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            Create an Expression Set for Service Process Document Types

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            3. Financial Services Cloud Admin Guide

            Create an Expression Set for Service Process Document Types

            Connect your intake form to your business rules to automatically find and show your users the exact documents needed for the requested service.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
            User Permissions Needed
            To create an expression set: Customize Application

            The expression set connects the service process intake form with the decision matrix. When a user runs the service process, the process calls this expression set. The expression set then queries the GetAllRequiredDocumentTypes matrix to find the specific documents required for that service. Create and activate the decision matrix before you perform this task.

            Perform this task only if you setting up these service processes that require document validation:

            • Update Profile

            • Manage Credit Limit

            • Set Up Required Minimum Distribution

            • Address Update

            1. From the App Launcher, find and select Business Rules Engine.
            2. Click the app navigation menu, and then select Expression Sets.
            3. Click New.
            4. Enter GetAllDocumentTypes as the name, and select Default as the usage type.
            5. Save your changes.
            6. In the Expression Set Versions, click the version name.
            7. Open the expression set in the Expression Set Builder.
              1. Click Elements icon.
              2. Drag the Lookup Table element to the expression set canvas.
              3. In the Search Lookup Table box, select GetAllRequiredDocumentType.
            8. Set the properties for the expression set.
              1. Click the Settings icon.
              2. Enter a start date time and an end date time for the expression set.
              3. Enter a rank number.
            9. Set the element details for the expression set.
              1. Click the element details icon.
              2. Select Include in Output.
            10. Save and activate the expression set.

            See Also

             
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