Setup and Configuration of the Manage Beneficiaries Service Process for Wealth Banking
Give your service reps a simple way to record customer requests to add or change primary and contingent beneficiaries by enabling the Manage Beneficiaries service process through Service Process Studio.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| Type | Name | What it does |
|---|---|---|
| API Endpoint | /api/InvestmentAccounts/Initiate, /api/InvestmentAccounts/{sourceSystemId}/Retrieve | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSCWlth_ManageBeneficiaries, FSCWlth_GetBeneficiaryDetails | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.ManageBeneficiariesIntegrationProvider, fscserviceprocess.FSCWlthBeneficiaryDetailsSrvcIntegPrvd | Implements the business logic required for the service process integration. |
| Omniscript | FSCWlth/ManageBeneficiaries | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Wealth Manage Beneficiaries | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | FSC Wealth Manage Beneficiaries | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCWlth/ManageBeneficiaries/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Manage Beneficiaries Wealth Banking Service Process
To use the Manage Beneficiaries service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Beneficiaries Service Process
Enable MuleSoft Integration to connect your external banking system to Salesforce and create a named credential for the Manage Beneficiaries service process. Securely retrieve real-time financial account information from your external core banking system. - Create Integration Definitions for the Manage Beneficiaries Wealth Banking Service Process
The Manage Beneficiaries Service Process uses the FSCWlth_ManageBeneficiaries and FSCWlth_GetBeneficiaryDetails integration definitions. It calls the API to submit the client’s Manage Beneficiaries request to the core banking system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Manage Beneficiaries Wealth Banking Service Process
Give your users a guided path for completing the request intake process in the Manage Beneficiaries service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Manage Beneficiaries Salesforce Flow for Wealth Banking Service Process
Show your users the step-by-step instructions to submit a Manage Beneficiaries request for a client. Customize the flow to meet your business needs. - Include Your Company Logo in Manage Beneficiaries Service Process Communications
Use your company logo in an email template and use the template with the Manage Beneficiaries service process for customer interactions. - Create a Manage Beneficiaries Service Process for Wealth Banking from a Template
Create a unique version of the Manage Beneficiaries service process to provide a personalized and seamless experience for your users. - Update the Manage Beneficiaries Omniscript
Replace the name of the service process in the cloned version of the FSCWlth/ManageBeneficiaries Omniscript with your service process definition API name. - Add Data Attributes for the Manage Beneficiaries Wealth Banking Service Process
Create data attributes to store the information that a customer provides. The Manage Beneficiaries service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Manage Beneficiaries Action for Wealth Banking Service Process
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Manage Beneficiaries Omniscript. If you already have an action launcher deployment, add the Manage Beneficiaries Omniscript to it. - Add the Manage Beneficiaries Action to the Account Page for Wealth Banking Service Process
To give your users quick access to the Manage Beneficiaries Omniscript, add the Manage Beneficiaries action launcher component to the account page layout. - Configure State and Country/Territory Picklists for the Manage Beneficiaries Service Process
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country/Territory picklists. Configuring picklists ensures continuity and data integrity with existing state, country, and territory data and customizations.
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