What access should I provision to display the fields like total investment, insurance etc.in Financial Summary section ?@Sharon Liao
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Is your question about how to grant field access? https://help.salesforce.com/articleView?id=users_profiles_fls.htm&type=5 I'd also suggest to explore Dynamic Forms to customize your page layout and record details
https://help.salesforce.com/articleView?id=dynamic_forms_overview.htm&type=5
