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            Create a Decision Matrix for the Set Up Required Minimum Distribution Service Process

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            3. Financial Services Cloud Admin Guide

            Create a Decision Matrix for the Set Up Required Minimum Distribution Service Process

            Create a decision matrix and add the Set Up Required Minimum Distribution service process and document types. The Set Up Required Minimum Distribution service process uses Business Rules Engine to create rules by using decision matrices and expression sets to show a list of the valid document types that a user can select from. Document types are a list of supporting documentation that a user can request from a client to validate the new information.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create a decision matrix for the Set Up Required Minimum Distribution service process: Customize Application

            A decision matrix matches the input values to a table row and returns the row's output values. The FSCWlthServiceProcess_GetDocumentTypes integration procedure in the FSCWlth_SetupRequiredMinimumDistribution Omniscript reads the table values.

            1. Create a decision matrix.
              1. From the App Launcher, find and select Business Rules Engine.
              2. In the Omnistudio app, from the navigation bar, select Lookup Tables.
              3. Click New.
              4. Click Decision Matrix, and then click Next.
              5. Enter GetAllRequiredDocumentTypes as the name of the decision matrix, and select Standard as the type. Save your changes.
            2. Click the Related tab.
            3. In Decision Matrix Versions, click the name of the decision matrix.
            4. Add a column.
              1. Click Add Column.
              2. Enter ProcessName as the column header.
              3. Select Input as the header type.
              4. Select Text as the data type.
              5. Click Done.
            5. Add another column.
              1. Click Add Column.
              2. Enter DocumentTypes as the column header.
              3. Select Output as the header type.
              4. Select Text as the data type.
              5. Click Done.
            6. Click Add Row.
            7. Add the service process name.
              1. Click the edit icon in the ProcessName box.
              2. Enter the API name of the Set Up Required Minimum Distribution service process, and press Enter.
            8. Add the document types.
              1. Click the edit icon in the DocumentTypes box.
              2. In a comma-separated list, enter the document types that you created for the Set Up Required Minimum Distribution service process, and press Enter.
            9. Save and activate the decision matrix.
             
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