom fields:	Customize Application

In Setup, go to Object Manager.
In the Quick Find box, enter Case, and then select Case.
In Fields & Relationships, click New.
For the field type, select Lookup Relationship and click Next.
Select a related object.
- If you want to use financial account information from the Financial Account Management Standard Objects data model, select the standard Financial Account object.
- If you want to use financial account information from the Financial Services Cloud managed package, select the Financial Account object that’s associated with the managed package.
Enter a field label.
- If you’re using the financial account information from the Financial Account Management Standard Objects data model, for Field Label, enter FinancialAccount.
- If you’re using the financial account information from the Financial Services Cloud managed package, for Field Label, enter Financial Account.
Click Next.
Save your changes.

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