---
schema_version: "1"
id: 3669d87e50da21b56c21870f09b0f1bd68a009f15e713d614f9942af99b28e34
title: Financial Services | FinServ Package Summarize Financial Details (FSC Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_fsc_finserv_package_summarize_financial_details.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_finserv_package_summarize_financial_details.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 74561876bc828fa0b21046068fb000e05f522a7c827e321dcaea38f7d9383e21
description: The Summarize Financial Details action provides wealth advisors with a real-time summary of a household and person account’s financial profile within Salesforce Financial Services Cloud.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | FinServ Package Summarize Financial Details (FSC Managed Package)

The Summarize Financial Details action provides wealth advisors with a real-time summary of a household and person account’s financial profile within Salesforce Financial Services Cloud.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d223049e72">Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">To use Financial Services Cloud:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">
              <p>Financial Services Cloud Extension</p>
              <p>OR</p>
              <p>FSC Foundation</p>
              <p>OR</p>
              <p>FSC
                Sales</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">FSC Service</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">To use FinServ Package Financial Advisor Assistance:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">
              <p>Einstein for Financial Services user permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Financial Advisor
                Assistance setting</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">To use Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">Agent Platform Builder permission set</td>

          </tr>
          <tr class="">
            <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">To run Prompt Templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d223049e72 ">Execute Prompt Templates user permission</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d223049e72 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
                Actions</a>.</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)

Note This is a Financial Services Cloud managed package feature.

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">FinServPkgSummarizeFinancialAccountDetails</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">FinServ Package Summarize Financial Details</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.fsc_agent_finserv_fin_advisor_asst_overview.htm&amp;language=en_US" target="_blank">FinServ Package Financial Advisor Assistance</a></td></tr></tbody></table>