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            Add Data Attributes to Store Fee Reversal Data

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            3. Financial Services Cloud Admin Guide

            Add Data Attributes to Store Fee Reversal Data

            Optionally, create data attributes to store information from a client. The Fee Reversal service process has predefined data attributes. You can create more as needed to meet the needs of your business.

            Required Editions

            User Permissions Needed
            To set up Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case and Service Catalog Request objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            1. In Setup, in the Quick Find box, enter Service Process Studio, and then click Service Process Studio.
            2. Edit an existing service process or create one.
            3. Select Data Attributes and then click New Data Attribute.
              Fee reversal fee reversal
            4. Enter an Attribute Name and API Name.
            5. Select an Attribute Type.
            6. Select a Data Type.
            7. Optionally, select a Parent Attribute.
            8. Optionally, enter a Default Value and Description.
            9. Optionally, select Required.
              New data attribute
            10. Click Add.
            11. Save your changes.
             
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