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.
enableCalculationUsingParentPolicyOnly	boolean	Indicates whether the policy premiums are calculated by using only the parent policy's premium (`true`) or not (`false`). Use this for hierarchical policies where premiums are stored at different levels. The default value is `false`.
enableClaimMgmt	boolean	Indicates whether the recording and processing of the first loss notifications and managing claim participants, coverages, and settlements are enabled (`true`) or not (`false`).The default value is `false`.
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.
enableCompliantDataSharingForCustomObjects	boolean	Indicates whether the Compliant Data Sharing feature is enabled for custom objects (`true`) or not (`false`). The default value is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableCompliantDataSharingForOpportunity	boolean	Indicates whether the Compliant Data Sharing feature is enabled for the Opportunity object (`true`) or not (`false`). The default value 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.
enableDiscoveryFrameworkMetadata	boolean	Indicates whether the Assessment Question and Assessment Question Set features of the Discovery Framework Metadata are enabled (`true`) or not (`false`). The default value is `false`.
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.
enableEnhancedQuestionCreation	boolean	Indicates whether the Enhanced Question Creation Experience feature of the Discovery Framework is enabled `true`) or not (`false`). The default value is `false`.
enableFinancialAccountMgmt	boolean	Indicates whether the Financial Account Management Standard Objects setting is enabled for your org. The default is `false`. This field is available in editions where Financial Services Cloud is enabled.
enableFinancialDealRoleHierarchy	boolean	Indicates whether data sharing for the financial deals is configured to follow the role-based hierarchy (`true`) or not (`false`). The default value is `false`.
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. This setting can be enabled only if the allowMultipleProducersToWorkOnSamePolicy setting is already set to `true`. Note
enableIndustriesAssessment	boolean	Indicates whether the Industries Assessment feature of the Discovery Framework is enabled `true`) or not (`false`). The default value is `false`.
enableIndustriesKYC	boolean	Indicates whether the Industries KYC (Know Your Customer) is enabled `true`) or not (`false`). The default value is `false`.
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.
enablePolicyAdministration	boolean	Indicates whether the data model related to policy administrator is enabled `true`) or not (`false`). If this option is enabled, entities such as transactions and transaction details are available within the policy admin data model. The default value is `false`.
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.
enableSlackForCib	boolean	Indicates whether the access to Financial Services Cloud capabilities on Slack is enabled (`true`) or not (`false`). The default value is `false`.
enableSyncInteractionsPref	boolean	Indicates whether the Sync Interactions with Einstein Activity Capture setting is enabled (`true`) or not (`false`). The default value is `false`.
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.
rlaEditIfAccHasEdit	boolean	Indicates whether a user can edit a residential loan application only if they have edit access on the account (`true`) or not (`false`). The default value is `false`.
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>