Configure the Fee Reversal OmniScript
To customize the fee reversal request flow, edit the steps of the Fee Reversal OmniScript. Open the OmniStudio app, go to the OmniScripts page, expand the FSC/FeeReversal OmniScript, and open the highest version.
Required Editions
| User Permissions Needed | |
|---|---|
| To set up Fee Reversal service process: | Industries Service Process, Industry Service Excellence, and OmniStudio Case and Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND Financial Services Cloud Extension OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Fee Reversal service process: | Industries Service Process, Industry Service Excellence, and OmniStudio Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete AND Financial Services Cloud Extension OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
To customize the fee reversal request flow, edit the steps of the FSC/FeeReversal OmniScript. Open the OmniStudio app, go to the OmniScripts page, expand the FSC/FeeReversal OmniScript, and open the highest version.
| Component Name | Component Type | What It Does | What It Calls |
|---|---|---|---|
| SetAccountContext | Integration Procedure | Retrieves the customer community user’s Account Id from Salesforce when the user logs in to a self-service portal and launches the fee reversal service process. It also retrieves the portal’s URL extension and stores it in the CommunityBasePath variable. To let your customer community users use the fee reversal service process on a self-service portal, the SetAccountContext component must be present in the FSC/FeeReversal OmniScript. |
SelfService_SetAccountContext Integration Procedure |
| GetFinancialAccounts | Integration Procedure | Retrieves Financial Accounts associated with a Person Account. | FSC_GetFeeReversalFinancialAccounts Integration Procedure, which calls three Omnistudio Data Mappers: FSCFeeReversalGetFinancialAccounts, FSCFeeReversalFilterFinancialAccounts, and FSCFeeReversalTransformFinancialAccounts |
| SelectFinancialAccount | Step | Displays a selectable list of accounts. | FSCFeeReversalFinancialAccounts FlexCard |
| SetSelectedFinancialAccount | Set Values | Assembles information about the selected account. | None |
| GetFeeReversalTransactions | Integration Procedure | Retrieves fee transactions for the selected account. | FSC_GetFeeReversalTransactions Integration Procedure |
| SelectFeeType | Step | Prompts for the fee type dropdown list. | None |
| SetSelectedFeeType | Set Values | Assembles information about the selected Fee type. | None |
| FSCFeeReversalFilterTransactions | Omnistudio Data Mapper Transform | Filter Transactions based on selected Fee type. | FSCFeeReversalFilterTransactions Data Mapper |
| SelectTransactions | Step | Displays a selectable list of fees of that type. | FSCFeeReversalTransactions FlexCard, which has a child FlexCard: FSCFeeReversalTransactionDataTable |
| SetSelectedTransactions | Set Values | Assembles information about the selected fee. | None |
| ValidateFeeReversalTransactions | Integration Procedure | Verifies that reversal of the selected fee isn’t explicitly prohibited. | FSC_ValidateFeeReversalTransactions Integration Procedure, which calls the FSCFeeReversalTransactionAge Data Mapper |
| Summary | Step | Displays summary information about the fee reversal request. | FSCFeeReversalSummary FlexCard |
| CreateCase | Integration Procedure | Creates a case for the fee reversal request and returns the case number. | FSC_FeeReversalCreateCase Integration Procedure, which calls the FeeReversalHelperFunctions class and callCreateCaseApi method |
| Confirmation | Step | Displays the case number. | None |
