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View Real-Time Account and Financial Account Information
Using the Data Consumption Framework, MuleSoft integration, and FlexCards components, show your users real-time account and financial account details and transaction details. The refresh button on the FSCFinancialAccountsSummary, FSCFinancialAccountDetails, and FSCFinancialAccountTransactionDetails components lets your users quickly see up-to-date client financial information.
- Enable Real-Time Financial Account Information
Turn on the setting to retrieve real-time financial account and transaction information from your external core banking system. When this setting is off, account information is retrieved from Salesforce. - Enable Mulesoft for Integration for Real-Time Account and Financial Account Information
Turn on Mulesoft integration. - Create an Integration Definition for Financial Account Details
Create integration definitions for APIs for Get Financial Account Details. - Create an Integration Definition for Financial Account Transaction Details
Create integration definitions for APIs for Get Financial Account Transaction Details. - Customize Financial Account Cards Using OmniStudio FlexCard Components
In OmniStudio, customize the FSCFinancialAccountsSummary, FSCFinancialAccountDetails and FSCFinancialAccountTransactionDetails components to show information that is most relevant to users. This optional step configures the components to show information with clickable actions that change based on the information they contain. Customize the components that make up the FlexCard component before adding it to record pages. - Customize the Financial Account Page Layout
Add the Source System ID field to the Financial Account page layout. This field shows the ID of the financial account in the core banking system. The ID determines which account to pull data from in the core banking system. - Customize Omnistudio Data Mappers to Show Blank Values
When retrieving real-time financial account data from your core banking system to show on the FSCFinancialAccountSummary and FSCFinancialAccountDetails components, show a blank value for a field rather than the Salesforce value.
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