Nirav Doctor - 2 years ago
Hi Subhra - got it. So the use case is specific to sharing on FAs independent of the parent Account. Would you have well defined rules to determine which types of FAs should be shared with what roles on the FA team? Currently, are you solving this through manual sharing or do you have Apex based sharing logic to address this?
Subhra Bandyopadhyay - 2 years ago
There are some occurences for (High Profie Ultra High network Clients) or for certain Relationships where there are Trust accounts present, The Relationship Manager (RM) who owns the particular Account (Individual or Household) is sometimes reluctant to share the information with everyone other than a Trust Analyst or those who needs to have access.
FInancial Accounts currently have a primary owner and a joint owner concept. However a team concept may be helpful when the RM can pick and choose whom he/she wants to provide access to a particular Financial Account within a Relationship and only those that have access can drilldown further to see the details of those accounts.
Hope that helps, let me know if you have any other questions.
Ankita Dixit - 3 years ago
Financial service cloud helps to manage the customer relationships and also regulate some very complex connections.