Setup and Configuration of the Request Statement Copies Service Process for Retail Banking
Use the Service Process Studio to enable the Request Statement Copies service process to give your agents an easy-to-follow process for capturing statement copies request.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for this process:
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | For current account - /CurrentAccount/{accountId}/Statement/Request | Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
| For savings account - /SavingsAccount/{accountId}/Statement/Request | ||
| For loan account - /Loan/{loanId}/Statement/Request | ||
| For auto loan account - /AutoLoan/{autoLoanId}/Statement/Request | ||
| For mortgage account - /Mortgage/{mortgageLoanId}/Statement/Request | ||
| Integration Definition | FSC_RequestStatementCopies | Calls the API to submit a client’s request in the core banking system. |
| Apex | fscserviceprocess.RequestStatementCopiesIntegPrvd | Implements the business logic required for the service process integration. |
| Omniscript | FSC/RequestStatementCopies | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Request Statement Copies | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Request Statement Copies | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/RequestStatementCopies/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Retail Banking Request Statement Copies Service Process
To use the Request Statement Copies service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Request Statement Copies Service Process
Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create an Integration Definition for the Request Statement Copies Service Process
The Request Statement Copies Service Process uses thefscserviceprocess.RequestStatementCopiesIntegPrvdintegration definition. It calls the API to submit the client’s Statement Copies request in the core banking system. You can use this integration definition, or create your own. - Clone and Activate the Omniscript for the Request Statement Copies Service Process
Clone and activate the FSC/RequestStatementCopies Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Request Statement Copies service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Request Statement Copies Salesforce Flow
Use the Process Request Statement Copies Salesforce Flow Orchestration to show your users the step-by-step instructions to submit a Request Statement Copies request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Request Statement Copies Service Process Communications for Retail Banking
Use your company logo in an Email template and use it with the Request Statement Copies service process for customer interactions. - Create a Request Statement Copies Service Process from a Template
Create a unique version of the Request Statement Copies service process and enter the details. - Add Data Attributes for the Request Statement Copies Service Process
You can create data attributes to store information that a customer provides. The Request Statement Copies service process has predefined data attributes. You can create more as needed to meet the needs of your business. - Create a Request Statement Copies Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Request Statement Copies Omniscript. If you have an existing action launcher deployment, add the Request Statement Copies Omniscript to it. - Add the Action to the Person Account Page for the Request Statement Copies Service Process
Add the Request Statement Copies action launcher component to the person account page layout to give your users quick access to the Request Statement Copies Omniscript.
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