Setup and Configuration of the Manage Standing Instructions Service Process for Wealth Banking
Use the Service Process Studio to enable the Manage Standing Instructions service process to give your service reps an easy-to-follow process for capturing the customer requests to add or delete standing instructions.
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 | /InvestmentAccounts/{accountId}/Payments/Retrieve /InvestmentAccounts/{accountId}/Payments/Initiate /InvestmentAccounts/{accountId}/Payments/Update |
Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definitions | FSCWlth_ManageStandingInstructions | Calls the API to submit a client’s request in the card banking system. |
| FSCWlth_GetStandingInstructionDetails | ||
| Apex | fscserviceprocess.FSCWlthManageStndInstrIntegProvide | Implements the business logic required for the service process integration. |
| fscserviceprocess.FSCWlthManageStndInstrSvcIntegProvider | ||
| Omniscript | FSCWlth/ManageStandingInstructionsML | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Wealth Manage Standing Instructions | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Manage Standing Instructions for Wealth | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCWlth/ManageStandingInstructionsML/Multi-Language | Adds an Omniscript to the Action Launcher component. |
- Assign Permissions for the Manage Standing Instructions Service Process for Wealth Banking
To use the Manage Standing Instructions service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Manage Standing Instructions Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Manage Standing Instructions Service ProcessI
The Manage Standing Instructions service process uses theFSCWlth_ManageStandingInstructionsandFSCWlth_GetStandingInstructionDetailsintegration definitions. It calls the API to submit the client’s Manage Standing Instructions request to the core banking system. You can use these integration definitions, or create your own. - Clone the Omniscript for the Manage Standing Instructions Service Process
Give your users a guided path for completing the request intake process in the Manage Standing Instructions service process. Use the Omniscript as it is, or customize it to meet your business needs. - Clone the Manage Standing Instructions Salesforce Flow
Show your users the step-by-step instructions to submit a Manage Standing Instructions request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Manage Standing Instructions Service Process Communications
Use your company logo in an email template and use the logo with the Manage Standing Instructions service process for customer interactions. - Create a Manage Standing Instructions Service Process for Wealth Banking from a Template
Create a unique version of the Manage Standing Instructions service process and enter the details. - Add Data Attributes for the Manage Standing Instructions Wealth Banking Service Process
Create data attributes to store the information that a customer provides. The Manage Standing Instructions service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Manage Standing Instructions Action for Wealth Banking Service Process
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Manage Standing Instructions Omniscript. If you have an existing Action Launcher deployment, add the Manage Standing Instructions Omniscript to it. - Add the Manage Standing Instructions Action to the Account Page
Add the Manage Standing Instructions Action Launcher component to the account page layout to give your users quick access to the Manage Standing Instructions Omniscript. - Configure State and Country/Territory Picklists Manage Standing Instructions
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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