Set Up Integrated Onboarding for Financial Services Cloud
Give your users a head start in the onboarding journey. Turn on the Sample Onboarding
Application template setting and set up your org to get started with onboarding applicants. The
setup includes activating flows, creating products for applicants, deploying the sample
OmniScripts, and more.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have the Financial Services Cloud enabled
To connect with external systems for identity verification and Anti Money Laundering (AML)
screening, you can create integration definitions.
To assess the risk of the applicant, set up expression sets that categorize each applicant
based on their risk factors.
To process the approval of Party Profile records, create approval processes that define the
steps involved in approving or rejecting a Party Profile record.
Enable Integrated Onboarding in Financial Services Cloud To enable the sample onboarding app in your Salesforce org, enable the Sample Onboarding Application template setting. By enabling this setting, you get access to the objects and flows necessary to onboard applicants.
Set Up Products to Onboard Applicants Create products for which you want to onboard your applicants. For example, Savings Account and Checking Account.
Activate Flows to Onboard Applicants The sample onboarding app template includes flows and flow orchestrations that help automate the onboarding process. When you enable the sample app in your Salesforce org, if the flows for onboarding aren’t in the active state, clone and activate the new version before you begin to onboard applicants.
Deploy the Sample Templates to Onboard Applicants Deploy the prebuilt templates for onboarding that add sample OmniScripts, Integration Procedures, Omnistudio Data Mappers, and assessment questions to your Salesforce org. After you deploy, you can customize the sample templates to suit your business needs.
Add the Sample OmniScript to the Assessment Record Page Layout Add the sample FSC_Onboarding OmniScript to the Assessment record page layout, so that your users can launch the OmniScript from the Assessment record page. The sample OmniScript provides your users a guided experience through the onboarding process.
Set Up an Approval Process to Approve Party Profile Records To automate the review of Party Profile records that were created for onboarding applicants, create an approval process. Use approval processes to specify the sequence of steps that are necessary to approve a record.
Create and Configure a Queue Create a queue and specify the set of objects that are supported by the queue, and the set of users that are allowed to retrieve records from the queue.
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