Financial Services Cloud27 tasks
Configure Actionable Relationship Center Graph
With this capability, a Financial Services Cloud org gets an Actionable Relationship Center (ARC) graph that shows a client's household, relationships and financial accounts on the record page. That includes the record types, page layouts, permissions and relationship records behind the graph.
Method
How MeshMesh does it
- Diagnoses why the graph is missing relationships. In one case it traced contacts that did not appear to the way the graph walked ContactContactRelation.
- Sets up the record types, page layouts and permissions the graph depends on.
- Adds or redesigns graph nodes over AccountContactRelation, ContactContactRelation, FinancialAccount and FinancialAccountParty. Examples include a Financial Account node that uses a many-to-many junction, a direct node from the root to Contact, and a graph rebuilt around employer, household and filtered contracts.
- Deploys the graph and the layouts, retrying when a deployment fails.
- Loads sample records for demo dashboards.
For related work in this cloud, see the Financial Services Cloud overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.