Give your users a guided path for completing the request intake process in the Set Up Required Minimum Distribution service process. Use the Omniscript as is, or customize it to meet your business needs.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To update the Set Up Required Minimum Distribution service process: | Customize Application |
Before you begin:
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