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            Financial Plans FlexCards

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            3. Financial Services Cloud Admin Guide

            Financial Plans FlexCards

            The Financial Plans FlexCards display financial plans for a person account or household.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note To access Financial Plans FlexCards, users need the Financial Services Cloud Extension and OmniStudio User permission sets.

            FSCFinancialPlanDetails FlexCard

            Displays the financial plans associated with an account. Add to a PersonAccount, Household, or PartyRelationshipGroup record page.

            Data Source: GetFinancialPlansForAccount Integration Procedure

            Child FlexCard: FSCFinancialPlanFinancialGoals

            Calls: FSCGetFinancialPlanFromList Omnistudio Data Mapper Transform (via changeselectedplan Event Listener Action)

            FSCFinancialPlanFinancialGoals FlexCard

            Shows financial goals associated with a plan. Retrieves goals associated with a plan from the integration procedure and passes the data to the child FlexCard FSCFinancialPlanGoal. Acts as a container to the goal cards.

            Data Source: GetGoalsForPlan Integration Procedure

            Parent FlexCard: FSCFinancialPlanDetails

            Child FlexCard: FSCFinancialPlanGoal

            Calls: FSCFinancialGoalRemoveDuplicateGoal Data Mapper Transform (via loadmoredata Event Listener Actions)

            FSCFinancialPlanGoal FlexCard

            Show financial goal information associated with a financial plan.

            Data Source: Same as parent

            Parent FlexCard: FSCFinancialPlanFinancialGoals

             
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