#Intelligent Referrals1 personne en discute

Hi everyone,  

I'm setting up Intelligent Referral Management in Financial Services Cloud for a demo. 

I've created a Referral Intake Configuration successfully and I'm now creating a New Assignment Rule. However, under Configure → Rule Criteria, the Object dropdown is completely empty. I can't select Referral, Account, PartyProfile, or any other object. 

I checked the ReferralDefaultContextDefinition under Context Definitions. It is Active, and its Structure contains: 

•  Referral 
•  PartyProfile 
•  Account 

The description also states that it exposes these objects for Referral assignment rules.

For permissions, my user already has both:

• Context Service Admin
• Referral Management Admin assigned.       
          
  Has anyone encountered this issue where the
  Object dropdown in New Referral Assignment Rule window is completely empty?       
          
  Is there any additional
  permission, feature setting, context configuration, or prerequisite required for the objects to appear in the assignment-rule criteria builder?       
          
  I'm using the pre-release FSC trail org.       
          
  Any guidance would be appreciated. Thanks!       
   

@* Financial Services Cloud *

#Financial Services Cloud  #Intelligent Referrals