Setup and Configuration of the Initiate Automated Customer Account Transfer Service Process
Your customers can use the Initiate Automated Customer Account Transfer (ACAT) service process to raise requests for transferring securities from one trading account to another, at a different brokerage firm or bank.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
Here are the artifacts and components used for this process.
| Type | Name | What it does |
|---|---|---|
| API Endpoint | /InvestmentAccounts/{accountId}/Acats | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSC_InitiateAutomatedAccountTransfer | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.FSCWlthInitAutomatedAcctTrfrIntegPrvd | Implements the business logic required for the service process integration. |
| Omniscript | FSCWlth/AutomatedCustomerAccountTransfer | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Wealth Automated Customer Account Transfer Request | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Initiate Automated Account Transfer | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCWlth/AutomatedCustomerAccountTransfer/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Initiate Automated Customer Account Transfer Service Process
To use the Initiate Automated Customer Account Transfer service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Initiate Automated Customer Account Transfer Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create an Integration Definition for the Initiate Automated Customer Account Transfer Service Process
The Initiate Automated Customer Account Transfer service process uses the FSC_InitiateAutomatedAccountTransfer integration definition. It calls the API to submit the client’s Initiate Automated Account Transfer request to the core banking system. Use this integration definition, or create your own. - Clone the Omniscript for the Initiate Automated Customer Account Transfer Service Process
Give your users a guided path for completing the request intake process in the Initiate Automated Account Transfer service process. Use the Omniscript as it is, or customize it to meet your business needs. - Clone the Initiate Automated Customer Account Transfer Salesforce Flow
Show your users the step-by-step instructions for submitting an Initiate Automated Customer Account Transfer request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Initiate Automated Customer Account Transfer Service Process Communications
Use your company logo in an email template and use the template with the Initiate Automated Customer Account Transfer service process for customer interactions. - Create an Initiate Automated Customer Account Transfer Service Process from a Template
Provide a personalized and seamless experience for your users by creating a unique version of the Initiate Automated Customer Account Transfer service process. - Add Data Attributes for the Initiate Automated Customer Account Transfer Service Process
Create data attributes to store the information that a customer provides. The Initiate Automated Customer Account Transfer service process has predefined data attributes. Create more data attributes based on your business needs. - Create an Initiate Automated Customer Account Transfer Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Initiate Automated Customer Account Transfer Omniscript. If you already have an Action Launcher deployment, add the Initiate Automated Customer Account Transfer Omniscript to it. - Add the Initiate Automated Customer Account Transfer Action to the Account Page
Give your users quick access to the Initiate Automated Account Transfer Omniscript by adding the Initiate Automated Customer Account Transfer Action Launcher component to the account page layout. - Configure State and Country or Territory Picklists for the Initiate Automated Customer Account Transfer Service Process
Standard or custom address fields use picklists for the State and Country address fields. Before you enable standard or custom address fields, configure the State and Country/Territory picklists. Configuring picklists ensures continuity and data integrity with existing state, country, and territory data and customizations.
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