Setup and Configuration of the Update Profile Service Process for Wealth Banking
Give your reps an easy-to-follow process for capturing the customer requests to update profile information by enabling the Update Profile 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 | /InvestmentAccounts/Update | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| /customers/{customerId} | ||
| Integration Definitions | FSCWlth_UpdateProfileCustomer | Calls the API to submit a client’s request in the core banking system. |
| FSCWlth_UpdateProfileFinancialAccount | ||
| Apex | fscserviceprocess.FSCWlthUpdateProfileCustomerIntegPrvd | Implements the business logic required for the service process integration. |
| fscserviceprocess.FSCWlthUpdateProfileFinAccIntegPrvd | ||
| Omniscript | FSCWlth/UpdateProfile | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Update Profile | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | FSC Wealth Update Profile | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSCWlth/UpdateProfile/Multi-Language | Adds Omniscript to the Action Launcher component. |
- Assign Permissions for the Update Profile Service Process
To use the Update Profile service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Update Profile Service Process
Turn on Agentforce Financial Services Integrations and connect your external banking system to Salesforce. - Create Integration Definitions for the Update Profile Service Process
The Update Profile Service Process uses the FSCWlth_UpdateProfileCustomer and FSCWlth_UpdateProfileFinancialAccount integration definitions. It calls the API to submit the client’s Update Profile request to the core banking system. You can use these integration definitions, or create your own. - Clone and Activate the Omniscript for the Update Profile Service Process
Give your users a guided path for completing the request intake process in the Update Profile service process. Use the Omniscript as is, or customize it to meet your business needs. - Clone and Activate the Update Profile Salesforce Flow
Show your users the step-by-step instructions to submit an Update Profile request for a client. Customize the flow to meet your business needs. - Incorporate Your Company Logo in Update Profile Service Process Communications
Use your company logo in an email template and use the logo with the Update Profile service process for customer interactions. - Create an Update Profile Service Process from a Template
Create a unique version of the Update Profile service process to provide a personalized and seamless experience for your users. - Add Data Attributes for the Update Profile Service Process
Create data attributes to store the information that a customer provides. The Update Profile service process has predefined data attributes. Create more data attributes based on your business needs. - Create Document Types for the Wealth Banking Update Profile Service Process
Set up document types to help your users select a supporting documentation type that confirms the client’s profile details. - Create a Decision Matrix for the Wealth Banking Update Profile Service Process
Create a decision matrix and add the Update Profile service process and document types. To show a list of valid document types that a user can select, the Update Profile service process uses Business Rules Engine to create rules by using decision matrices and expression sets. Document types are a list of supporting documentation that a user can request from a client to validate the new information. - Create an Expression Set for the Update Profile Service Process
Create an expression set to read the values in the decision matrix and populate the values in the document type. - Create an Update Profile Action
To give your users quick access to the Update Profile Omniscript, create an Action Launcher deployment that uses the service process template. If you already have an action launcher deployment, add the Update Profile Omniscript to it. - Add the Update Profile Action to the Account Page
To give your users quick access to the Update Profile Omniscript, add the Update Profile action launcher component to the account page layout. - Configure State and Country or Territory Picklists for the Update Profile 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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