SecurFinancial - Advanced

6 min

GOAL

This will help you to create custom fsi project for your demo. You can create new fsi web and mobile projects, the dedicated fsi data structure in Adobe Experience Platform, Data Collection properties, Call Center projects, data import, and computed attributes on your selected environment.

Go to Quick Setup in Dem System Next, select the environment and select preset "SecurFinancial - Advanced"

Under the hood, this preset will install the following:

Core AEP

Variants:

Core: Core classes, data types, field groups and 2 schemas and datasets: website experience events and profiles
Core - Update: New field groups and userId identity to be used with Call Center Schemas
Core Mobile: Schemas and datasets related to mobile app: experience events and profiles
CRM: Additional schemas for CRM profiles and experience events
Customer Experience App: Additional schemas for Customer Experience App profiles and experience events
Call Center: Additional schemas for call center experience events
Partner: Additional schemas for partner data
FSI: Data types and field groups related to accounts, ATM-s, mortgage applications, appointments etc.

Schemas Installed:

Datasets Installed:

Audiences installed:

Data Import

Enriched demo profile(s) (industry specific Golden Profile) will be created with profile email identity starting with requestor email address. For example [email protected] (format: <ldap>+<vertical>_<dd>_<mm>-<n>@adobetest.com). Setup summary will show the profile identity after successful installation.

Projects

FSI -> Web: It will create a FSI website

FSI -> Mobile: It will create DX Demo mobile app for the FSI variant

Data Collection (Launch)

FSI -> Web: It will create a fsi website data collection property which includes rules, and data elements for the securFinancial project type. Web property that sends experience events using Experience Edge SDK.

FSI -> Mobile: It will create DX Demo mobile app for the fsi variant which includes rules, and data elements for the securFinancial project type.