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            . Financial Service Processes Artifacts and Components

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.

            Explore the reference library for financial service processes artifacts and components.

            Jump to a retail banking service process:

            Jump to a wealth management service process:

            Jump to an insurance service process:

            Activate a Card

            Here are the artifacts and components used for the Activate a Card service process.

            Note
            Note When you clone the flow orchestrator, use ProcessCardActivation as the API name for the flow orchestration.
            Type Name What It Does
            Integration Definition

            FSCRtl_ValidateCardDetails

            FSCRtl_FetchCardControls

            FSCRtl_CardActivation

            		 Calls the API to submit a client's service process request in the core banking system.
            Apex Class

            fscserviceprocess.ResetPinSvcIntegPrvd

            fscserviceprocess.FSCRtlFetchCardControls

            fscserviceprocess.FSCRtlMngCardUseIntegPrvd

            		 Implements the business logic required for the service process integration.
            Named Credential Attribute Value

            FSC_retail_savings_integrations_V1_0_0

            FSC_retail_current_integrations_V1_0_0

            FSC_retail_credit_integrations_V1_0_0

            		 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Activate a Card Creates a service from a predefined template in the Unified Catalog.
            Flow Orchestrator Process Card Activation Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.

            Address Update

            Here are the artifacts and components used for the Address Update service process.

            Note
            Note When you clone the flow orchestrator, use fsc_address_update_flow as the API name for the flow orchestration.
            Type Name What It Does
            API Endpoints

            /CurrentAccount/{accountId}

            /SavingsAccount/{accountId}

            /CreditCard/{creditCardId}

            /Loan/{loanId}

            /AutoLoan/{autoLoanId}

            /Mortgage/{mortgageLoanId}

            /HomeEquityLoan/{accountId}

            /InvestmentAccount/{accountId}

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition address_update_integration_definition Calls the API to submit a client’s service process request in the core banking system.
            Apex Class auto_fsc_common_service_processes.AddressUpdateProcessBaseIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Address Update Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCAddressUpdate/CreateRequest Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Address Update

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Action Launcher Deployment /FSCAddressUpdate/CreateRequest/English Adds an Omniscript to the action launcher component.

            Change Billing Cycle

            Here are the artifacts and components used for the Change Billing Cycle service process.

            Note
            Note The Change Billing Cycle service process uses the FSCRtl_ChgBillCycl and FSCRtl_ChgBillCyclFetchCardBillingDetails integration definitions. For the FSCRtl_ChgBillCycl definition, use fscserviceprocess.FSCRtlChgBillCyclIntegProvider as the Apex class. For the FSCRtl_ChgBillCyclFetchCardBillingDetails definition, use fscserviceprocess.FSCRtlChgBillCyclFetchCardBillingDetails as the Apex class.

            When you clone the flow orchestrator, use ProcessChgBillCycle as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ChangeBillingCycle as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /CreditCard/{creditCardId}/Retrieve

            /CreditCard/{creditCardId}/Update

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCRtl_ChgBillCycl Calls the API to submit a client’s service process request in the core banking system.
            FSCRtl_ChgBillCyclFetchCardBillingDetails
            Apex Class

            fscserviceprocess.FSCRtlChgBillCyclIntegProvider

            fscserviceprocess.FSCRtlChgBillCyclFetchCardBillingDetails

            		 Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_retail_credit_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Change Billing Cycle Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/ChangeBillingCycle Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Change Billing Cycle

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Change Billing Cycle Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/ChangeBillingCycle/Multi-Language Adds an Omniscript to the action launcher component.

            Fee Reversal

            Here are the artifacts and components used for the Fee Reversal service process.

            Note
            Note When you clone the flow orchestrator, use fsc_fee_reversal_flow as the API name for the flow orchestration.
            Type Name What It Does
            API Endpoints

            /CurrentAccount/{accountId}/ReverseFee

            /SavingsAccount/{accountId}/ReverseFee

            /CreditCard/{creditCardId}/ReverseFee

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition fee_reversal_integration_definition Calls the API to submit a client’s service process request in the core banking system.
            Apex Class auto_fsc_common_service_processes.FeeReversalProcessBaseIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Fee Reversal Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSC/FeeReversal Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Orchestrate Fee Reversal

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Action Launcher Deployment /FSC/FeeReversal/English Adds an Omniscript to the action launcher component.

            Lock or Unlock Card

            Here are the artifacts and components used for the Lock or Unlock Card service process.

            Note
            Note The Lock or Unlock Card service process uses the FSCRtl_LockUnlockCard, FSCRtl_FetchCardLimits, and FSCRtl_FetchCardControls integration definitions. For the FSCRtl_LockUnlockCard definition, use fscserviceprocess.FSCRtlLkUnlckCardIntegPrvd as the Apex class. For the FSCRtl_FetchCardLimits definition, use fscserviceprocess.FSCRtlFetchCardLimits as the Apex class. For the FSCRtl_FetchCardControls definition, use fscserviceprocess.FSCRtlFetchCardControls as the Apex class.

            When you clone the flow orchestrator, use ProcessLckUnlckCard as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use LockUnlockCard as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            To Retrieve Card Status:

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Retrieve

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Retrieve

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Retrieve

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            To Update Card:

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Update

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Update

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Update

            To Retrieve Card Limits:

            /CreditCard/{creditCardId}/Retrieve

            /CurrentAccount/{currentaccountId}/Retrieve

            /SavingsAccount/{savingsaccountId}/Retrieve
            Integration Definition FSCRtl_LockUnlockCard Calls the API to submit a client’s service process request in the core banking system.

            FSCRtl_FetchCardLimits

            FSCRtl_FetchCardControls
            Apex Class fscserviceprocess.FSCRtlLkUnlckCardIntegPrvd Implements the business logic required for the service process integration.
            fscserviceprocess.FSCRtlFetchCardLimits
            fscserviceprocess.FSCRtlFetchCardControls
            Named Credential Attribute Value FSC_retail_credit_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            FSC_retail_savings_integrations_V1_0_0
            FSC_retail_current_integrations_V1_0_0
            Service Process Template Lock Unlock Card Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/LockUnlockCard Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Lock or Unlock Card

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Lock or Unlock Card Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/LockUnlockCard/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Beneficiaries for Retail Banking

            Here are the artifacts and components used for the Manage Beneficiaries for Retail Banking service process.

            Note
            Note When you clone the flow orchestrator, use ProcessManageBenef as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ManageBeneficiaries as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            /SavingsAccount/{accountId}/Initiate

            /SavingsAccount/{accountId}/Delete

            /CurrentAccount/{accountId}/Initiate

            /CurrentAccount/{accountId}/Delete

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSC_ManageBeneficiaries Calls the API to submit a client’s service process request in the core banking system.
            Apex Class

            fscserviceprocess.ManageBeneficiariesIntegrationProvider

            		 Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Manage Beneficiaries Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSC/ManageBeneficiaries Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Manage Beneficiaries

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Manage Beneficiaries Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/ManageBeneficiaries/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Card Usage

            Here are the artifacts and components used for the Manage Card Usage service process.

            Note
            Note The Manage Card Usage service process uses the FSCRtl_ManageCardUsage, FSCRtl_FetchCardLimits, and FSCRtl_FetchCardControls integration definitions. For the FSCRtl_LockUnlockCard definition, use fscserviceprocess.FSCRtlMngCardUseIntegPrvd as the Apex class. For the FSCRtl_FetchCardLimits definition, use fscserviceprocess.FSCRtlFetchCardLimits as the Apex class. For the FSCRtl_FetchCardControls definition, use fscserviceprocess.FSCRtlFetchCardControls as the Apex class.

            When you clone the flow orchestrator, use ProcessManageCardUse as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ManageCardUsage as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Retrieve

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Update

            /CreditCard/{creditCardId}/Retrieve

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Retrieve

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Update

            /CurrentAccount/{currentaccountId}/Retrieve

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Retrieve

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Update

            /SavingsAccount/{savingsaccountId}/Retrieve

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCRtl_ManageCardUsage Calls the API to submit a client’s service process request in the core banking system.
            FSCRtl_FetchCardLimits
            FSCRtl_FetchCardControls
            Apex Class

            fscserviceprocess.FSCRtlMngCardUseIntegPrvd

            		 Implements the business logic required for the service process integration.
            fscserviceprocess.FSCRtlFetchCardLimits
            fscserviceprocess.FSCRtlFetchCardControls
            Named Credential Attribute Value FSC_retail_credit_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            FSC_retail_savings_integrations_V1_0_0
            FSC_retail_current_integrations_V1_0_0
            Service Process Template Manage Card Usage Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/ManageCardUsage Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Manage Card Usage

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Manage Card Usage Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/ManageCardUsage/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Credit Limit

            Here are the artifacts and components used for the Manage Credit Limit service process.

            Note
            Note The Manage Credit Limit service process uses the FSCRtl_ManageCreditLimit and FSCRtl_FetchCardLimits integration definitions. For the FSCRtl_ManageCreditLimit definition, use fscserviceprocess.FSCRtlMngCrLmtIntegProvider as the Apex class. For the FSCRtl_FetchCardLimits definition, use fscserviceprocess.FSCRtlFetchCardLimits as the Apex class.

            When you clone the flow orchestrator, use ProcessMngCreditLimit as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ManageCreditLimit as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /SavingsAccount/{accountId}/Initiate

            /SavingsAccount/{accountId}/Delete

            /CurrentAccount/{accountId}/Initiate

            /CurrentAccount/{accountId}/Delete

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCRtl_ManageCreditLimit Calls the API to submit a client’s service process request in the core banking system.
            FSCRtl_FetchCardLimits
            Apex Class

            fscserviceprocess.FSCRtlMngCrLmtIntegProvider

            		 Implements the business logic required for the service process integration.
            fscserviceprocess.FSCRtlFetchCardLimits
            Named Credential Attribute Value FSC_retail_credit_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Manage Credit Limit Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/ManageCreditLimit Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Manage Credit Limit

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Manage Credit Limit Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/ManageCreditLimit/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Complaints

            Here are the artifacts and components used for the Manage Complaints service process.

            Type Name What It Does
            Service Process Template Manage Complaints Creates a service from a predefined template in the Unified Catalog.
            Omniscript FSCComplaint/Intake/Multi-Language Gives a guided path for completing the request intake process.
            Action Launcher Deployment FSCComplaint/Intake/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Standing Instructions for Retail Banking

            Here are the artifacts and components used for the Manage Standing Instructions service process.

            Note
            Note The Manage Standing Instructions service process uses the FSC_ManageStandingInstructions and FSC_GetRecurringTransactions integration definitions. For the FSC_ManageStandingInstructions definition, use fscserviceprocess.ManageStandingInstructionsIntegPrvd as the Apex class. For the FSC_GetRecurringTransactions definition, use fscserviceprocess.RecurringTransactionsServiceIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use ProcMngStndInstrRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ManageStndInstr as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            Retrieve standing instructions:

            /CurrentAccount/{accountId}/Payments/Retrieve

            /​​SavingsAccount/{accountId}/Payments/Retrieve

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            Add standing instructions:

            /CurrentAccount/{accountId}/Payments/Initiate

            /​​SavingsAccount/{accountId}/Payments/Initiate

            Modify standing instructions:

            /CurrentAccount/{accountId}/Payments/{paymentId}/Update

            /​​SavingsAccount/{accountId}/Payments/{paymentId}/Update

            Cancel standing instructions:

            /CurrentAccount/{accountId}/Payments/{paymentId}/Update

            /​​SavingsAccount/{accountId}/Payments/{paymentId}/Update
            Integration Definition FSC_ManageStandingInstructions Calls the API to submit a client’s service process request in the core banking system.
            FSC_GetRecurringTransactions
            Apex Class fscserviceprocess.ManageStandingInstructionsIntegPrvd Implements the business logic required for the service process integration.
            fscserviceprocess.RecurringTransactionsServiceIntegPrvd
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Manage Standing Instructions Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/ManageStandingInstructions Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Manage Standing Instructions Request Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Manage Standing Instructions Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/ManageStandingInstructions/Multi-Language Adds an Omniscript to the action launcher component.

            Notify Travel Plans

            Here are the artifacts and components used for the Notify Travel Plans service process.

            Note
            Note When you clone the flow orchestrator, use ProcNotifyTrvlPlans as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use NotifyTravelPlans as the API name for the new flow.
            Type Name What It Does
            API Endpoints /customers/{customerId}/travel-notifications Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSC_NotifyTravelPlans Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.NotifyTravelPlansIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Notify Travel Plans Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/NotifyTravelPlans Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Notify Travel Plans

            API Name: ProcNotifyTrvlPlans

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Notify Travel Plans Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/NotifyTravelPlans/Multi-Language Adds an Omniscript to the action launcher component.

            Order Checkbook

            Here are the artifacts and components used for the Order Checkbook service process.

            Note
            Note When you clone the flow orchestrator, use ProcessOrderChkbkRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use OrderCheckbook as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            For current account:

            /CurrentAccount/{accountId}/IssuedDevice/Initiate

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            For savings account:

            /SavingsAccount/{accountId}/IssuedDevice/Initiate
            Integration Definition FSC_OrderCheckbook Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.OrderCheckbookIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Order Checkbook Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/OrderCheckbook Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Order Checkbook Request

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Order Checkbook Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/OrderCheckbook/Multi-Language Adds an Omniscript to the action launcher component.

            Payment Deferral

            Here are the artifacts and components used for the Payment Deferral service process.

            Note
            Note When you clone the flow orchestrator, use ProcessPymtDfrRqst as the API name for the flow orchestration.
            Type Name What It Does
            Integration Definition

            AssetFinPymtTermModEligibility

            AutoFinclSrvcsPymtDfrEnrl

            		 Calls the API to submit a client's service process request in the core banking system.
            Apex Class

            AutoFinSvcProc.AssetFinPymtTermModEligibility

            AutoFinSvcProc.AutoFinclSrvcsPymtDfrEnrl

            		 Implements the business logic required for the service process integration.
            Named Credential Attribute Value

            FSC_loan_integrations_V1_0_0

            FSC_mortgage_integrations_V1_0_0

            FSC_retail_credit_integrations_V1_0_0

            		 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Payment Deferral Creates a service from a predefined template in the Unified Catalog.
            Flow Orchestrator Process Payment Deferral Request Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.

            Payment Due Date Modification

            Here are the artifacts and components used for the Payment Due Date Modification service process.

            Note
            Note When you clone the flow orchestrator, use ProcPymtDueDtModRqst as the API name for the flow orchestration.
            Type Name What It Does
            Integration Definition

            AssetFinPymtTermModEligibility

            AutoFinclSrvcsPymtDueDtModEnrl

            		 Calls the API to submit a client's service process request in the core banking system.
            Apex Class

            AutoFinSvcProc.AssetFinPymtTermModEligibility

            AutoFinSvcProc.AutoFinclSrvcsPymtDueDtModEnrl

            		 Implements the business logic required for the service process integration.
            Named Credential Attribute Value

            FSC_loan_integrations_V1_0_0

            FSC_mortgage_integrations_V1_0_0

            FSC_retail_credit_integrations_V1_0_0

            		 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Payment Due Date Modification Creates a service from a predefined template in the Unified Catalog.
            Omniscript AssetFinance_PaymentDueDateModification Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Payment Due Date Modification Request Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Action Launcher Deployment AssetFinance_PaymentDueDateModification Adds an Omniscript to the action launcher component.

            Report and Replace Cards

            Here are the artifacts and components used for the Report and Replace Cards service process.

            Note
            Note The Report and Replace Cards service process uses the FSC_ReportandReplaceCreditCard and FSC_ReportandReplaceDebitCard integration definitions. For the FSC_ReportandReplaceCreditCard definition, use fscserviceprocess.ReportandReplaceCreditCardIntegPrvd as the Apex class. For the FSC_ReportandReplaceDebitCard definition, use fscserviceprocess.ReportandReplaceDebitCardIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use ProcRptAndReplCrdRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use RvwReportandReplCard as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            For current account:

            /CurrentAccount/IssuedDevice/Request

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            For savings account:

            /SavingsAccount/IssuedDevice/Request

            For credit card:

            /CreditCard/IssuedDevice/Request
            Integration Definition FSC_ReportandReplaceCreditCard Calls the API to submit a client’s service process request in the core banking system.
            FSC_ReportandReplaceDebitCard
            Apex Class fscserviceprocess.ReportandReplaceCreditCardIntegPrvd Implements the business logic required for the service process integration.
            fscserviceprocess.ReportandReplaceDebitCardIntegPrvd
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Report and Replace Cards Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/ReportandReplaceCards Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Report and Replace Cards Request

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Report and Replace Card Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/ReportandReplaceCards/Multi-Language Adds an Omniscript to the action launcher component.

            Request Loan Payoff Statement

            Here are the artifacts and components used for the Request Loan Payoff Statement service process.

            Note
            Note When you clone the flow orchestrator, use ProcessLoanPayoffStmt as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use RqstLoanPayoffStmt as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            /api/{accountType }/{cardsourceSystemId}/Payoff/Details?payoffDate={payoffDate}

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSC_RequestLoanPayoffStatement Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.RequestLoanPayoffStatementIntegPrvd Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Request Loan Payoff Statement Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/RequestLoanPayoffStatement Gives a guided path for completing the request intake process.
            Flow Orchestrator

            Process Loan Payoff Statement Request

            		 Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome.
            Autolaunched Flow Service Process: Request Loan Payoff Statement Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/RequestLoanPayoffStatement/Multi-Language Adds an Omniscript to the action launcher component.

            Request Statement Copies

            Here are the artifacts and components used for the Request Statement Copies service process.

            Note
            Note When you clone the flow orchestrator, use ProcessRqstStmtCopies as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use RqstStmtCopy as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            For current account:

            /CurrentAccount/{accountId}/Statement/Request

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            For savings account:

            /SavingsAccount/{accountId}/Statement/Request

            For loan account:

            /Loan/{loanId}/Statement/Request

            For auto loan account:

            /AutoLoan/{autoLoanId}/Statement/Request

            For mortgage account:

            /Mortgage/{mortgageLoanId}/Statement/Request
            Integration Definition FSC_RequestStatementCopies Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.RequestStatementCopiesIntegPrvd Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Request Statement Copies Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/RequestStatementCopies Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Request Statement Copies Activates record-triggered flow orchestrator upon a submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Request Statement Copies Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/RequestStatementCopies/Multi-Language Adds an Omniscript to the action launcher component.

            Reset PIN

            Here are the artifacts and components used for the Reset PIN service process.

            Note
            Note The Reset PIN service process uses the FSCRtl_ResetPIN and FSCRtl_ValidateCardDetails integration definitions. For the FSCRtl_ResetPIN definition, use fscserviceprocess.ResetPinIntegrationProvider as the Apex class. For the FSCRtl_ValidateCardDetails definition, use fscserviceprocess.ResetPinSvcIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use ProcessResetPIN as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ResetPIN as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            To update cards:

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Update

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Update

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Update

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            To validate cards:

            /CreditCard/{creditCardId}/IssuedDevice/{issuedDeviceId}/Validate

            /CurrentAccount/{currentaccountId}/IssuedDevice/{issueddeviceId}/Validate

            /SavingsAccount/{savingsaccountId}/IssuedDevice/{issueddeviceId}/Validate
            Integration Definition FSCRtl_ResetPIN Calls the API to submit a client’s service process request in the core banking system.
            FSCRtl_ValidateCardDetails
            Apex Class fscserviceprocess.ResetPinIntegrationProvider Implements the business logic required for the service process integration.
            fscserviceprocess.ResetPinSvcIntegPrvd
            Named Credential Attribute Value FSC_retail_credit_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            FSC_retail_savings_integrations_V1_0_0
            FSC_retail_current_integrations_V1_0_0
            Service Process Template Reset PIN Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/ResetPin Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Reset PIN Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Reset PIN Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/ResetPin/Multi-Language Adds an Omniscript to the action launcher component.

            Stop Check Payment

            Here are the artifacts and components used for the Stop Check Payment service process.

            Note
            Note When you clone the flow orchestrator, use ProcessStopCkpyRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use RvwStopCheckPymt as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            For current account:

            /CurrentAccount/{accountId}/IssuedDevice/Update

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            For savings account:

            /SavingsAccount/{accountId}/IssuedDevice/Update
            Integration Definition FSC_StopCheckPayment Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.StopCheckPaymentIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Stop Check Payment Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/StopCheckPayment Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Stop Check Payment Request Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Review Stop Check Payment Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/StopCheckPayment/Multi-Language Adds an Omniscript to the action launcher component.

            Transaction Dispute Management

            Here are the artifacts and components used for the Transaction Dispute Management service process.

            Type Name What It Does
            Integration Definition FSC_GetTransaction Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.TransactionServiceIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Transaction Dispute Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/TransactionDisputeManagement Gives a guided path for completing the request intake process.
            Action Launcher Deployment FSC/TransactionDisputeManagement/English Adds an Omniscript to the action launcher component.

            Transfer Funds to Own Account

            Here are the artifacts and components used for the Transfer Funds to Own Account service process.

            Note
            Note The Transfer Funds to Own Account service process uses the FSC_TransferFundsToOwnAccount and FSC_GetBalanceDetails integration definitions. For the FSC_TransferFundsToOwnAccount definition, use fscserviceprocess.TransferFundsToOwnAccountIntegProvider as the Apex class. For the FSC_GetBalanceDetails definition, use fscserviceprocess.AccountBalanceServiceIntegrationProvider as the Apex class.

            When you clone the flow orchestrator, use ProcTfrFundToOwnAcct as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use TransferFunds as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            For current account:

            /CurrentAccount/{accountId}/Payments/Initiate

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.

            For savings account:

            /SavingsAccount/{accountId}/Payments/Initiate

            For home equity loan:

            /HomeEquityLoan/{accountId}/Payments/Initiate
            Integration Definition FSC_TransferFundsToOwnAccount Calls the API to submit a client’s service process request in the core banking system.
            FSC_GetBalanceDetails
            Apex Class fscserviceprocess.TransferFundsToOwnAccountIntegProvider Implements the business logic required for the service process integration.
            fscserviceprocess.AccountBalanceServiceIntegrationProvider
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Transfer Funds to Own Account Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/TransferFundstoOwnAccount Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Transfer Funds to Own Account Request Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Create Funds Transfer Case Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/TransferFundstoOwnAccount/Multi-Language Adds an Omniscript to the action launcher component.

            Update Email or Phone

            Here are the artifacts and components used for the Update Email or Phone service process.

            Note
            Note When you clone the flow orchestrator, use ProcessUpdtEmlPhnRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use UpdateContactDetails as the API name for the new flow.
            Type Name What It Does
            API Endpoints /customers/{customerId} Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSC_UpdateEmailOrPhone Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.UpdateEmailorPhoneIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Update Email or Phone Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSC/UpdateEmailorPhone Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Email or Phone Update Request Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Update Contact Details Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSC/UpdateEmailOrPhone/Multi-Language Adds an Omniscript to the action launcher component.

            Estate Planning

            Here are the artifacts and components used for the Estate Planning service process.

            Note
            Note When you clone the flow orchestrator, use ProcessEstatePlanning as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use ReviewEstatePlanning as the API name for the new flow.
            Type Name What It Does
            API Endpoints /customers/{customerId} Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCRtl_EstatePlanning Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.FSCRtlEstatePlanningIntegrationProvider Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Estate Planning Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCRtl/EstatePlanning Gives a guided path for completing the request intake process.
            Flow Orchestrator ProcessEstatePlanning Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Review Estate Planning Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCRtl/EstatePlanning/Multi-Language Adds an Omniscript to the action launcher component.

            Initiate Automated Customer Account Transfer

            Here are the artifacts and components used for the Initiate Automated Customer Account Transfer service process.

            Note
            Note When you clone the flow orchestrator, use WlthAutoAcctTfrRqst as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use WlthRvwCustAcctTfr as the API name for the new flow.
            Type Name What It Does
            API Endpoints /InvestmentAccounts/{accountId}/Acats Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSC_InitiateAutomatedAccountTransfer Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.FSCWlthInitAutomatedAcctTrfrIntegPrvd Implements the business logic required for the service process integration.
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Initiate Automated Account Transfer Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCWlth/AutomatedCustomerAccountTransfer Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Wealth Automated Customer Account Transfer Request Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Wealth Service Process: Review Customer Account Transfer Request Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCWlth/AutomatedCustomerAccountTransfer/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Beneficiaries for Wealth Banking

            Here are the artifacts and components used for the Manage Beneficiaries for Wealth Banking service process.

            Note
            Note The Transfer Funds to Own Account service process uses the FSCWlth_ManageBeneficiaries and FSCWlth_GetBeneficiaryDetails integration definitions. For the FSCWlth_ManageBeneficiaries definition, use fscserviceprocess.ManageBeneficiariesIntegrationProvider as the Apex class. For the FSCWlth_GetBeneficiaryDetails definition, use fscserviceprocess.FSCWlthBeneficiaryDetailsSrvcIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use WlthManageBenfProc as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use WealthManageBenf as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /api/InvestmentAccounts/Initiate

            /api/InvestmentAccounts/{sourceSystemId}/Retrieve

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definitions FSCWlth_ManageBeneficiaries Calls the API to submit a client’s service process request in the core banking system.
            FSCWlth_GetBeneficiaryDetails
            Apex Class fscserviceprocess.ManageBeneficiariesIntegrationProvider Implements the business logic required for the service process integration.
            fscserviceprocess.FSCWlthBeneficiaryDetailsSrvcIntegPrvd
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template FSC Wealth Manage Beneficiaries Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCWlth/ManageBeneficiaries Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Wealth Manage Beneficiaries Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Wealth Service Process: Manage Beneficiaries Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCWlth/ManageBeneficiaries/Multi-Language Adds an Omniscript to the action launcher component.

            Manage Standing Instructions for Wealth Banking

            Here are the artifacts and components used for the Manage Standing Instructions for Wealth Banking service process.

            Note
            Note The Manage Standing Instructions for Wealth service process uses the FSCWlth_ManageStandingInstructions and FSCWlth_GetStandingInstructionDetails integration definitions. For the FSCWlth_ManageStandingInstructions definition, use fscserviceprocess.FSCWlthManageStndInstrIntegProvider as the Apex class. For the FSCWlth_GetStandingInstructionDetails definition, use fscserviceprocess.FSCWlthManageStndInstrSvcIntegProvider as the Apex class.

            When you clone the flow orchestrator, use WealthManageStndInstr as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use WealthMngStndInstr as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /InvestmentAccounts/{accountId}/Payments/Retrieve

            /InvestmentAccounts/{accountId}/Payments/Initiate

            /InvestmentAccounts/{accountId}/Payments/Update

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definitions FSCWlth_ManageBeneficiaries Calls the API to submit a client’s service process request in the core banking system.
            FSCWlth_GetStandingInstructionDetails
            Apex Class fscserviceprocess.FSCWlthManageStndInstrIntegProvider Implements the business logic required for the service process integration.
            fscserviceprocess.FSCWlthManageStndInstrSvcIntegProvider
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Manage Standing Instructions for Wealth Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCWlth/ManageStandingInstructionsML Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Wealth Manage Standing Instructions Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Wealth Service Process: Manage Standing Instructions Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCWlth/ManageStandingInstructionsML/Multi-Language Adds an Omniscript to the action launcher component.

            Set Up Required Minimum Distribution

            Here are the artifacts and components used for the Set Up Required Minimum Distribution service process.

            Note
            Note The Set Up Required Minimum Distribution service process uses the FSCWlth_SetupRequiredMinimumDistribution and FSCWlth_RqrMinDstrGetBankAccountDetails integration definitions. For the FSCWlth_SetupRequiredMinimumDistribution definition, use fscserviceprocess.FSCWlthSetupRequiredMinDstrIntegPrvd as the Apex class. For the FSCWlth_RqrMinDstrGetBankAccountDetails definition, use fscserviceprocess.FSCWlthRqrMinDstrGetBankAcctDtlIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use WealthSetupRMD as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use WealthRvwRqrMinDstr as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /InvestmentAccounts/{accountId}/RMD

            /InvestmentAccounts/{accountId}/Retrieve

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definitions FSCWlth_SetupRequiredMinimumDistribution Calls the API to submit a client’s service process request in the core banking system.
            FSCWlth_RqrMinDstrGetBankAccountDetails
            Apex Class fscserviceprocess.FSCWlthSetupRequiredMinDstrIntegPrvd Implements the business logic required for the service process integration.
            fscserviceprocess.FSCWlthRqrMinDstrGetBankAcctDtlIntegPrvd
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Set Up Required Minimum Distribution Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCWlth/SetupRequiredMinimumDistribution Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Wealth Setup Required Minimum Distribution Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Wealth Service Process: Review Required Minimum Distribution Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCWlth/SetupRequiredMinimumDistribution/Multi-Language Adds an Omniscript to the action launcher component.

            Update Profile

            Here are the artifacts and components used for the Update Profile for Wealth Banking service process.

            Note
            Note The Update Profile service process uses the FSCWlth_UpdateProfileCustomer and FSCWlth_UpdateProfileFinancialAccount integration definitions. For the FSCWlth_UpdateProfileCustomer definition, use fscserviceprocess.FSCWlthUpdateProfileCustomerIntegPrvd as the Apex class. For the FSCWlth_UpdateProfileFinancialAccount definition, use fscserviceprocess.FSCWlthUpdateProfileFinAccIntegPrvd as the Apex class.

            When you clone the flow orchestrator, use ProcessUpdateProfile as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use WealthUpdateProfile as the API name for the new flow.

            Type Name What It Does
            API Endpoints

            /InvestmentAccounts/Update

            /customers/{customerId}

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definitions FSCWlth_UpdateProfileCustomer Calls the API to submit a client’s service process request in the core banking system.
            FSCWlth_UpdateProfileFinancialAccount
            Apex Class fscserviceprocess.FSCWlthUpdateProfileCustomerIntegPrvd Implements the business logic required for the service process integration.
            fscserviceprocess.FSCWlthUpdateProfileFinAccIntegPrvd
            Named Credential Attribute Value FSC_wealth_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template FSC Wealth Update Profile Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCWlth/UpdateProfile Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Update Profile Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Wealth Service Process: Update Profile Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCWlth/UpdateProfile/Multi-Language Adds an Omniscript to the action launcher component.

            Cancel Insurance Policy

            Here are the artifacts and components used for the Cancel Insurance Policy service process.

            Note
            Note When you clone the flow orchestrator, use ProcCnclInsPolicy as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use CancelInsPolicy as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            /api/policies/cancel

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCINS_PolicyCancellation Calls the API to submit a client’s service process request in the core banking system.
            Apex Class PCHelperFunctions Implements the business logic required for the service process integration.
            PolicyCancellationIntegPrvd
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Cancel Insurance Policy Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCINS_PolicyCancellation Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Cancel Insurance Policy Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Cancel Insurance Policy Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCINS/PolicyCancellation/Multi-Language Adds an Omniscript to the action launcher component.

            Initiate Vehicle First Notice of Loss

            Here are the artifacts and components used for the Initiate Vehicle First Notice of Loss service process.

            Note
            Note When you clone the flow orchestrator, use FSCINSVehicleFNOL as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use InitiateVehicleFNOL as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            FSCINS/FirstNoticeOfLoss

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Service Process Template FirstNoticeOfLoss Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCINS/FirstNoticeOfLoss Gives a guided path for completing the request intake process.
            Flow Orchestrator Process FSC INS Initiate Vehicle First Notice of Loss Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow InitiateVehicleFNOL Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCINS/FirstNoticeOfLoss/Multi-Language Adds an Omniscript to the action launcher component.

            Report First Notice of Loss for Homeowners

            Here are the artifacts and components used for the Report First Notice of Loss for Homeowners service process.

            Note
            Note When you clone the flow orchestrator, use ProcRptFstNtceOfLsHo as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use RptFstNtceOfLsHo as the API name for the new flow.
            Type Name What It Does
            Apex Class PropertyFNOLHelperFunctions Implements the business logic required for the service process integration.
            Service Process Template Report First Notice of Loss for Homeowners Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript

            FSCINS/FNOLHomeInsurancePropertyDamageQuestionnaire

            FSCINS/FNOLHomeOwnersInsurance

            		 Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Report First Notice of Loss for Homeowners Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Report First Notice of Loss for Homeowners Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCINS/FNOLHomeOwnersInsurance/Multi-Language Adds an Omniscript to the action launcher component.

            Request Insurance Proof

            Here are the artifacts and components used for the Request Insurance Proof service process.

            Note
            Note When you clone the flow orchestrator, use ProcRptFstNtceOfLsHo as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use InsServiceRqstProof as the API name for the new flow.
            Type Name What It Does
            Apex Class FSCInsServiceProcessSendEmail Implements the business logic required for the service process integration.
            Service Process Template Request Insurance Proof Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript

            FSCIns/RequestInsuranceProof

            		 Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Insurance Proof Request Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Review Insurance Proof Request Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment FSCIns/RequestInsuranceProof/Multi-Language Adds an Omniscript to the action launcher component.

            Update Billing Frequency

            Here are the artifacts and components used for the Update Billing Frequency service process.

            Note
            Note When you clone the flow orchestrator, use ProcUpdateBillingFreq as the API name for the flow orchestration. When you save the autolaunched flow as a new flow, use UpdateBillingFreq as the API name for the new flow.
            Type Name What It Does
            API Endpoints

            /api/policies/{policyId}/billing-frequency

            		 Calls the outbound API endpoint in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request.
            Integration Definition FSCINS_UpdateBillingFrequency Calls the API to submit a client’s service process request in the core banking system.
            Apex Class fscserviceprocess.UpdateBillingFrequencyIntegPrvd Implements the business logic required for the service process integration.
            UpdateBillingFrequencyHelperFunctions
            Named Credential Attribute Value FSC_fsc_integrations_V1_0_0 Specifies the secure endpoint URL and authentication credentials required to connect Salesforce to the external system.
            Service Process Template Update Billing Frequency Creates a unique version of the service process from a predefined template in the Unified Catalog.
            Omniscript FSCINS_UpdateBillingFrequency Gives a guided path for completing the request intake process.
            Flow Orchestrator Process Update Billing Frequency Activates record-triggered flow orchestrator upon submission of a request, attempts to process it, and acts based on the outcome.
            Autolaunched Flow Service Process: Update Billing Frequency Sends the email notification to the customer upon submitting the service process request.
            Action Launcher Deployment /FSCINS/UpdateBillingFrequency/Multi-Language Adds an Omniscript to the action launcher component.
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