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            Set Up Sharing Sets for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Set Up Sharing Sets for Retail Banking Service Process

            Create a sharing set to give your Financial Services Client Portal users access to records that are relevant for using the retail banking service processes. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create or update sharing sets: Customize Application
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
            2. In the Sharing Sets related list, click New.
            3. Enter a label for the sharing set.
            4. In the Select Profiles section, select your cloned community user profile and click Add.
            5. Under Select Objects, select Account-Account Relationship, Case, Financial Account, and User, and then click Add.
              Note
              Note Configuring the access for the Financial Account Transaction object in the sharing set is required only for those service processes, which need access to customer’s financial transaction details. For example, the Fee Reversal service process.
            6. In the Configure Access section, next to each object, click Set Up and configure access for the objects as shown in this table.
              OBJECT ACCESS DETERMINED BY ACCESS LEVEL
              Account-Account Relationship User:Account = Account-Account Relationship:Owner.Account Read Only
              Case User:Account = Case:Owner.Account Read/Write
              Dispute User:Account = Dispute:Case.Account Read/Write
              Financial Account User:Contact.Account = Financial Account:FinServ__PrimaryOwner__c Read Only
              Financial Account Transaction User:Account = Financial Account Transaction:FinServ__FinancialAccount__c.FinServ__PrimaryOwner__c Read Only
              Service Catalog Request User:Account = Service Catalog Request:Case.Account Read Only
              User User:Account = User:Account Read Only
            7. Save your changes.
              Note
              Note When a customer community user initiates the service processes from the Financial Services Client Portal, only the financial accounts for which the user is a primary owner are shown.

            See Also

             
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