Requirements to Populate the Financial Services Birthday Card Component

The birthday card component acts as a simple list to provide users with their contact and customer birthdays which are occurring within the next seven days from and including today (relative to when the user is logging in to view the card component)

The birthday card component starts by determining what user is currently logged in and if they have access to Accounts and Contacts and are the owner of said Accounts and Contacts.

The component then looks to see if the following fields are populated with data:

• Account ID
• Category (Account)
• Name 
• Age 
• Birthdate

As long as the record owner ID equals the user ID of the current user logged in the component will build a list of all clients with information completed for the fields above. The component and Financial Services platform reviews the formed list and queries out any client with a birthdate via the birthdate field occurring today or within seven days of todays date (again relative to when the user is logging in).

If any valid results are found the birthday card component will be populated for user review and action. 

Please note when using the individual data model for HC the birthdate field will be on the contact and in a person account data model the birthdate field will be on the account.