SecurFinancial - Basic

4 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 on your selected environment.

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

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
Customer Experience App: Additional schemas for Customer Experience App profiles and experience events
Partner: Additional schemas for partner data
FSI: Data types and field groups related to accounts, ATM-s, mortgage applications, appointments etc.

Projects

FSI -> Web: It will create a retail website

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

Data Collection (Launch)

FSI -> Web: All rules, data elements to be used with new SecurFinancial project type

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