The following metadata types are used with Financial Services Cloud.
The following list links to Metadata API types used with Financial Services Cloud. Some of these types are documented in the Metadata API Developer Guide.
Represents the rule that determines which object records are shared, how they are shared, the account relationship type that shares the records, and the level of access granted to the records.
Represents the container object that stores the questions required for an assessment.
Represents the container object for Assessment Questions.
Represents the configuration settings for Insurance Claim Financial Services.
Represents an org’s DocumentChecklistItem settings.
Flow for Financial Services Cloud
Represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens to query and update records in the database. You can also execute logic and provide branching capability based on user input to build dynamic applications.
Represents the mapping of custom icons to objects. This type extends the Metadata metadata type and inherits its fullName field.
Represents settings for Financial Services Cloud. This type extends the Metadata metadata type and inherits its fullName field.
Represents a meeting playbook definition that organizes stages, capabilities, and permission-set mappings for guided meeting workflows.
Represents an OmniScript for the Discovery Framework, which guides users through sales, service, and other business processes. For Discovery Framework, the customization type is discoveryframework.
Represents details, such as the name and associated default access level, for a role that a participant can have in the context of a parent record.
Represents criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.
Represents a definition of a graph that you can configure in your organization to traverse object hierarchies and record details, giving you a glimpse of how your business works.
Represents a metadata type that stores the header information of a retrieval definition. It enables the configuration of data retrieval patterns for summarizing related records across object relationships.
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