Known Issues · 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
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
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
ResidentialLoanApplication object layout is not showing the Action Plan Related list in the layout.
In Review ·Reported By 0 ·Updated 3 days ago
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
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
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 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. 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
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
Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make their purchase decisions based upon features that are currently available.