Setup and Configuration of the Request Loan Payoff Statement Service Process for Retail Banking
Use the Service Process Studio to enable the Request Loan Payoff Statement service process to give your customers a simplified process to securely request for their loan information.
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 | /api/{accountType }/{cardsourceSystemId}/Payoff/Details?payoffDate={payoffDate} | Triggers the fulfillment flow to process the request in MuleSoft (or other middleware). |
| Integration Definition | FSC_RequestLoanPayoffStatement | Calls the API to submit a client’s request in the loan management system. |
| Apex | fscserviceprocess.RequestLoanPayoffStatementIntegPrvd | Implements the business logic required for the service process integration. |
| Omniscript | FSC/RequestLoanPayoffStatement | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Loan Payoff Statement Request | Orchestrates the request processing flow, triggered by a record update, and takes action based on the outcome. |
| Service Process Template | Request Loan Payoff Statement | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/RequestLoanPayoffStatement/Multi-Language | Adds Omniscript to the Action Launcher component. |
- Assign Permissions for the Retail Banking Request Loan Payoff Statement Service Process
To use the Request Loan Payoff Statement service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Request Loan Payoff Statement Service Process
Turn on Financial Services Cloud Integrations and connect your external banking system to Salesforce. - Create an Integration Definition for the Request Loan Payoff Statement Service Process
The Request Loan Payoff Statement service process uses the fscserviceprocess.RequestLoanPayoffStatementIntegPrvd integration definition. It calls the API to submit the client’s loan payoff statement request to the loan management system. Use this integration definition, or create your own. - Clone the Omniscript for the Request Loan Payoff Statement Service Process
Clone the FSC/RequestLoanPayoffStatement Omniscript and then activate the new version of the Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Request Loan Payoff Statement service process. Use the Omniscript as is, or customize it to meet the needs of your business. - Clone the Request Loan Payoff Statement Salesforce Flow
Use the Process Loan Payoff Statement Request flow orchestration to show your users the step-by-step instructions for submitting a Loan Payoff Statement request for a client. Customize the flow to meet your business needs. - Create an Apex Class for Request Loan Payoff Statement Service Process
Create an Apex class to send an email with an attachment to the user who requests for a loan payoff statement. - Incorporate Your Company Logo in Request Loan Payoff Statement Service Process Communications
Use your company logo in an Email template and use the logo with the Request Loan Payoff Statement service process for customer interactions. - Create a Request Loan Payoff Statement Service Process from a Template
Provide a personalized and seamless experience for your users by creating a unique version of the Request Loan Payoff Statement service process. - Add Data Attributes for the Request Loan Payoff Statement Service Process
Create data attributes to store the information that a customer provides. The Request Loan Payoff Statement service process has predefined data attributes. Create more data attributes based on your business needs. - Create a Request Loan Payoff Statement Action
Create an Action Launcher deployment that uses the service process template to give your users quick access to the Request Loan Payoff Statement Omniscript. If you already have an Action Launcher deployment, add the Request Loan Payoff Statement Omniscript to it. - Add the Action to the Account Page for the Request Loan Payoff Statement Service Process
To give your users quick access to the Request Loan Payoff Statement OmniScript, add the Request Loan Payoff Statement Action Launcher component to the account page layout. - Configure State and Country or Territory Picklists for Request Loan Payoff Statement 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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