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            Set Up Product Configurator for Rehashing Loans or Leases

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            Set Up Product Configurator for Rehashing Loans or Leases

            Set up attributes and pricing procedures to rehash your loan or lease.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create attribute definitions: Product Catalog Management Designer permission set
            To create price impacting attributes:

            Salesforce Pricing Design Time

            OR

            Salesforce Pricing Run Time
            To clone context definitions: Context Service Admin
            To create a decision table: Rule Designer Admin
            To create a pricing procedure: Salesforce Pricing Design Time permission set

            Set up attributes and make them price impacting to enable their use in calculating new offers.

            Create Product Attributes and Attribute Picklists

            Create product attributes for the following attributes as done during Vehicle and Asset Lending self-intake setup.
            LoanTerm
            Field Value
            Name LoanTerm
            Label Loan Term
            API Name LoanTerm
            Data Type Picklist
            Picklist LoanTerm
            DownPayment
            Field Value
            Name DownPayment
            Label Down Payment
            API Name DownPayment
            Data Type Currency
            MSRP (Manufacturer's Suggested Retail Price)
            Field Value
            Name MSRP
            Label MSRP
            API Name MSRP
            Data Type Currency
            LoanAmount
            Field Value
            Name LoanAmount
            Label Loan Amount
            API Name LoanAmount
            Data Type Currency
            RequestedAmount
            Field Value
            Name RequestedAmount
            Label Requested Amount
            API Name RequestedAmount
            Data Type Currency

            Set Up Attribute Picklists

            Set up attribute picklist values as required.

            Create Product Classification Records

            Reuse the product classification records created for Vehicle and Asset Lending self-intake setup or create more and assign them the LoanTerm, DownPayment, MSRP (Manufacturer's Suggested Retail Price), and LoanAmount attributes as required. Follow the steps in Create Product Classifications for Vehicle and Asset Lending.

            Configure Attributes as Price Impacting

            1. From the App Launcher select Product Catalog Management, and then click Product Classifications.
            2. Open your product classification record and go to the attributes tab.
            3. Click on the LoanTerm attribute, and click Edit.
            4. Select Is Price Impacting.
            5. Save your changes.
            6. Repeat step 1 to 5 for the DownPayment, LoanAmount, and MSRP as well.

            Clone and Configure the Context Definition

            1. In Setup, in the quick find box, enter Context Definitions, and select Context Definitions.
            2. On the Standard Definitions tab, for the AssetLendingRehashingContext record, click Clone from the drop-down menu.
            3. Enter a name with the prefix AssetLending 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 to LendingProductConfigMapping 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.

            Create a Decision Table

            1. Create a decision table if not already done during Vehicle and Asset Lending self-intake setup, and map it to the NGPDefaultRecipe pricing recipe. See Create a Decision Table for Vehicle and Asset Lending Proposals and step 1 of Create a Pricing Procedure for Vehicle and Asset Lending.
              Make sure your lending products have list rates for each product. See Add Product List Rates for Vehicle and Asset Lending.
            2. Create a decision table that uses the product and term values as input and provides the interest type and interest rate as output values. See Create a Term-Based Adjustment Decision Table.

            Create a Pricing Procedure for Rehashing

            1. From App Launcher, find and select Pricing Procedures.
            2. Click New.
            3. Enter name as asset_lending_demo.
            4. Select Pricing as the usage type.
            5. For context definition, select AssetLendingRehashingContext.
            6. Save your changes.
            7. On the Details tab, in the Pricing Procedure Versions section, click the asset_lending_demo V1 version.
            8. In the Pricing Procedure Properties tab, expand Advanced Details, and enter Rank as 1.
            9. Create a resource to store the price.
              1. Click Add Resource.
              2. For Type, select Constant.
              3. Enter a name. For example, DummyPrice.
              4. For Data Type, select Number.
              5. Enter a default value of 0.
              6. Enter other details as required.
              7. Click Done.
            10. Create a resource to store the quantity.
              1. Click Add Resource.
              2. For Type, select Constant.
              3. Enter a name. For example, DummyQuantity.
              4. For Data Type, select Number.
              5. Enter a default value of 1.
              6. Enter other details as required.
              7. Click Done.
            11. Drag the Pricing Setting element to the canvas and enter these values.
              1. For the Line Item input variable, select ProductId.
              2. For the Net Unit Price output variable, select the resource you created in step 9.
              3. For Subtotal output variable, select AFPPInterestRate.
            12. Drag the List Price element to the canvas and enter these values.
              1. For the Lookup Table Details field, select Product List Rate Decision Table.
              2. For the Product input rule variable, select ProductId.
              3. For the Quantity input variable, select the resource you created in step 10.
              4. For the List Price output variable, select AFPPInterestRate.
              5. For the Subtotal output variable, select AFPPInterestRate.
            13. Drag the Price Adjustment Matrix element to the canvas and enter these values.
              1. For the Lookup Table Details field, select TermBasedAdjustmentDT.
              2. For the Term input rule variable, select AFPPLoanTerm.
              3. For the Product input rule variable, select ProductId.
              4. For the Quantity input variable, select the resource you created in step 10.
              5. For the Input Unit Price input variable, select AFPPInterestRate.
              6. For the Net Unit Price output variable, select AFPPInterestRate.
              7. For the Subtotal output variable, select AFPPInterestRate.
            14. Save your changes and activate the procedure.
             
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