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Components That Visualize Groups and Relationships (Managed Package)
Financial Services Cloud offers several components to visualize groups and relationships in Lightning pages.
This is a Financial Services Cloud managed package feature.
| Component | Description | Type |
|---|---|---|
| ARC - Financial Services Cloud | Renders the Actionable Relationship Center hierarchy for an account or contact. Use at person and group levels. | Standard |
| Group Members (Configurable) - Financial Services Cloud | Displays relationship group members, associated information, and task subtypes in a compact grid. To customize the member details displayed, use a custom Account field set. Use at person and group levels. | Custom |
| Group Members - Financial Services Cloud | Displays relationship group members and age, phone, mobile, email, next and last interaction dates, and task subtypes in a list. Use at person and group levels. | Custom |
| Related Account - Financial Services Cloud | Displays related accounts for a person or a group. Displays Account Contact Relationships on a person’s page and Account Account Relationships on a group’s page. | Custom |
| Related Contact - Financial Services Cloud | Displays Account Contact Relationships for a person or group.  Note This
component doesn’t display standard contacts that look up to accounts. The standard
Contacts related list displays contacts that look up to accounts. |
Custom |
| Relationship Group List - Financial Services Cloud | Displays a person’s groups and group members as a related list. Use at the person level. Create and customize the WM_Client_Relationship_Groups Account field set to control what fields the top section of the component displays. Create and customize the WM_Client_Relationship_Group_Members Contact field set to control what fields the first subsection of the component displays. Create and customize the WM_Client_Relationship_Group_Members Account field set to control what fields the second subsection of the component displays. | Custom |
| Relationship Map - Financial Services Cloud |
|
Custom |
- Control Who Sees What on the Relationship Map and in Group Builder (Managed Package)
Provide the right level of detail on the Relationship Map and Group Builder based on users’ roles, such as advisor, banker, or teller. Edit Lightning pages to show or hide Related Accounts and Related Contacts. - Customize Field Sets for the Relationship Group List Component (Managed Package)
Customize field sets to affect the relationship group and group member information displayed in Relationship Group List - Financial Services Cloud component. This component is used on an individual or person account profile’s Relationships tab. - Set Up Group Member (Configurable) Component (Managed Package)
The Group Member (Configurable) component displays relationship group members, associated information, and task subtypes in a compact grid. Customize the group member details to display by creating a field set and associating it with the component.
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