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            Configure the Review Offer Flow in Vehicle and Asset Lending

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            Configure the Review Offer Flow in Vehicle and Asset Lending

            Create a flow from a predefined template that triggers an action item to share an offer for review with an application form product participant such as the customer, dealer, or underwriter. When an underwriter selects a proposal as final, they can use the screen flow embedded in the underwriter’s console to quickly assign an action item to a participant. The participant can be a dealer, another underwriter, or the customer who applied. The participant is notified by email when the proposal is shared by them and they can analyze it further and take a decision on the offer.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To access the flow templates for Digital Lending: Vehicle and Asset Lending permission set
            To run flows: Run Flows General User Permission

            The Digital Lending: Evaluate Review Offer Action Item orchestrator flow contains these flows. When you clone the parent flow, the child flows get cloned and ready for use automatically.

            • The Digital Lending: Assign Application Action Item flow is a screen flow that allows the underwriter to create and assign an application action item.
            • Digital Lending: Get Username flow is a autolaunched flow that gets the username of the participant selected by the underwriter.
            • The Digital Lending: Review Offer flow is a screen flow that retrieves the application form product proposal record details and displays it for the participant. The participant can use the Work Guide to approve or reject the offer.
            1. In Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Search for and select Digital Lending: Evaluate Review Offer Action Item.
            4. Save your changes and enter a unique orchestration label, such as Evaluate Review Offer Action Item for Vehicle Loans and Leases.
            5. Enter a unique orchestration API name.
            6. Save and activate the flow.
             
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