Setup and Configuration of the Set Up Required Minimum Distribution Service Process
Give your service reps an easy-to-follow process to help customers select payment schedules and payment options, by enabling the Set Up Required Minimum Distribution 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 | /InvestmentAccounts/{accountId}/RMD, /InvestmentAccounts/{accountId}/Retrieve | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSCWlth_SetupRequiredMinimumDistribution, FSCWlth_RqrMinDstrGetBankAccountDetails | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.FSCWlthSetupRequiredMinDstrIntegPrvd, fscserviceprocess.FSCWlthRqrMinDstrGetBankAcctDtlIntegPrvd | Implements the business logic required for the service process integration. |
| Omniscript | FSCWlth/SetupRequiredMinimumDistribution | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Wealth Setup Required Minimum Distribution | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Set Up Required Minimum Distribution | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCWlth/SetupRequiredMinimumDistribution/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Wealth Banking Set Up Required Minimum Distribution Service Process
To use the Set Up Required Minimum Distribution service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Set Up Required Minimum Distribution Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Set Up Required Minimum Distribution Service Process
The Set Up Required Minimum Distribution Service Process uses the FSCWlth_SetupRequiredMinimumDistribution and FSCWlth_RqrMinDstrGetBankAccountDetails integration definitions. It calls the API to submit the client’s Set Up Required Minimum Distribution request to the core banking system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Set Up Required Minimum Distribution Service Process
Give your users a guided path for completing the request intake process in the Set Up Required Minimum Distribution service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone the Set Up Required Minimum Distribution Salesforce Flow
Show your users the step-by-step instructions to submit a Set Up Required Minimum Distribution request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Set Up Required Minimum Distribution Service Process Communications
Use your company logo in an email template and use the template with the Set Up Required Minimum Distribution service process for customer interactions. - Create a Set Up Required Minimum Distribution Service Process from a Template
Create a unique version of the Set Up Required Minimum Distribution service process and enter the details to ensure that customers have a clear and streamlined process to set up their retirement funds. - Update the Set Up Required Minimum Distribution Omniscript
Give your users a guided path for completing the request intake process in the Set Up Required Minimum Distribution service process. Use the Omniscript as is, or customize it to meet your business needs. - Add Data Attributes for the Set Up Required Minimum Distribution Service Process
Create data attributes to store information that a customer provides. The Set Up Required Minimum Distribution service process has predefined data attributes. Create more data attributes based on your business needs. - Create Document Types for the Set Up Required Minimum Distribution Service Process
Set up document types so that your users can select a supporting documentation type that confirms the client’s profile details. - Create a Decision Matrix for the Set Up Required Minimum Distribution Service Process
Create a decision matrix and add the Set Up Required Minimum Distribution service process and document types. The Set Up Required Minimum Distribution service process uses Business Rules Engine to create rules by using decision matrices and expression sets to show a list of the valid document types that a user can select from. Document types are a list of supporting documentation that a user can request from a client to validate the new information. - Create an Expression Set for the Set Up Required Minimum Distribution Service Process
Create an expression set to read the values in the decision matrix and populate the values in the document type. - Create a Set Up Required Minimum Distribution Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Set Up Required Minimum Distribution Omniscript. If you already have an action launcher deployment, add the Set Up Required Minimum Distribution Omniscript to it. - Add the Set Up Required Minimum Distribution Action to the Account Page
Give your users quick access to the Set Up Required Minimum Distribution Omniscript by adding the Set Up Required Minimum Distribution action launcher component to the account page layout. - Configure State and Country or Territory Picklists for the Set Up Required Minimum Distribution 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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