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Set Up Manage Beneficiaries as a Self-Service Process for Wealth Banking

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Set Up Manage Beneficiaries as a Self-Service Process for Wealth Banking

Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to manage beneficiaries for investment accounts.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
User Permissions Needed
To set up the Manage Beneficiaries self-service process: Customize Application

Before you begin, set up and configure the Manage Beneficiaries service process.

  1. On the Financial Services Client portal, configure the Manage Beneficiaries service process for self service.
  2. Assign user permissions to access Named Credentials and External Credentials.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Edit the cloned community user profile.
    3. In the Administrative Permissions section, select Allows users to modify Named Credentials and External Credentials.
    4. Save your changes.
 
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