Components and Configuration Values for Financial Service Processes
Before you begin setting up financial service processes in the Unified Catalog, make
sure that you review this list of artifacts, component names, document types, and picklist
values. At the time of setup, you enter the exact details needed for your
configurations.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Financial Services Cloud and Unified Catalog.
Financial Service Processes Artifacts and Components Learn about the artifacts and components required for setting up banking, wealth management, and insurance service processes. Know the exact API names for Omniscripts, flow orchestrators, and integration definitions necessary for installing the prebuilt service process templates in the Unified Catalog.
Service Process Document Types Understand the specific document types required for enabling file uploads in service processes. Know the exact label and name values necessary to configure these document types, making sure that intake forms can correctly accept user-submitted documents.
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