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Known Issues · Financial Services Cloud

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 127 ·Updated Yesterday

“No Access” error while searching for a Contact to add within the Group Relationship Builder

Financial Services Cloud

This issue is reproducible on a Winter '23 Org having an Individual Model set up. When a user tries to add a Contact within the Group Relationship Builder on a Winter '23 org, we get a “No Access” error within the lookup area.

In Review ·Reported By 13 ·Updated Yesterday

New!personAccountDefault tag is missing from Profile metadata

Change Sets , Financial Services Cloud , Industries Cloud-Other , Industries Cloud-Common

'personAccountDefault' is missing in the profile metadata extracted from Production after winter 23' upgrade

Fixed - Winter '23 Patch 17.0 ·Reported By 1 ·Updated Today

Cannot upload the same file to more than 2 DCI

Financial Services Cloud

When trying to upload the same file to more than 2 DCIs, getting an error "Can not attach 1 file to Document Checklist Item".

In Review ·Reported By 2 ·Updated 2 days ago

Browsing tags for Interest Tag component raising error on the Task and Event records

Financial Services Cloud , Winter 23

The Browse Tag option for the out-of-the-box Interest Tag component is raising the error when launched from Task or Event records: On the event records: "No such column 'Name' exists on entity 'Event'" On the task records: "No such column 'Name' exists on entity 'Task'" The error prevents fetching...

In Review ·Reported By 2 ·Updated 2 days ago

Localization of few related list labels coming from FSC pkg is not happening

Financial Services Cloud

FSC relationship Tree(Household) Related labels, Financial Summary, Assets and Liabilities, Tasks, Legislations in the related list is not getting localized while checking in the FSC enabled org

In Review ·Reported By 1 ·Updated 3 days ago

Null sobject for related list PersonPersonLifeEvents in layout causes all related lists to fail to load, resulting in "Something went wrong" error

Financial Services Cloud

When a user is give access to the PersonPersonLifeEvents entity through a Permission Set and they are granted access to the Related List on a Page Layout, removing the Permission Set can cause the entire Related List to fail to load. This will instead display a "Something went wrong" error message.

In Review ·Reported By 0 ·Updated 4 days ago

Recurrence Schedule Entity Exposed to UI in Object Settings of Permission Sets and Profiles

Financial Services Cloud , Summer 22

The Recurrence Schedule entity is listed within Object Settings of Permission Sets and Profiles. Upon click on the object name within a Permission Set (For example, the Action Plans Permission Set), an Insufficient Privileges error is displayed.

In Review ·Reported By 0 ·Updated 6 days ago

240 UI Performance Regression: FinServ group relationship builder modal load performance tied to ACR record volume, will lockup page or crash browser

Financial Services Cloud , Winter 23

Linear performance impact on group relationship builder associated with number of ACRs to business accounts. Components and pages are rendered unusable during load of all ACR information and with larger numbers (>50 records) may crash the browser. > Actual: Group relationship builder modal...

In Review ·Reported By 0 ·Updated 7 days ago

DPE writeback failing with Inherit sharing from Salesforce

Financial Services Cloud

When Analytics setting "Inherit sharing from Salesforce" is enabled. Data Processing Engines are failed because a new field is being appended at the end which is not present in the Target object.

In Review ·Reported By 1 ·Updated 8 days ago

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