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            Configure the Self-Service Capabilities for Financial Services Client Portal

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            3. Financial Services Cloud Admin Guide

            Configure the Self-Service Capabilities for Financial Services Client Portal

            Use the Experience Builder components and workspaces in the Financial Services Client Portal to set up the self-service capabilities.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            • Deploy Pre-Configured Service Processes in Financial Services Client Portal
              Add pre-configured service processes in the portal’s action launcher component to let your users easily create service requests.
            • Service Request Management
              Configure the Service Requests component to let your portal users view and track their existing service requests. Your portal users can search for a service process in the action launcher and create a service request.
            • Appointment Management
              Give your portal users a personalized experience in scheduling appointments. Configure the My Appointments component in the Experience Builder to provide your portal users with options for scheduling in-person, phone, or video appointments. Portal users can see their upcoming and past appointments, and cancel scheduled appointments.
            • Knowledge Management
              Make your knowledge base easier to consume for every customer or a portal user. Configure the Financial Services Client Portal with AI-powered components to provide concise article briefs, list frequently asked questions, and clarify specific terms instantly, helping users resolve issues without needing to contact support.
            • Feedback Management
              Understand customer feedback as it evolves and engage customers with relevant, personalized surveys. Configure the Survey component in the Experience Cloud portal and link surveys to it to collect data from your customers.
            • Unified Catalog
              Centralize financial service processes and related data so your Financial Services Client Portal users can efficiently find and manage products and services in one place.
            • Configure Permissions for Residential Loan Applications
              Give your portal users the necessary permissions to submit a residential loan application and upload required documents.
            • Configure User Permissions to Ask a Question
              Give your portal users the necessary permissions to post a question about a topic and start a discussion in the Financial Services Client portal. Your portal users can use the Ask a Question feature on the portal to post questions.
             
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