---
schema_version: "1"
id: 8f9c2cfcb71b0176d151db876062349842931a68eb142aba3a97a8f87a3a532d
title: New and Changed Financial Services Objects
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_new_and_changed_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_new_and_changed_objects.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c8cd928327c26ced2b4d9746c69251d2ab6f8c71ca5e5a6835092c53670470f3
description: Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.
products:
  - Cross Cloud
release: "262"
---
# New and Changed Financial Services Objects

Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.

## Flexible Hierarchies

Store rollup data for a hierarchy node, including direct, child, and total aggregate values

Use the new FlexHierNodeSummary object.

Store an execution instance of a hierarchy validation job that includes validation requests for one or more hierarchies

Use the new FlexHierVldJobRun object.

Store the execution status and results for a specific hierarchy processed in a validation job

Use the new FlexHierVldJobRunItm object.

## Digital Lending

Store customer's sources of funding information for a financial account being originated

Use the new PartyFundSource object.

Store the version of the onboarding data object group for document extraction

Use the new OnboardingDataObjGrpVer field on the existing DocumentExtractionRequest object.

## Meeting Concierge

Represents a meeting playbook definition. Specifies the structure and sequence of stages used to create meeting playbooks

Use the new Meeting Playbook Definition object.

Represents a stage in a meeting playbook definition. Defines the stage position, action, and prompts available at the stage

Use the new Meeting Playbook Definition Stage object.

Represents a meeting playbook created from a meeting playbook definition. Specifies the sequence of stages and drives execution for the meeting

Use the new Meeting Playbook object.

Represents a stage in a meeting playbook, created from a meeting playbook definition stage. Defines the stage position, action, and prompts available at the stage

Use the new Meeting Playbook Stage object.

Represents a document attached to a meeting playbook. It stores meeting-specific details, such as applicable stages and an AI-generated summary

Use the new Meeting Playbook Stage Content Document object.

Stores AI-generated or user-authored rich text notes for each meeting stage

Use the new Meeting Playbook Stage Text object.

Represents a link between an action and a meeting playbook definition stage

Use the new Meeting Playbook Definition Stage Capability object.

Represents the execution of an action for a meeting playbook stage

Use the new Meeting Playbook Stage Capability object.

Represents the meeting playbook definitions available for users based on the permission sets assigned to the user

Use the new Meeting Playbook Definition Permission Set object.

#### See Also

- [_Salesforce Developer Guide:_ Flexible Hierarchy Node Summary](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_flexhiernodesummary.htm)
- [_Salesforce Developer Guide:_ Flexible Hierarchy Validation Job Run](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_flexhiervldjobrun.htm)
- [_Salesforce Developer Guide:_ Flexible Hierarchy Validation Job Run Item](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_flexhiervldjobrunitem.htm)