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            Features, Predefined Components, and Sample Data of Household Solution

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            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.

            Features and Predefined Components of Household Solution

            Household Solution includes these features for comprehensive financial relationship management.

            • Group Membership and Households
            • Actionable Relationship Center (ARC)
            • Life Events and Milestones
            • Interaction Summaries
            • Financial Accounts
            • Record Rollups
            • On-Demand Record Rollups
            • Summary Rollups

            These feature prefs are turned on automatically when you install Household Solution.

            • Financial Account Management Standard Objects
            • Financial Summary Rollup
            • Group Membership
            • Interaction Summary
            • On-Demand Record Rollup
            • SharedContactsEnabled

            Household Solution includes predefined record rollup definitions, summary rollup definitions, and Actionable Relationship Graphs. Prebuilt automated flows deploy sample data and run these definitions seamlessly.

            Component and Name Purpose Admin Action
            Flow - Household Solution Data Deployment Use the flow to deploy sample data in your org.

            To deploy sample data, activate and run this flow.

            • From Setup, in the Quick Find box, search, and select Flows.
            • Click Household Solution Data Deployment.
            • Click Activate, and then click Run.
            Flow - Record Rollups Flow

            Use the flow to run these predefined record rollup definitions.

            • Cases
            • FA_to_PRG
            • Interaction_Summaries
            • Liabilities
            • Opportunities
            • Person_Events_to_PRG

            To run the predefined record rollup definitions, activate and run this flow.

            • From Setup, in the Quick Find box, search, and select Flows.
            • Click Record Rollups Flow.
            • Click Activate, and then click Run.
            Flow - Summary Rollup Flow

            Use the flow to run these predefined Data Processing Engine definitions for summary rollups.

            • Household Financial Account Summary
            • Household Financial Account Additional Summary

            To run the predefined Data Processing Engine definitions for summary rollups, activate and run this flow.

            • From Setup, in the Quick Find box, search, and select Flows.
            • Click Summary Rollup Flow.
            • Click Activate, and then click Run.
            Actionable Relationship Graphs

            Use these Actionable Relationship graphs to view Parker Household data on a record page.

            • Household Account Graph
            • PRG Graph
            		 No action required. These Actionable Relationship Graphs are already configured in a record page to view household data.

            Sample Data of Household Solution

            Household Solution also includes the sample data for you to explore the features and quickly get started.

            Category Record Count Key Sample Data Details
            Accounts 9

            John Parker, Mary Parker, Lily Parker, David Green, Anita Rao, Charlie Johnston, Parker Household, Adams Household, and Parker Consulting Ltd. (Business). To view this data:

            • From the App Launcher, find, and select Accounts.
            • Click a record to view its details.
            Party Relationship Group Accounts 2

            Parker Household and Parker Consulting Ltd. To view this data:

            • From the App Launcher, find, and select Party Relationship Groups.
            • Click a record to view its details.
            Financial Accounts 6

            Savings, Checking, Investment, and Credit Card accounts for the Parker household. To view this data:

            • From the App Launcher, find, and select Financial Accounts.
            • Click a record to view its details.
            Interactions 10

            Client Meetings: Annual Reviews, Mortgage Refinance discussions, and Estate Planning calls. To view this data:

            • From the App Launcher, search, and select Interactions.
            • Click a record to view its details.
            Meeting Notes 10

            Interaction Summaries: Detailed logs of what was discussed, meeting notes, and assigned Next Steps. To view this data:

            • From the App Launcher, search, and select Interaction Summaries.
            • Click a record to view its details.
            Assets & Liabilities 5

            Financial Totals: Tracks the assets, and liabilities (Mortgage and Credit Card debt). To view this data:

            • From the App Launcher, search, and select Party Financial Assets or Party Financial Liabilities.
            • Click a record to view its details.
            Life Events 15

            Milestones: Births, marriage, career changes, home purchases, and future retirement targets. To view this data:

            • From the App Launcher, search, and select Person Life Events.
            • Click a record to view its details.
             
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