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Set Up and Manage Commercial Banking (Managed Package)
Bankers get greater visibility into customer relationships in commercial lending, treasury management, trade finance, and more with the Commercial Banking Console app. Plus, a Business Referrals record type makes it easy for relationship managers and lending assistants to make business-to-business referrals.
Follow these steps to enable Commercial Banking features.
This is a Financial Services Cloud managed package feature.
- Enable Relationship Manager and Lending Assistant Permissions (Managed Package)
Use permission sets to give your users access to the Commercial Banking Console Lightning app. - Assign Page Layouts to New Treasury Service Record Type (Managed Package)
The Financial Account object includes the new Treasury Service record type to support commercial banking needs. This record type has a customized page layout that provides an optimal display of the record type information. This customized page layout is available to the Relationship Manager by default and can be added to other profiles as needed. - Assign the Commercial Banking Home Page to a Relationship Manager (Managed Package)
Financial Services Cloud includes the Commercial Banking Home Page, which shows relationship managers the details they need. - Enable the Related Business Referrals List (Managed Package)
Help relationship managers and lending assistant better manage their referrals by giving them the ability to identify related referrals. - Install the Commercial Banking Unmanaged Extension Package (Managed Package)
Streamline the working day for relationship managers and lending assistants by providing them with the My Loans and Mortgages report and the Relationship Management Dashboard. - Add Commercial Banker Users and Assign Permission Sets (Managed Package)
Add Commercial Banker users and assign them the Relationship Manager profile and the related permission sets. Users must have these settings to access Financial Services Cloud. - Use New Custom Record Types for Referrals (Managed Package)
A new custom metadata type enables you to work with new referral record types, similar to the business referrals delivered with Commercial Banking.
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