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Known Issues · Financial Services Cloud

Unable to add Person Account to Relationship Map on Household Edit Screen

Financial Services Cloud

Adding a Person Account to an existing household/Group, we do see a success toast message, but the Person Account is not showing up in the Relationship Map.

In Review ·Reported By 17 ·Updated 2 days ago

New!When accessing the standard policy component, Customers Observing an error 1442414209-9880 (-783590960)

Financial Services Cloud

The Standard component Policy (Financial Service Cloud) to display Insurance Policies and claims is throwing error NoAccessException: You do not have access to this record. Ask for help or access from your administrator. However, the policy is accessible to users.

In Review ·Reported By 1 ·Updated Yesterday

On Lead Conversion, unhandled Apex exception is encountered (ENTITY_IS_DELETED) from Queueable FinServ.MoiIndividualService

Financial Services Cloud

When trying to convert Lead in Individual context, getting unhandled exception from MoiIndividualService class from FinServ package in Apex Jobs Error: Update failed. First exception on row 0 with id [AccountId]; first error: ENTITY_IS_DELETED, entity is deleted: []

In Review ·Reported By 4 ·Updated 3 days ago

Action plan related list missing for ResidentialLoanApplication entity

Financial Services Cloud

ResidentialLoanApplication object layout is not showing the Action Plan Related list in the layout.

In Review ·Reported By 0 ·Updated 3 days ago

[FSC] Error 'Edit this series from an event that hasn’t started yet' when enabling 'Add to Group' in Relationships

Financial Services Cloud

Recurring Lightning Events that are expired are being included in rollup when attempting to edit a household group resulting in error: 'Edit this series from an event that hasn’t started yet' The expectation is that the rollup should only edit recurring events that are valid to be edited, such as...

Scheduled - Spring '21 ·Reported By 8 ·Updated 9 days ago

"We can’t display the Actionable Relationship Center component" error when viewing ARC component

Financial Services Cloud

Users may see the following error when viewing the ARC component on an org with multiple Financial Services Cloud packages installed having a namespace that includes Finserv (e.g. Finserv and FinServWaveExt).

In Review ·Reported By 5 ·Updated 9 days ago

Referral components in Financial Services Cloud are not visible for custom Referral record type

Financial Services Cloud

As per the Financial Services Cloud implementation guide, custom referral record types are supported in FSC: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_config_referrals_record_type.htm However the referral...

In Review ·Reported By 11 ·Updated 11 days ago

ARC not showing any relationship records when user does not have access to just one record

Financial Services Cloud

ARC fails to load any records(in a relationship card) if even one of them is set to private. Desired Behavior - It should load all the records that it the user has access to except for the ones that they don't have access to. There should be an error message on the card saying "We couldn't one or...

In Review ·Reported By 2 ·Updated 12 days ago

Financial Account List component does not show records for all Joint Owners

Financial Services Cloud

Financial Account List component does not show records for all Joint Owners. It will only show Financial Accounts where the Client is listed in the Joint Owner field of the Financial Account.

In Review ·Reported By 3 ·Updated 15 days ago

FinancialAccountList component View All link displays FAR related list instead of related FAs

Financial Services Cloud

Using the Financial Account List component to show records of a custom record type for Financial Accounts or a standard record type if you click on the link "View All" at the bottom of the component from a Household Account you will see a page "No items to display" as it takes you to the page for Financial...

In Review ·Reported By 57 ·Updated 18 days ago

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