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Create Stage Definitions from Financial Intermediaries Templates

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Create Stage Definitions from Financial Intermediaries Templates

Orchestrate the partner lifecycle by creating stage definitions for intermediary firm and employee onboarding. Map transitions and automate progress from registration to approval. Use prebuilt templates to standardize workflows, or add custom logic to meet compliance requirements.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions.
User Permissions Needed
To configure stage definition: Stage Management Design User

The stage definition templates for Financial Intermediaries provide stage transitions but no predefined step definitions. Extend these stage templates and add custom logic to align the onboarding process with your specific business requirements.

  1. From Setup, find and select Stage Definition.
  2. Click New.
  3. Select Use a template and click Next.
  4. Select Financial Intermediary Firm Onboarding and click Next.
  5. Enter the stage definition name and developer name.
  6. Select the appropriate record type.
  7. Click Next.
  8. Configure the Stage Mapping.
    Review the map values and manually add any missing stages if the stage value isn’t present.
  9. Save your changes for each individual step definition.
  10. Click Publish.
  11. To set up intermediary employee onboarding, repeat steps 1 through 9, selecting the Financial Intermediary Employee Onboarding template.
  12. Add and activate the stage definition assignment.

Add the Record Stage Overview component to the Application Form record page to view the various stages of the intermediary firm and employee onboarding.

 
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