---
schema_version: "1"
id: ab9079a47b02d96620426dc68b643f9ed90177bb1dcaf815c8d5b67aa1ab6cfd
title: Identify the Sources in Client Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_client_summary_citations.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_client_summary_citations.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b3699330b9744d9c4477f2d77923a0c622c958030fd3fccaec695db80166def
description: The Client Summary component now includes citations so that advisors can see the sources that informed the AI-generated response. Inline superscript numbers connect the content to two sections. Cited sources lists the resources used directly in the generated content and references are related to the generated content, but not used directly. Each source in the list shows the source type. For household records, each source also shows the related household member so that advisors can locate more details.
products:
  - Cross Cloud
release: "262"
---
# Identify the Sources in Client Summary

The Client Summary component now includes citations so that advisors can see the sources that informed the AI-generated response. Inline superscript numbers connect the content to two sections. Cited sources lists the resources used directly in the generated content and references are related to the generated content, but not used directly. Each source in the list shows the source type. For household records, each source also shows the related household member so that advisors can locate more details.

**Where:** This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).

**When:** Meeting Concierge enhancements are available on a rolling basis starting Aug 18, 2026.

**Why:** The Client Summary aggregates content from many sources to generate a pre-meeting briefing. With citations, advisors can trace the AI-generated content back to those sources, so that they can verify details and know exactly where to look if they need more information before a meeting.

#### See Also

- [_Salesforce Help:_ View and Explore a Meeting Concierge Playbook](https://help.salesforce.com/s/articleView?id=ind.fsc_meeting_concierge_navigate.htm&language=en_US)