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            Create and Manage Flows

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            3. Financial Services Cloud Admin Guide

            Create and Manage Flows

            You can customize the provided flows to meet your needs and add quick actions.

            • Provided Flows for Common Service Requests in Retail Banking and Insurance
              Several flows for common service requests in retail banking and insurance are included with the Lightning Flow for Financial Services Cloud package.
            • Customize a Prepackaged Flow
              The flows in the package are installed as standard flow templates. You can clone a template and customize it to suit your business processes.
            • Create a Quick Action for a Flow
              Give users easy access to a flow by creating a quick action. When you add the quick action to the Person Account page layout, users can launch the flow from person account record pages.
            • Add Quick Actions to the Person Account Page Layout
              Add the quick actions to the Person Account page layout so that they appear in the action menu on the highlights panel on Person Account record pages.
            • View a Flow’s Output
              A flow’s output is a case record and a JSON string. The JSON string contains the key pieces of information that are provided during the execution of the flow. If you have an integrated back-end system, you can use the JSON string to record the collected information into your back-end system. To view a flow’s JSON output in Lightning Experience, create a report.
            • Restrict File Types to Upload in a Flow
              Files uploaded during a flow are attached to the case record that the flow creates. By default, all file types can be uploaded. You can choose which file types you want to allow.
            • Set an Approval Limit for Disputed Transactions
              For disputed transactions, you can set an approval limit for service reps. If a disputed transaction amount is within the approval limit, the Dispute Transactions flow marks the resulting case as Closed. Otherwise, the case status is marked as New.
            • Add Documents to the Send Documents Flow
              The Send Documents flow has a list of a few commonly used documents. You can add more documents to the list.
            • Considerations for Working with Flows
              Review these points to understand how the provided flows work.
             
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