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            Discovery Framework

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            3. Financial Services Cloud Admin Guide

            Discovery Framework

            With the Discovery Framework, your users can create digital forms to collect and validate data and avoid time-consuming and error-prone manual methods. The Discovery Framework data model and the power of Omnistudio enable your users to create digital forms and manage every aspect of questionnaire-driven data collection in compliance with your policies.

            Required Editions

            Available in: Lightning Experience in Enterprise, Professional, and Unlimited Editions where the Financial Services Cloud license is enabled

            Explore and Learn

            Watch this video to understand how Discovery Framework works for Financial Services Cloud.

            If you aren’t able to watch the video in full screen, open the video on a new tab: Watch video Discovery Framework for Financial Services Cloud.

            Note
            Note Discovery Framework is compatible with only Omnistudio standard objects model (Omnistudio Spring '22 and later releases). Each Omnistudio release has a unique link for downloading its managed package, plus Release Notes, installation instructions, and upgrade instructions. For a new installation, your first task is to Prepare to Install the Omnistudio Package. For an upgrade, your first task is to Install or Upgrade the Omnistudio Package. After you install or upgrade, make sure that you have disabled Omnistudio Managed Package Runtime and enabled Omnistudio Metadata (for import and export) settings.

            To learn how to enable Discovery Framework and manage every aspect of questionnaire-driven information collection, see Set Up and Configure Discovery Framework.

             
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