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            Configure Stipulations for Vehicle Loans and Leases

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            Configure Stipulations for Vehicle Loans and Leases

            Create Term records to represent a repository of stipulations that underwriters can add to loan and lease applications. A stipulation is a condition that improves the eligibility for a loan or lease. Typical examples include adding a co-applicant, providing additional proof of employment or income, or increasing the credit score. When an underwriter at a captive finance or banking organization creates a proposal for an application form product, they can add multiple terms to the proposal as stipulations.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create terms: Vehicle and Asset Lending permission set

            Set up values for the Type and Subtype picklist fields on the Term object.

            1. From the App Launcher, find and select Terms.
            2. Click New.
            3. Enter a name and a detailed description.
            4. Select a type. For example, Additional Details.
            5. Select a subtype, if applicable. For example, Identity Proof Requirements.
            6. Select the period for which the term is effective.
            7. To make the term available for selection, select the Active checkbox.
            8. Save your changes.
            9. Repeat the steps to create other stipulations.
            10. Create term related objects to associate these terms to your financial products.
              1. From the App Launcher, find and select Term Related Objects.
              2. Click New.
              3. For Reference Object, select Product, and search for and select a financial product. For example, Automotive Lease.
              4. Select the associated term record created in steps 1 to 8.
              5. Select the period for which the term is effective.
              6. Select Active.
              7. Save your changes.
              8. Repeat the steps to create term related object records for the other stipulations.
             
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