MuleSoft Accelerator for Financial Services

This page provides some basic information for those upgrading to newer releases of the MuleSoft Accelerator for Financial Services.

Upgrading from Release 1.1 to Release 1.2

This release introduced some significant changes from earlier releases. As a result, all assets from both use cases have been republished to ensure proper interaction between the components.

Change summary

Here is a summary of changes introduced in this release, which would impact existing installations:

• Replacement of FIS integration with a generic database-backed Core Banking System
• Addition of a generic database-backed Credit Card System
• Separation of MDM functions between Customers and financial Accounts
• New versions of the Salesforce Lightning Web Components used by the solution
• Additional Salesforce Financial Services Cloud customization and configuration requirements
• Introduction of full two-way synchronization of customer and financial account information

Upgrade steps

The following steps should be performed when upgrading existing installations to this release:

1. Apply the latest configuration changes to your Salesforce Financial Services Cloud instance as documented in the customization guide
2. Redeploy the new versions of the LWC components
3. Create a new database schema for the Core Banking System
4. Apply the schema creation scripts found in the two Core Banking System API implementation projects
5. Create a new database schema for the Credit Card System
6. Apply the schema creation script found in the Credit Card System API implementation project
7. Undeploy the existing MDM and FIS System APIs
8. Execute the Anypoint-MQ-Configuration Postman collection in the fins-common-resources project to create required MQ destinations
9. Deploy/redeploy all implementation assets required for both use cases

Verification steps

The following tests can be done to ensure proper deployment of all components for the core banking foundation and customer onboarding use cases:

• Create a new customer in Salesforce FSC, ensure it is replicated to Core Banking and MDM
• Update the same customer in FSC, ensure the update is reflected in Core Banking and MDM
• Repeat these tests for financial accounts, transactions, and cards in FSC
• Repeat the above steps for customers, accounts, transactions, and cards in Core Banking
• Walk through the Loan Origination scenario and ensure customer and loan account are properly created in FSC, Core Banking, and MDM