Getting started with configurations for the financial services solutions
After deploying Microsoft Cloud for Financial Services solutions, you can configure more capabilities to enhance your solutions. You're prompted to configure these capabilities after the successful deployment of your selected financial services solutions in the Microsoft Cloud Solution Center.
Note
For any additional services that you configure, check their compliance. Learn more at Compliance in Microsoft Cloud for Financial Services and ensure you use services that match your requirements.
You need to configure the following items for each solution:
| Solution | Configuration |
|---|---|
| Customer onboarding - Loan onboarding | Configure business process flow for loan tracking Define required documents for Loan applications Configure the Loan onboarding sample portal |
| Customer onboarding - Onboarding essentials | Onboarding essentials |
| Building blocks - cross solutions | Configure snapshot Configure life events Configure financial holdings categories Embed segments and churn model to an app Document intelligence overview |
| Intelligent appointments | Configure intelligent appointments |
Note
You can complete some of these configurations on the Administrative settings page for Microsoft Cloud for Financial Services.
See also
Deploy Microsoft Cloud for Financial Services What is Microsoft Cloud for Financial Services?