Data Cloud for Financial Services Cloud Flexcard 的集成程序
Data Cloud for Financial Services Cloud Flexcard 取决于这些集成程序。
所需的 Edition
适用于：Lightning Experience 适用于：Professional、Enterprise 和 Unlimited Edition |
FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
检索要显示在 FSCDataCloudShowIncomeExpenses Flexcard 上的计算见解数据。
调用者：FSCDataCloudShowIncomeExpenses Flexcard
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，hasRecordAccess 方法
- industriespersonalizedfinance.CDPQuery Apex 类，hasPersonAccount 方法
- industriespersonalizedfinance.CDPQuery Apex 类，getCalculatedInsight
- FSCDataCloudTransformIncomeExpenseData Data Mapper Transform
- FSCDataCloudRetrieveHouseholdMemberDetails 数据映射器提取
- FSCDataCloudRetrieveFinancialAccounts 数据映射器提取
- FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
检索要显示在 FSCDataCloudCashFlowByCategory Flexcard 上的计算见解数据。
调用者：FSCDataCloudCashFlowByCategory Flexcard
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，hasRecordAccess 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，getIncomeExpenseCategories 方法
- getCalculatedInsight.CDPQuery Apex 类，hasPersonAccount 方法
- FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
检索计算见解数据，以按类别显示家庭客户所有成员的现金流。
调用者：FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，getCalculatedInsightForAllFAsinMonth 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，getIncomeExpenseCategories 方法
FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
检索计算见解数据，以按类别显示个人客户的现金流。
调用者：FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，getCalculatedInsight 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，getIncomeExpenseCategories 方法
FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
检索个人客户的 Data Cloud 现金流汇总数据。
调用者：FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，getCalculatedInsight 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，computeIncomeForAllMembers 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，computeExpenseForAllMembers 方法
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，processMonthlyIncomeExpense 方法
FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
检索家庭客户所有成员的 Data Cloud 现金流汇总数据。
调用者：FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
呼叫：
- industriespersonalizedfinance.CDPQuery Apex 类，getCalculatedInsightForAllFAs 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，computeIncomeForAllMembers 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，computeExpenseForAllMembers 方法
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 类，processMonthlyIncomeExpense 方法
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