Release Notes
v1.8
21 March 2023
This use case introduces the Salesforce org sync, which enables syncing customer profile data between Salesforce Sales Cloud, Salesforce Service Cloud and Financial Services Cloud.
Since many Salesforce customers opt to implement a multi-org solution for their Salesforce instance, this means that Salesforce customers must also have an org migration strategy defined to support the sharing of data between orgs. Defining a migration org strategy is a complex activity, often requiring the assistance of a third party. This solution enables the actual movement of data between orgs, including the data objects - accounts and contacts - and the order of those objects.
From a technical perspective, this release introduces major changes to the way the synchronization of customer profiles is handled. Customers will now have the ability to sync multiple reference data providers by using the runtime properties, as well as onboard any reference data provider to the sync process without making any code changes. The result is a simplified set of data synchronization processes with support for plugging in different reference data providers, such as Salesforce.
In addition, this release introduces platform events to capture data changes in Salesforce. Scripts for platform event creation and triggers are also added.
v1.7
13 December 2022
Unlocking Jack Henry SilverLake core Use Case
This use case introduces the Jack Henry SilverLake core as the Core Banking system implementation, which allows customers to synchronize Salesforce Financial Services Cloud data with SilverLake.
From a technical perspective, this release introduces major changes to the way the synchronization of customer profiles and financial data is being handled - particularly with respect to the management of reference data. The net result is a simplified set of data synchronization processes with support for plugging in different reference data providers (for example, Salesforce) in a future release.
The generic database implementations were also migrated from a MySQL provider to MariaDB. This change makes it feasible to publish database-dependent assets to GovCloud without sacrificing support from AWS RDS.
Finally, although the net impact on API implementations is minimal, it is important to note that the custom FINS data models (provided via the FINS Common Library, FINS Banking Library, and FINS Insurance Library assets) have been consolidated within the existing CIM model by introducing two new libraries: the CIM Setup Library and the CIM FINS Extension Library. This moves us closer to having a consistent canonical model that is more closely aligned with the Salesforce Customer 360 Data Model.
v1.6
13 September 2022
v1.4
28 April 2022
Address change orchestration Use Case
Introduces the Address change orchestration use case. There are two extensions of this use case:
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Use case 4a - Address change orchestration: Insurance — Streamline downstream events that result from policyholder or carrier postal address adjustments. The address change orchestration use case for insurance delivers a solution for address confirmation, seamless policyholder data updates, and single home policy coverage assessments, resulting in faster policyholder premium updates.
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Use case 4b - Address change orchestration: Banking — Enhance your customer service teams’ upsell, cross-sell, and service opportunities that result from customer postal code address changes. The address change orchestration use case for banking supports faster address validation and increased customer service opportunities, including personalized products and offers.
v1.3
21 March 2022
Minor updates
A few assets were updated to correct minor issues, including:
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Database creation scripts
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Visualizer layer assignments
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Documentation updates
28 January 2022
Payments modernization Use Case
Introduces the Payments modernization use case, which accelerates the development of modern payment solutions for Financial Institutions. Banks and Credit Unions will be able to deliver a diverse payments landscape that can address multiple types of financial transactions and customer needs.
v1.2
16 November 2021
Core banking enhancements
This release includes the following enhancements:
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Added more information to both the customer accounts sync and customer onboarding use cases
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Added credit card functionality
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Added full two-way synchronization capabilities between customer accounts, transactions, and credit cards
See the Upgrade notes for more information.
v1.1
09 September 2021
Customer onboarding Use Case
Introduces the Customer onboarding - Banking use case, which allows leverages Salesforce Financial Services Cloud as the system of engagement, DocuSign as the document management system, and Equifax as the credit analysis system.
v1.0
27 July 2021
Initial release
This is the first release of the MuleSoft Accelerator for Financial Services.
This accelerator also introduces the Core banking foundation use case, which allows for the display of a customer’s financial summary from multiple systems. The customer and customer service representative (CSR) views are supported in this release.