fact-find — process narrative
Fact Find
Section titled “Fact Find”32 Flow(s) · 0 Task creation(s) · 18 Apex class(es) · 0 trigger(s) on related SObjects.
Client fact-find capture — from initiation through client completion, token management, advisor notification, and submission.
Focus SObjects: Fact_Find_Submission__c, Fact_Find_Snapshot__c, Fact_Find_Change__c
Flows involved
Section titled “Flows involved”Tasks created by this process
Section titled “Tasks created by this process”None matched.
Apex classes matching this process
Section titled “Apex classes matching this process”| Class Name |
|---|
FF_ChangeApprovalService |
FF_ChangeApprovalServiceTest |
FF_ChangeDetectionService |
FF_ChangeDetectionServiceTest |
FF_DocumentRoutingService |
FF_DocumentRoutingServiceTest |
FF_GuestSessionService |
FF_GuestSessionServiceTest |
FF_PdfGenerationService |
FF_PdfGenerationServiceTest |
FF_PrePopulationService |
FF_PrePopulationServiceTest |
FF_ReminderService |
FF_ReminderServiceTest |
FF_SectionConfigService |
FF_SectionConfigServiceTest |
FF_TokenService |
FF_TokenServiceTest |
Apex triggers on focus SObjects
Section titled “Apex triggers on focus SObjects”None (or all are in managed packages).
End-to-end storyboard (Mermaid)
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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.