Setup and Configuration of the Manage Beneficiaries Service Process for Retail Banking
Give your service reps an easy-to-follow process to help manage beneficiaries by enabling the Manage Beneficiaries service process through Service Process Studio.
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 Endpoints | /SavingsAccount/{accountId}/Initiate | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| /SavingsAccount/{accountId}/Delete | ||
| /CurrentAccount/{accountId}/Initiate | ||
| /CurrentAccount/{accountId}/Delete | ||
| Integration Definitions | FSC_ManageBeneficiaries | Calls the API to submit a client’s request in the card management system. |
| Apex | fscserviceprocess.ManageBeneficiariesIntegrationProvider | Implements the business logic required for the service process integration. |
| Omniscript | FSC/ManageBeneficiaries | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Manage Beneficiaries | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Manage Beneficiaries | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/ManageBeneficiaries/Multi-Language | Adds Omniscript to the Action Launcher component. |
- Assign Permissions for the Manage Beneficiaries Retail Banking Service Process
To use the Manage Beneficiaries service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Beneficiaries Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Manage Beneficiaries Retail Banking Service Process
The Manage Beneficiaries Service Process uses the FSC_ManageBeneficiaries integration definition. It calls the API to submit the client’s Manage Beneficiaries request to the core banking system. Use this integration definition, or create your own. - Clone the Omniscript for the Manage Beneficiaries Retail Banking Service Process
Give your users a guided path for completing the request intake process in the Manage Beneficiaries service process. Use the Manage Beneficiaries Omniscript as is, or customize it to meet your business needs. - Clone the Manage Beneficiaries Salesforce Flow for Retail Banking Service Process
Show your users the step-by-step instructions to submit a Manage Beneficiaries request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Manage Beneficiaries Service Process Communications for Retail Banking
Use your company logo in an email template and use the template with the Manage Beneficiaries service process for customer interactions. - Create a Manage Beneficiaries Retail Banking Service Process from a Template
Create a unique version of the Manage Beneficiaries service process and enter the details to make sure that users have a tailored and efficient way to manage their beneficiaries. - Add Data Attributes for the Manage Beneficiaries Retail Banking Service Process
Create data attributes to store the information that a customer provides. The Manage Beneficiaries service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Manage Beneficiaries Action for Retail Banking Service Process
To give your users quick access to the Manage Beneficiaries Omniscript, create an Action Launcher deployment that uses the service process template. If you already have an Action Launcher deployment, add the Manage Beneficiaries Omniscript to it. - Add the Manage Beneficiaries Action to the Account Page for Retail Banking Service Process
Add the Manage Beneficiaries action launcher component to the account page layout to give your users quick access to the Manage Beneficiaries Omniscript. - Configure State and Country or Territory Picklists for Manage Beneficiaries 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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