「finserv」の検索結果

Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account ownership, and the FSC rollup framework. Trigger keywords: FSC data model, FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountParty, FinServ namespace, household rollup, AssetsAndLiabilities, FinancialGoal, LifeEvent, AccountContactRelation FSC. NOT for setting up financial accounts and roles in Setup — use admin/financial-account-setup. NOT for household membership and rollup scheduling — use admin/household-model-configuration.

日本語の概要は準備中です。原文の説明を表示しています。

Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for household group setup and rollup scheduling — use admin/household-model-configuration. NOT for the FinServ object graph and SOQL — use data/fsc-data-model.

日本語の概要は準備中です。原文の説明を表示しています。