'discovery-framework' 검색 결과

Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration configuration, compliance data collection, audit trail setup, regulatory documentation workflow, Field Audit Trail configuration, Setup Audit Trail, Event Monitoring, Discovery Framework, FSC KYC objects, Identity Document setup, Party Identity Verification. NOT for security implementation, NOT for designing AML/KYC architecture (use architect/aml-kyc-process-architecture), NOT for configuring who can access deal or client data (use admin/compliant-data-sharing-setup).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.