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Create Financial Account Field Sets for Retail Banking (Managed Package)

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Create Financial Account Field Sets for Retail Banking (Managed Package)

Create custom field sets to include financial account information on the Financials tab for client and household profiles.

Required Editions

Available in: Professional, Enterprise, and Unlimited editions.

Managed Package Icon This is a Financial Services Cloud managed package feature.

  1. From the object management settings for financial accounts, go to Field Sets, and then click New.
  2. Enter Auto Loan Account as the Field Set Label.
  3. Enter FSC_Client_AutoLoan as the Field Set Name.
  4. Enter Client profile’s Financials tab in the Where is this used? field.
  5. Save your changes.
  6. Drag these fields from the palette, and then drop them in the In the Field Set container: Financial Account Name (Name: Name), Type (Name: FinancialAccountType), Owner Type (Name: OwnerType), Date Opened (Name: OpenDate), and Balance (Name: Balance).
  7. Save your changes.
  • Repeat steps 1–7 to create these field sets with the same fields used in step 6:
    Field Set Label Name Where is this used?
    Checking Account FSC_Client_CheckingAccount Client profile’s Financials tab
    Credit Card Account FSC_Client_CreditCard Client profile’s Financials tab
    Savings Account FSC_Client_SavingsAccount Client profile’s Financials tab
    Loan Account FSC_Client_LoanAccount Client profile’s Financials tab
    Mortgage Account FSC_Client_MortgageAccount Client profile’s Financials tab
    HELOC Account FSC_Client_HELOC Client profile’s Financials tab
  • Repeat steps 1–7 to create these field sets:
    Field Set Label Name Where is this used?
    Auto Loan Account FSC_Group_AutoLoan Household profile’s Financials tab
    Checking Account FSC_Group_CheckingAccount Household profile’s Financials tab
    Credit Card Account FSC_Group_CreditCard Household profile’s Financials tab
    Savings Account FSC_Group_SavingsAccount Household profile’s Financials tab
    Loan Account FSC_Group_LoanAccount Household profile’s Financials tab
    Mortgage Account FSC_Group_MortgageAccount Household profile’s Financials tab
    HELOC Account FSC_Group_HELOC Household profile’s Financials tab

    With these fields:

    Label Name
    Financial Account Name Name
    Primary Owner PrimaryOwner
    Type FinancialAccountType
    Date Opened OpenDate
    Balance Balance
 
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