Flows to Automate Workflows in Digital Lending—India
When you enable Digital Lending—India, you get access to certain prebuilt flows that you can configure to automate the workflows in a loan origination process. Activate the record-triggered flows before you use them.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
The flows listed in the table are provided to automate the workflows in Digital Lending—India.
| Flow Label | Flow API Name | Description | Invocation Source | Status |
|---|---|---|---|---|
| Digital Lending—India: Create Application Form from Lead | CreateApplnFormFromLead | This record-triggered flow creates an application form when a lead is converted. The lead, account, and opportunity are referenced in the created application form. |
On conversion of a lead | Inactive |
| Digital Lending–India: Assess Party Profile Risk Category | AssessPtyPrflRiskCatg | This autolaunched flow assesses and stores the risk category of the party profile record that’s associated with an applicant and creates a party profile risk record. You must enable Stage Management to run this flow. |
From Stage Management when an applicant record moves to the Risk Assessment stage | Active |
| Digital Lending—India: Submit Party Profile Approval | SubmitPartyProfileAppvl | This autolaunched flow calls an action to submit the party profile record to the approval process. You must enable Stage Management to run this flow. |
From Stage Management when the party profile record moves to the Approval stage | Active |
| Digital Lending-India: Perform Application Form Post-Evaluation Actions | ProcApplnFormOnbrdApplnt | When the stage of an application form record is marked as Approved, this autolaunched flow updates the associated account type to Customer and the associated opportunity stage to Closed Won. It then calls an action to run a callout to the core banking system by using an integration definition, and then creates a party financial asset record for the applicant corresponding to the Application Form Seller Item. You must enable Stage Management to run this flow. |
From Stage Management when the application form record moves to the Book to Core stage | Active |
| Digital Lending - India: Update Account and Opportunity Records | UpdtAccountAndOppRecords | This autolaunched flow verifies if an application form is complete and updates the Account record with the applicant's details and changes the stage of the opportunity record to Closed Won. | Digital Lending-India: Perform Application Form Post-Evaluation Actions autolaunched flow | Active |
| Create Process Exception | CreateProcessException | Creates a process exception record to process the errors that occur during flow execution. | When errors occur during a flow execution | Active |
