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Known Issues · Financial Services Cloud

"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 15 ·Updated Yesterday

[FSC] AccountContactRelation update fails silently if child records hit Validation Rule exception

Financial Services Cloud

ACR updates triggering household rollup can silently fail if the child record has validation rules preventing record update for setting Household__c. When this occurs, all child rollup records are impacted due to the allOrNone setting within FinServ. Issue only happens when using package rollup tr...

In Review ·Reported By 0 ·Updated 2 days ago

Cannot create quick action with Target Object 'Insurance Policy'

Financial Services Cloud

Unable to create an 'Update a Record' or 'Create a Record' action against the FSC object 'Insurance Policy' Error: Invalid Data. Review all error messages below to correct your data.

In Review ·Reported By 20 ·Updated 5 days ago

Error when adding multiple CCRs to a Household at once

Financial Services Cloud

Users will see the following error when adding multiple Contact-Contact Relationship (CCR) records at once: Only person accounts can be added as members of a household.

In Review ·Reported By 2 ·Updated 5 days ago

Deleting Financial Account Record that is associated to an inactive Financial Account Role results in Exception

Financial Services Cloud

When you try to delete a Financial Account Record that is associated with an expired(in-active) Financial Account Role and running into a validation rule that restricts deletion because of the inactive financial account

In Review ·Reported By 4 ·Updated 11 days ago

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

Financial Services Cloud

'id value of incorrect type' error when creating an Action Plan for Opportunity through Process/Flow or Trigger

In Review ·Reported By 25 ·Updated 16 days ago

Standard FSC Summary view component sometimes shows duplicate loan application income record

Financial Services Cloud

Standard FSC Summary view component intermittently shows duplicate loan application income record

In Review ·Reported By 2 ·Updated 16 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 72 ·Updated 23 days ago

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 7 ·Updated 23 days ago

Gantt & Map - FSL Polygon - Performance Issue

Financial Services Cloud

Inconsistent behaviour with Polygons on Gantt Chart. At times, polygon's are not displayed on the Gantt Chart. Whereas, the remaining times, the Polygons are being loaded roughly after 20 seconds. This appears to happen when there is a high number of reports (i.e 130) in the 'Field Service Reports'...

No Fix ·Reported By 1 ·Updated 26 days ago

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