Skip to main content

I'm interested in wealth management and financial planning use cases for FinServ__LifeEvent__c using Financial Services Cloud.  FinServ__LifeEvent__c is a Custom Object in the FSC package to track a client's life events, such as a birth, graduating college, or marriage. Are there any admin setup guides, user tutorials, trailhead mixes, or best practice discussions?   

FinServ__LifeEvent__c is available as an Account related list and seems designed as part of Financial Goals.

Labeled as "Life Event" below, this custom object is Account-centric, but does not seem to aggregate or roll up to Households in the FSC data model (e.g. in the same way Financial Goals or Assets & Liabilities do). There is another --possibly redundant- object: the "Person Life Event" sObject which is Contact-centric, and still may not work well in the FSC model (it's not connected to Financial Goals, also does not roll up to Household Accounts, and may not be an option in LEX unless the org uses Person Accounts).

 

I'm interested in wealth management and financial planning use cases for FinServ__LifeEvent__c using Financial Services Cloud.

 

Is the FSC team working on any use cases, or setup guides that distinguish best practices for deploying and using FinServ__LifeEvent__c in wealth management or financial planning? Are the Custom and sObject designed to work together in the FSC data model? Will we see UX enhancements and Household compatibility for FinServ__LifeEvent__c in the future?

 

The single-list view aesthetics for FinServ__LifeEvent__c are pretty bare in LEX, and this seems like an opportunity for the FSC team to visualize a literal timeline of life events (like the sObject timeline below). 

 

LifeEvent.jpg

 

The sObject UX seems well thought out and visually appealing, but -again- does not seems like a great fit for the FSC data model as it displays as "Business Milestones" on Individual Account records (which may be more confusing than helpful to users).

personlifeevents.png

3 comments
0/9000