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            Process Name Values for Service Process Document Types

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            3. Financial Services Cloud Admin Guide

            Process Name Values for Service Process Document Types

            Review the process name values required to configure your decision matrix for retrieving service process document types.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.

            Inside the intake Omniscript for specific service processes, a dedicated Integration Procedure element passes a ProcessName key in its Extra Payload section. The value of this key acts as the input to the GetAllRequiredDocumentTypes decision matrix. Map these exact values in your matrix to make sure that the correct document requirements load for each service process.

            Service Integration Procedure Element in Omniscript Integration Procedure Name Process Name Value
            Update Profile GetDocumentTypes FSCWlth_GetAllDocumentTypes FSCWlth_UpdateProfile
            Manage Credit Limit GetDocumentTypes FSCWlth_GetAllDocumentTypes FSCRtl_ManageCreditLimit
            Set Up Required Minimum Distribution GetDocumentTypes FSCWlth_GetAllDocumentTypes FSCWlth_SetupRequiredMinimumDistribution
            Address Update GetAllDocumentTypesIP FSCAddressUpdate_GetDocumentTypes AddressUpdate
             
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