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            Set Up Payment Plans to Manage Financial Hardships

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            Set Up Payment Plans to Manage Financial Hardships

            Help your customers manage their financial hardship situations effectively by setting up payment plans based on their financial account types and debt situations. Enable Decision Table Access, define payment plan types, create a decision table for payment plan mapping, and create an expression set from the prebuilt expression set template to reference payment plan mapping decision table.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.

            This feature is available only to Financial Services Cloud customers.

            • Enable Decision Table Access for Collections
              To access decision tables created separately from Business Rules Engine, turn on the Industries Cloud Common Decision Tables Access component.
            • Define Payment Plan Types to Create Payment Plans
              To help customers meet their payment commitments during financial hardship, it’s important to offer flexible payment options tailored to their financial account types and debt situations. To facilitate this, create payment schedule distribution methods, and the corresponding payment schedule treatment records, and payment schedule treatment detail records.
            • Create a Decision Table for Payment Plan Mapping
              Create a decision table by using the predefined template. The decision table helps you to map payment plan types according to your customer's financial account types and debt situation. Create a CSV file with the financial account type to payment plan type mapping details. Add this CSV file to the decision table.
            • Create an Expression Set from a Prebuilt Expression Set Template for Payment Plan Mapping
              Collections and Recovery includes a prebuilt expression set template, Payment Plan Mapping Expression Set. Create an expression set from this template.
             
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