Setup and Configuration of the Transfer Funds to Own Account Service Process for Retail Banking
Use the Service Process Studio to enable the Transfer Funds to Own Account service process to give your agents an easy-to-follow process for capturing a funds transfer request.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for this process:
Note The prebuilt configuration for the Transfer Funds to Own Account service process and its
fulfillment flow requires the FundTransferRequest object. This object is available only in
the FSC Standard objects. If you use the FSC Managed Package objects, the prebuilt template
is not supported. Instead, define a custom object for fund transfer requests, and build
custom fulfillment flows and Apex integrations. Then, configure a new service process that
uses your custom object.
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | For current account - /CurrentAccount/{accountId}/Payments/Initiate | Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
| For savings account - /SavingsAccount/{accountId}/Payments/Initiate | ||
| For home equity loan - /HomeEquityLoan/{accountId}/Payments/Initiate | ||
| Integration Definitions | FSC_TransferFundsToOwnAccount | Calls the API to submit a client’s request in the core banking system. |
| FSC_GetBalanceDetails | ||
| Apex | fscserviceprocess.TransferFundsToOwnAccountIntegProvider | Implements the business logic required for the service process integration. |
| fscserviceprocess.AccountBalanceServiceIntegrationProvider | ||
| Omniscript | FSC/TransferFundstoOwnAccount | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Transfer Funds to Own Account Request | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Transfer Funds to Own Account | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/TransferFundstoOwnAccount/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Retail Banking Transfer Funds to Own Account Service Process
To use the Transfer Funds to Own Account service process, assign the relevant permissions to your users - Connect to MuleSoft and Create a Named Credential for the Transfer Funds to Own Account Service Process
Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create Integration Definitions for the Transfer Funds to Own Account Service Process
The Transfer Funds to Own Account Service Process uses thefscserviceprocess.TransferFundsToOwnAccountIntegProviderandfscserviceprocess.AccountBalanceServiceIntegrationProviderintegration definitions. It calls the API to submit the client’s fund transfer request in the core banking system. You can use these integration definitions, or create your own. - Clone and Activate the Omniscript for the Transfer Funds to Own Account Service Process
Clone and activate the FSC/TransferFundstoOwnAccount Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Transfer Funds to Own Account service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Transfer Funds to Own Account Salesforce Flow
Use the Process Transfer Funds to Own Account Request Salesforce Flow Orchestration to show your users the step-by-step instructions to submit a Transfer Funds to Own Account request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Transfer Funds to Own Account Service Process Communications for Retail Banking
Use your company logo in an Email template and use it with the Transfer Funds to Own Account service process for customer interactions. - Configure Required Fields for Fund Transfer Request
To indicate the transfer type, frequency, and status of a fund transfer request, activate the picklist values. Complete this step only if you're using FSC Standard objects. If you use FSC Managed Package objects, create a custom object to handle fund transfer requests. - Create a Transfer Funds to Own Account Service Process from a Template
Create a unique version of the Transfer Funds to Own Account service process and enter the details. - Add Data Attributes for the Transfer Funds to Own Account Service Process
Create data attributes to store information that a customer provides. The Transfer Funds to Own Account service process has predefined data attributes. However, to capture the recurring payment details associated with a fund transfer, add the Recurring Payment Option data attribute of type Base with the base object as Fund Transfer Request. - Create a Transfer Funds to Own Account Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Transfer Funds to Own Account Omniscript. If you have an existing action launcher deployment, add the Transfer Funds to Own Account Omniscript to it. - Add the Action to the Person Account Page for the Transfer Funds to Own Account Service Process
Add the Transfer Funds to Own Account action launcher component to the person account page layout to give your users quick access to the Transfer Funds to Own Account Omniscript.
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