Financial Services Cloud Developer Guide
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IndustriesSettings
Represents settings for Financial Services Cloud.This type extends the Metadata metadata type and inherits its
fullName field.
File Suffix and Directory Location
In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for details.
IndustriesSettings are stored in a single file named Industries.settings in the settings directory.
Version
Industries settings are available in API version 47.0 and later.
Special Access Rules
Users need the Health Cloud permissions to access the settings available in editions with Health Cloud.
Fields for Financial Services Cloud
| Field Name | Field Type | Description |
|---|---|---|
| allowMultipleProducersToWorkOnSamePolicy | boolean | Indicates whether multiple producers can be assigned to the same insurance policy. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| createCustomerPropertyFromLAProperty | boolean | When importing loan application data, indicates whether to create a customer property record from a loan application property record to represent the new home. |
| createFinancialAccountFromLAAsset | boolean | When importing loan application data, indicates whether to create financial account records from the assets listed in the loan application. |
| createFinancialAccountFromLALiability | boolean | When importing loan application data, indicates whether to create financial account records from the liabilities listed in the loan application. |
| createFinancialAccountsFromLAFinancials | boolean | When importing loan application data, indicates whether to create a financial account record that represents the mortgage loan. |
| createFinancialAccountsFromLAProperty | boolean | When importing loan application data, indicates whether to create a financial account record from the loan application property to represent the new home. |
| createFSCAssetFromLAAsset | boolean | When importing loan application data, indicates whether to create asset records from the assets listed in the loan application. |
| createFSCAssetFromLAProperty | boolean | When importing loan application data, indicates whether to create an asset record from a loan application property record to represent the new home that was acquired. |
| createFSCLiabilityFromLAFinancial | boolean | When importing loan application data, indicates whether to create a liability record from a loan application property record to represent the new mortgage loan. |
| createFSCLiabilityFromLALiability | boolean | When importing loan application data, indicates whether to create liability records from the liabilities listed in the loan application. |
| enableAccessToMasterListOfCoverageTypes | boolean | Indicates whether insurance agents can access the main list of coverage types. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableCompliantDataSharingForAccount | boolean | Indicates whether the Compliant Data Sharing feature is enabled for the Account object. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableDealManagement | boolean | Indicates whether the Financial Deal Management feature is enabled. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableEinsteinDocReaderMappings | boolean | Indicates whether the Intelligent Form Reader Mappings feature is enabled. The default is false. |
| enableEinsteinDocReaderEnabled | boolean | Indicates whether the Intelligent Form Reader feature is enabled. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableFSCInsuranceReport | boolean | Indicates whether sales managers can access the dashboard and prebuilt reports. The default is false. This field is available in API version 48.0 and later in editions where Financial Services Cloud is enabled. |
| enableInteractionSummaryPref | boolean | Indicates whether the Interaction Summary setting is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableInteractionSummaryRoleHierarchy | boolean | Indicates whether the Role-Hierarchy-Based Sharing for Interaction Summaries is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableManyToManyRelationships | boolean | Indicates whether insurance can manage many-to-many relationships between claims and cases, claims and assets, and assets and policy participants. For example, if set to true, agents can handle multiple claims through one case or have multiple cases handling one claim. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableMortgageRlaTotalsOrgPref | boolean | Indicates whether the calculation of assets and liabilities for residential loan application records is enabled for your org (true) or not (false). The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableRBLUsingCalcService | boolean | Indicates whether Roll-by-Lookup (RBL) Using Calc Service is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableRecordRollup | boolean | Indicates whether Record Rollup Optimization is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| enableReferralScoring | boolean | Indicates whether Einstein Referral Scoring for Financial Services Cloud is enabled for your org (true) or not (false). The default is false. This field is available in editions where Financial Services Cloud is enabled. |
| loanApplicantAddressAutoCreation | boolean | Indicates whether automatic generation of loan applicant records for new residential loan applications that are associated with person accounts is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. Available in API version 51.0 and later. |
| loanApplicantAutoCreation | boolean | Indicates whether automatic generation of loan applicant address records for new residential loan applications that are associated with person accounts is enabled for your org. The default is false. This field is available in editions where Financial Services Cloud is enabled. Available in API version 51.0 and later. |
| transformRBLtoDPE | boolean | Indicates whether you can convert RBL rules into Data Processing Engine definitions for faster calculations. The default is false. |
Declarative Metadata Sample Definition
The following is an example of a Industries.Settings metadata file.
1<?xml version="1.0" encoding="UTF-8"?>
2<IndustriesSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3 <allowMultipleProducersToWorkOnSamePolicy>true</allowMultipleProducersToWorkOnSamePolicy>
4 <enableAccessToMasterListOfCoverageTypes>false</enableAccessToMasterListOfCoverageTypes>
5 <enableBlockResourceAvailabilityOrgPref>true</enableBlockResourceAvailabilityOrgPref>
6 <enableCompliantDataSharingForAccount>true</enableCompliantDataSharingForAccount>
7 <enableEinsteinDocReader>true</enableEinsteinDocReader>
8 <enableEventManagementOrgPref>true</enableEventManagementOrgPref>
9 <enableFSCInsuranceReport>false</enableFSCInsuranceReport>
10 <enableInteractionSummaryPref>true</enableInteractionSummaryPref>
11 <enableInteractionSummaryRoleHierarchy>true</enableInteractionSummaryRoleHierarchy>
12 <enableManyToManyRelationships>true</enableManyToManyRelationships>
13 <enableMortgageRlaTotalsOrgPref>true</enableMortgageRlaTotalsOrgPref>
14 <enableMultiResourceOrgPref>true</enableMultiResourceOrgPref>
15 <enableOverbookingOrgPref>true</enableOverbookingOrgPref>
16 <enableRBLUsingCalcService>true</enableRBLUsingCalcService>
17 <enableRecordRollup>true</enableRecordRollup>
18 <enableReferralScoring>true</enableReferralScoring>
19 <loanApplicantAddressAutoCreation>true</loanApplicantAddressAutoCreation>
20 <loanApplicantAutoCreation>true</loanApplicantAutoCreation>
21</IndustriesSettings>The following is an example package.xml that references the previous definition.
1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3 <types>
4 <members>Industries</members>
5 <name>Settings</name>
6 </types>
7 <version>47.0</version>
8</Package>