Flows Provided to Onboard Applicants
The flows provided to onboard applicants are in the fsc_onboarding namespace. When you turn on the Sample Onboarding Application Template setting in your Salesforce org, the record-triggered flows aren’t in the active state. To initiate the onboarding process, you must activate the flows.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled |
This table lists the flows provided to onboard applicants.
| Flow Label | Description | Default Status |
|---|---|---|
| Onboarding: Process an Application Form to Onboard a New Applicant | When the Flow Orchestration Instance Related Object record is created with Application Form as the reference object, this flow orchestration creates an Applicant record, a Party Profile record, and an Assessment record. The flow orchestration then processes the Application Form to onboard a new applicant. The Flow Orchestration Instance Related object represents a junction between a flow orchestration instance and a related object for which the flow orchestration instance run was initiated. |
Inactive |
| Onboarding: Process a Party Profile to Onboard a New Applicant | When the Flow Orchestration Instance Related Object record is created with the Reference Object as Party Profile, this flow orchestration processes the Party Profile record for identity verification, risk assessment, and screening checks. | Inactive |
| Onboarding: Resume Application | Resumes a paused onboarding application by updating the Flow Orchestration Instance ID in the Flow Orchestration Instance Related Obj. | Active |
| Onboarding: Initiate Application Form Onboarding | Allows the user to provide product information and specify whether additional applicants are needed for the application form. The flow then creates Party Profile, Application Form Product, and Assessment records to initiate the onboarding process. | Active |
| Onboarding: Create Assessments | Creates Assessment records for applicants whose Applicant stage isn’t set to Approved. | Active |
| Onboarding: Set Orchestration Condition to Update Account and Opportunity Records | Checks if the stage of the Application Form record is either Approved or Rejected. If the stage is Approved or Rejected, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Check Application Form Stage and Update Account and Opportunity Records | Checks if the stage of the Application Form record is Completed. If it’s Completed, the flow updates the Account record with the applicant's details and changes the stage of the Opportunity record to Closed Won. | Active |
| Onboarding: Resume Party Profile Onboarding | Resumes the paused party profile onboarding by updating the Flow Orchestration Instance ID in the Flow Orchestration Inst Related Object. | Active |
| Invoke the Industries Send External Async Request Action | Makes an asynchronous callout to an external endpoint to execute the callout request. | Active |
| Onboarding: Set Orchestration Conditions to Initiate Risk Assessment | Checks if the stage of the Party Profile record is Risk Screening and the stage of the Party Screening Summary record associated with the Party Profile record is Completed. If both conditions are met, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Assess the Risk Category for the Party Profile and Update the Party Profile Stage | Calls a Business Rules Engine action to assess the risk category of the Party Profile record that triggered the flow. The flow then creates a Party Profile Risk record and stores the risk category. Then the flow updates the stage of the Party Profile record to Approval. For more information on how to set up an expression set to determine the risk category, see Set Up Decision Matrices to Determine the Risk Category for a Party Profile. |
Active |
| Onboarding: Request Party Profile Approval | Calls an action to submit the Party Profile record to the approval process that you’ve set up. For more information on how to set up the approval process for onboarding, see Set Up an Approval Process to Approve Party Profile Records. |
Active |
| Onboarding: Set Orchestration Condition to Initiate Party Profile Approval | Checks if the Stage of the Party Profile record is Approved. If the stage is Approved, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Check Party Profile Status and Update Applicant Stage | Checks if the status of the party profile is Completed. If the status is Completed, the flow updates the stage of the associated Applicant record to Approved. Otherwise, the flow updates the stage of the Applicant record to Rejected. | Active |
| Onboarding: Resume Paused Application Form | Resumes the onboarding of an application form by creating a flow orchestration event based on the record ID of the application form. | Inactive |
| Onboarding: Wake Up the Paused Flow Orchestration to Onboard a Party Profile | Creates a Flow Orchestration Event based on the Party Profile record ID to resume the onboarding process if it’s paused. | Inactive |
| Onboarding: Process Flow Execution Errors | Creates a Process Exception record to process the flow execution errors and updates the status of the Flow Orchestration Instance Related Obj record to Fix Exceptions. | Active |
| Onboarding: Check the Document Checklist Item Status and Update Party Profile Stage | Checks whether the status of the Document Checklist Item for the Party Profile record is Accepted or not and updates the stage of the Party Profile record accordingly. | Inactive |
| Onboarding: Check Applicant Stage and Update Application Form Stage | Checks whether all the Applicant records for an application form are Approved or Rejected. If the Applicant records are approved, the flow updates the stage of the associated Application Form record to Approved. Otherwise, the flow updates the stage of the Application Form record to Rejected. | Inactive |
| Onboarding: Set Orchestration Condition to Initiate Identity Verification | Checks whether the stage of the Party Profile record is Risk Screening and the stage of the Party Identity Verification record associated with the Party Profile record is Completed. If both conditions are met, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Retry Party Profile Identity Verification and Screening Checks | Checks the status of the identity verification and screening checks for the Party Profile record. If they aren’t complete, the flow allows the user to retry the identity verification and screening checks. | Active |
| Onboarding: Create Application Form from Lead | Creates an Application Form record from the Lead record and a Flow Orchestration Instance Related Object record to initiate the onboarding flow orchestration. | Inactive |
| Onboarding: Set Orchestration Condition to Initiate Screening Checks | Checks whether the stage of the Party Profile record is Risk Screening and the stage of the Party Screening Summary record associated with the Party Profile record is Completed. If both conditions are met, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Set Conditions to Determine if the Perform Party Profile Identity Verification Stage is Completed | Checks whether the stage of the Party Profile record is Risk Screening and the stage of the Party Identity Verification record associated with the Party Profile record isn't Initiated. If both conditions are met, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Set Conditions to Determine if the Perform Party Profile Screening Checks Stage is Completed | Checks whether the stage of the Party Profile record is Risk Screening and the stage of the Party Screening Summary record associated with the Party Profile record is Completed. If both conditions are met, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Set Orchestration Condition to Resume an Orchestration Run | Checks whether the status of the Flow Orchestration Instance Related Obj record is Restarted or Fixed With Errors. If the status is Restarted or Fixed With Errors, the flow sets the orchestration condition to met. Otherwise, the flow sets the orchestration condition to not met. | Active |
| Onboarding: Set Orchestration Conditions to Restart or Resume Flow Orchestration Instance | Checks the status of the Flow Orchestration Instance Related Obj record and determines whether to restart or resume the orchestration instance run. | Inactive |
| Onboarding: Resume Flow Orchestration Instances that are in the Fix Exceptions Status | Retrieves the status of the Flow Orchestration Instance Related Obj record and stores it in an output variable. If the status is Restarted, updates the status of the Flow Orchestration Inst Related Obj record to In Progress. | Active |
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