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            Clone a Context Definition for Vehicle and Asset Lending Proposals

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            Clone a Context Definition for Vehicle and Asset Lending Proposals

            When customers or agents use the intake guided flow to submit an application for a loan or a lease, they are shown the estimated monthly payment, interest rate, and repayment term based on the information they provide. Use the predefined LendingProductProposalContext definition and its context mapping in a pricing procedure that dynamically calculates the interest rate for a proposal. The context definition nodes represent the typical proposal attributes such as stage, term, interest rate, validity, and amount. The context mapping maps the attributes to the fields of the Application Form Product Proposal object which stores the proposal details.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To clone context definitions: Context Service Admin

            Digital Lending, Vehicle and Asset Lending, and Context Definitions must be turned on in your org.

            1. In Setup, in the quick find box, enter Context Definitions, and select Context Definitions.
            2. On the Standard Definitions tab, click Dropdown Menu for the LendingProductProposalContext record and click Clone.
            3. Enter the name ApplicationFormProductProposal and save your changes.
            4. Go to the Custom Definitions tab and find the cloned definition.
            5. On the Map Data tab, click Dropdown Menu, and click Edit SObject Mapping.
            6. Update the Mapping name from LendingProductProposalMapping to ApplicationFormProductProposal and click Map.
            7. Go back to the Context Definition tab and click Activate.

            You can extend the context definition and mapping to add more attributes as per your business requirements.

             
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