View Financial Account and Transaction Details
View financial account details and financial account transaction details associated with financial accounts on the FSCFinancialAccountDetails and FSCFinancialAccountTransactionDetails cards.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To view financial account and financial account transaction details by using the standard financial account and related objects from the Financial Account Management Standard Objects data model: | Industry Service Excellence OR Industry Sales Excellence AND OmniStudio Admin OR OmniStudio User AND Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales |
| To view financial account and financial account transaction details by using the financial account and related objects from the Financial Services Cloud managed package: | Financial Services Cloud Extension OR Financial Services Cloud Foundation OR FSC Sales OR FSC Service AND OmniStudio User OR OmniStudio Admin |
Before you begin:
- Enable the OmniStudio Metadata setting. For more information, see Enable OmniStudio Metadata API Support.
- Disable the OmniStudio Managed Package Runtime setting. For more information, see Disable Managed Package Runtime.
- Preview and load all the child FlexCards of FSCFinancialAccountDetails and
FSCFinancialAccountTransactionDetails FlexCards in the FlexCard designer. This is a one-time
activity in your Salesforce org.
For example, the FSCFinancialAccountDetails FlexCard contains FSCAutoLoanDetails child FlexCard. The FSCAutoLoanDetails contains FSCAutoLoanBasicDetails, FSCAutoloanSummary, and FSCStatementInformation child FlexCards. Preview and load all these child FlexCards to create Lightning Web Components, and then load the parent FlexCard.
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From the App Launcher, select the retail banking app.
- If you’ve enabled the Financial Account Management Standard Objects setting, select Retail Banking.
- If you’re using the financial account information from the Financial Services Cloud managed package, select Retail Banking Console.
- From the app menu, click Financial Accounts.
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Click the financial account whose details you want to view.
The FSCFinancialAccountDetails card shows the details for the selected financial account.
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View the transaction details for the selected financial account.
Important The FSCFinancialAccountTransactionDetails and FSCFinancialAccountsSummary flexcards show transaction details only when a transaction includes both the description and transaction type.-
On the card, get a quick view of recent transactions, description, date, and the amount
of the transaction.
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To view specific details of a transaction, search for the transaction using these
filtering criteria:
- Transaction Type
- Transaction description
- Transaction Date Range (Start Date, End Date)
- Transaction Amount Range (Min Amount, Max Amount)
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On the card, get a quick view of recent transactions, description, date, and the amount
of the transaction.
