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Shannon

client-review — process narrative

Client Review Meeting

Section titled “Client Review Meeting”

16 Flow(s) · 1 Task creation(s) · 1 Apex class(es) · 1 trigger(s) on related SObjects.

Annual / mid-year client review cycle — scheduling, preparation, meeting, follow-up tasks.

Focus SObjects: Event, Task, Business_Process__c

Flows involved

Section titled “Flows involved”
FlowTriggerCreates TasksUpdates Objects
FactFind - Section - Preparing for Your ReviewFlow——
Paraplanning: Update Case Date when Review Date ChangesEvent (Update)—Case
Paraplanning: When reviewer assigned update review taskCase (Update)—Task
Update Digital Fact Find Review FlagBusiness_Process__c (Create)——
Update Next Review Event Meeting Date On HHEvent (CreateAndUpdate)—Account
WM SF Account AF Review Business Process 60 Days ReminderAutoLaunchedFlowFollow up Client for Review Meeting Booking—
WM SF Account AF Review Business Process 65 Days ReminderAutoLaunchedFlowSetTaskSubject—
WM_MF_Event_AFI_ClientReviewMeeting_Related_Tasks_CreationEvent (CreateAndUpdate)——
WM_SF_Account_SHF_Review_Business_Process_and_Meeting_RequestAutoLaunchedFlowSetTaskSubjectsumoapp__Invite__c, Business_Process__c
WM_SF_BusinessProcess_AFI_Create_Set up Review Meeting and Send EmailAutoLaunchedFlow——
WM_SF_Event_AFI_Pre_Or_Post_ReviewMeeting_Task_CreationAutoLaunchedFlow——
WM_SF_Task_AFU_Create Complete Blue review checklist taskAutoLaunchedFlow——
WM_SF_Task_AFU_Create Complete Mid-Year Meeting File Note TaskAutoLaunchedFlow——
WM_SF_Task_AFU_Create Review Implementation taskAutoLaunchedFlow——
WM_SF_Task_AFU_Update Business Process record to Completed in Review ProcessAutoLaunchedFlow—Business_Process__c
WM_SHF_Account_Automated Review Process InitiatorAccount——

Tasks created by this process

Section titled “Tasks created by this process”
Task SubjectCreated By
Follow up Client for Review Meeting BookingWM SF Account AF Review Business Process 60 Days Reminder

Apex classes matching this process

Section titled “Apex classes matching this process”
Class Name
WealthMgmt_ReviewReminderDateCategory

Apex triggers on focus SObjects

Section titled “Apex triggers on focus SObjects”
TriggerOn SObject
PWGTaskTriggerTask

End-to-end storyboard (Mermaid)

Section titled “End-to-end storyboard (Mermaid)”

Notes & caveats

Section titled “Notes & caveats”

This narrative is assembled heuristically from the process registry patterns. It will pick up most of the process but may miss Flows/Tasks/Apex that don’t match the naming conventions. Dig into the individual Flow/trigger docs for the authoritative view.