You are here:
Household Solution
Explore features for nurturing financial relationships with Household Solution. This solution deploys preconfigured features and sample data so you can get hands-on experience with minimal manual setup.
The solution automates the configuration of features, such as Groups and Households, Record Rollup, Summary Rollup, Actionable Relationship Center (ARC), and Interaction Summaries. Household Solution also helps admins to deploy sample data and metadata, such as person accounts, contacts, party relation group accounts, ARC graphs, record rollups, and summary rollups.
- Get Started with Household Solution
Before you start using Household Solution, review the prerequisites, product navigation, and considerations. - Features, Predefined Components, and Sample Data of Household Solution
Household Solution is a comprehensive toolkit designed to accelerate your feature deployment. It combines standard Financial Services features with prebuilt configurations and sample data to get your solution up and running in minutes. - Considerations for Using Household Solution
Before you install Household Solution, review these considerations. - Use Household Solution for Unified Financial Relationship Management
Discover how Household Solution features work in harmony to provide real-time financial insights and a simplified administrative experience.
Did this article solve your issue?
Let us know so we can improve!
