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            Configure Unified Catalog for Financial Services Client Portal

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            3. Financial Services Cloud Admin Guide

            Configure Unified Catalog for Financial Services Client Portal

            Set up the Unified Catalog in the Financial Services Client Portal to display service processes in a single place, so your users can easily find, manage, and reuse them. Assign user permissions and configure sharing settings to grant access to product records. Map integration procedures to centralize product ID management without updating individual processes, and add the Service Catalog Attributes component to display service request details on the Case record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions where Financial Services Cloud license, UnifiedCatalogAddOn license, and UnifiedCatalogCommunityUserAddOn license are enabled.
            Available in: Aura and LWR Experience Cloud Sites
            User Permissions Needed
            To configure settings: Customize Application
            1. Assign Unified Catalog Admin permission to users.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Select a user, and then click View Summary.
              3. Under the Permission Sets section, go to the Permission Set Assignments.
              4. Click Add to include Unified Catalog Admin permission.
              5. Save your changes.
            2. Enable the Omnistudio Metadata setting.
            3. Turn on Context Service.
            4. Give Experience Cloud site users access to Product records by using sharing settings.
              1. From Setup, in the Quick Find box, enter Security, and then select Sharing Settings.
              2. Click Edit.
              3. Set Public Read Only as the organization-wide defaults for your guest user for all Product objects.
              4. Save your changes.
            5. Create a Service in Unified Catalog.
            6. Map the product ID in the centralized mapping integration procedure.
              1. Open the integration procedure called by your Omniscript's CreateCase integration procedure action element.
              2. Select the InvokeCreateCaseConnectAPI component.
              3. Expand the Additional Input, Additional Output, and Failure Response section.
              4. In the Additional Input tab, locate the svcCatalogItemDefApiName key.
              5. Copy the value associated with this key.
              6. From the App Launcher, find and select Integration Procedures.
              7. Open the ServiceProcess_MapServiceNameToProductId integration procedure.
              8. Click the dropdown menu next to Save, and then click Create Version.
              9. Select the ServiceNameToProductIdMap component.
              10. In the Element Value Map section, locate the key that matches your svcCatalogItemDefApiName.
              11. Update the value for that key with your specific product ID.
              12. Save your changes.
              13. Activate the integration procedure.
            7. Add the ECM Service Catalog Attributes to the Case record page.
              1. Edit a case record page in Lightning App Builder.
              2. Drag the ECM Service Catalog Attributes component onto the page.
              3. Save your changes, and then activate your page.
            8. Configure field-level security for the Used For field on the Product object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Product, and then select Product.
              3. Select Fields & Relationships.
              4. Select Used For, and click Set Field-Level Security.
              5. Select Visible and deselect Read-Only for the profiles.
              6. Save your changes.
            9. Deploy Pre-Configured Service Processes in Financial Services Client Portal to add pre-configured service processes in the portal’s action launcher component.
             
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