Financial Service Processes Migration to the Unified Catalog
To migrate service processes from Service Process Studio to the Unified Catalog, make
structural changes to your service process definition, data transformations, and API
integrations.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Financial Services Cloud and Unified Catalog.
Service processes created in Service Process Studio rely on setup objects, the Service
Process Connect API, and custom Apex code. The Unified Catalog uses a product-based structure
and the Unified Catalog Connect API. A migration bridges the gap between these two
frameworks.
The transition involves recreating the original service process definition as a product in
the Unified Catalog. As Unified Catalog uses different connect API to create a case for the
service process request, you can use Omnistudio Data Mapper to transform intake data into the
correct payload format. Finally, the migration updates the underlying Integration Procedure to
route case creation requests through the new Unified Catalog API instead of the Service
Process Connect API.
Example: Migrate a Service Process to the Unified Catalog Simplify how you manage intake requests by converting your service process definitions in Service Process Studio into standard product records. Manage all your product and service offerings together in one place.
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