---
schema_version: "1"
id: c078c5ca6e4c8beca0c48017b6de844c466e4f64de74a929a726aae5dd07fdc8
title: Configure Fields to Store Business Applicant Information
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_business_client_engagement_configure_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_business_client_engagement_configure_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ccda298ac6e19cb118f82956dd7694f420ab55fe59b701cfa3e8513791bb0c33
description: Add fields to Applicant, Account Account Relationship, Account Contact Relationship, and Party Profile objects to help your relationship managers capture details, such as business applicant information, ownership and shareholding details, and overall corporate hierarchy associated with the business entity.
products:
  - Financial Services
release: "264"
---
# Configure Fields to Store Business Applicant Information

Add fields to Applicant, Account Account Relationship, Account Contact Relationship, and Party Profile objects to help your relationship managers capture details, such as business applicant information, ownership and shareholding details, and overall corporate hierarchy associated with the business entity.

### 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 in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions that have <span>Agentforce Financial Services</span> enabled</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="d61928e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e63 ">To enable Business Client Engagement: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e63 ">
              <p>Financial Services Cloud Extension OR FSC Sales</p>
              <p>AND</p>
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Business Client Engagement</p>
            </td>

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

1. From Setup, in the Quick Find box, enter Object Manager, and then select **Object Manager**.
2. In the Quick Find box, enter Applicant, and then select **Applicant**.
3. Click **Page Layouts**, and then select **Applicant Layout**.
4. On the palette, select **Fields**.
5. Drag these fields from the object palette to the Applicant Detail section.
    - Business Entity Name
    - Business Entity Primary Contact
    - Business Entity Type
6. Save your changes.
7. Similarly, configure fields for the relevant page layouts for the Account Account Relationship, Account Contact Relationship, and Party Profile objects.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:60.317460317460316%">
              <col style="width:39.682539682539684%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61928e189">Object</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61928e192">Fields</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e189 ">Applicant</td>

                <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e192 ">
                  <ul>
                    <li>Business Entity Name</li>

                    <li>Business Entity Primary Contact</li>

                    <li>Business Entity Type</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e189 ">Account Account Relation</td>

                <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e192 ">
                  <ul>
                    <li>Declaration Type</li>

                    <li>Shareholder</li>

                    <li>Shareholder Type</li>

                    <li>Shareholder Hierarchy Role</li>

                    <li>Shareholder Hierarchy Level</li>

                    <li>Total Share Percent</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e189 ">Account Contact Relation</td>

                <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e192 ">
                  <ul>
                    <li>Decision-Making Authority</li>

                    <li>Decision-Making Authority Type</li>

                    <li>Declaration Type</li>

                    <li>Shareholder</li>

                    <li>Shareholder Hierarchy Level</li>

                    <li>Shareholder Hierarchy Role</li>

                    <li>Shareholder Type</li>

                    <li>Total Share Percent</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e189 ">Party Profile</td>

                <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d61928e192 ">
                  <ul>
                    <li>BE Listed on Stock Exchange</li>

                    <li>Business Entity Country of Incorporation</li>

                    <li>Business Entity Country of Registration</li>

                    <li>Business Entity Incorporation Date</li>

                    <li>Business Entity Incorporation Number</li>

                    <li>Business Entity Name</li>

                    <li>Business Entity Previous Names</li>

                    <li>Business Entity Registration Date</li>

                    <li>Business Entity Registration Number</li>

                    <li>Business Entity Trade Name</li>

                    <li>Business Entity Type</li>

                    <li>Business License Issuing Authority Name</li>

                    <li>Industry</li>

                    <li>Industry Classification Code</li>

                    <li>Legal Entity Identifier</li>

                    <li>Stock Exchange Name</li>

                    <li>Type</li>

                  </ul>
                </td>

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