Financial service cloud

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まとめA～M

環境の問題

• FSC ORG is not presenting "Document Checklist" in Permission Sets

We couldn't find Claire's spose Timothy Johnson with the corerct information

アカウントの重複が問題らしい。
I have started working on Finance cloud and the module was Client Management with Financial Services Cloud

We can't designate this person as primary. Someone else is already the primary household member.

• FSC how can I allow multiple client and prospect records to be marked as "primary member" in a household.

【未解決】You don't have the level of access required to complete this action. Please contact your administrator for help.

• You don't have the level of access required to complete this action. Please contact your administrator for help.

• Map Client Relationship error

• Health Cloud でも同じようなエラー、しかし未解決

これと同じでは？

• Error: "You don't have the level of access required to complete this action. Please contact your administrator..." in Health Cloud Console

• "You don't have the level of access required to complete this action" in FSC

We couldn’t find a client named ‘Claire Johnson’ with the correct occupation.

• Error Message-Map Client Relationships

Actually I worked it out that I had inadvertently typed 'CFO' in the TITLE field, instead of the OCCUPATION field. It all worked fine after that correction.

実際、私は、OCCUPATION フィールドではなく、TITLE フィールドにうっかり「CFO」と入力してしまったことに気付きました。その修正後、すべて正常に機能しました。

• Claire Johnson のアカウント ページのアクティビティの下にある [タスク] ボタンが表示されません。[すべて表示] をクリックすると、添付のエラー ページが表示されます。

Finally I solved this issue!

Set Up -> Profiles -> System Administrator -> Object Settings -> both for Events and Tasks ->

Set -Master- as "Assigned Record Type".

個人取引先

• Do I need to have Person Accounts enabled before installing the FSC packages?

Please check this article.

Considerations for Transforming the Individual Data Model to Person Accounts in Financial Services Cloud
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_transform_consider.htm&type=5