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            Create a Decision Matrix for Service Process Document Types

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            3. Financial Services Cloud Admin Guide

            Create a Decision Matrix for Service Process Document Types

            Configure a decision matrix to define which supporting documents you need for specific service processes. This matrix maps a specific process name input value to a list of valid document types shown in the intake form.

            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 a decision matrix: Customize Application

            Certain service processes require customers to upload specific supporting documents. Instead of adding these requirements directly into the Omniscript, create a decision matrix named GetAllRequiredDocumentTypes. When the process runs, it queries this matrix by using the process name to retrieve the comma-separated list of document types.

            The intake Omniscript uses a specific Integration Procedure element to retrieve these requirements. The Extra Payload section of this element passes a ProcessName key value directly as the input to your decision matrix. To load the correct document checklist, make sure that the input row in your matrix exactly matches the value passed from the Omniscript..

            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. In the Omnistudio app, from the navigation bar, select Lookup Tables.
            3. Click New.
            4. Click Decision Matrix, and then click Next.
            5. Enter the Name GetAllRequiredDocumentTypes. For Type, select Standard. Then click Save.
            6. On the Related tab on the decision matrix record page, click version 1 of the matrix.
            7. In the Decision Matrix Versions, click the name of the decision matrix.
            8. Create the Process Name column.
              1. Click Add Column.
              2. In the Column Header, enter ProcessName.
              3. For Header Type, select Input.
              4. For Data Type, select Text.
              5. Click Done.
            9. Create the Document Types column.
              1. Click Add Column.
              2. In the Column Header, enter DocumentTypes.
              3. For Header Type, select Output.
              4. For Data Type, select Text.
              5. Click Done.
            10. Click Add Row.
            11. In ProcessName, click the edit icon. Enter the exact ProcessName value for your service process, and press Enter. For the exact values, see Process Name Values for Service Process Document Types.
            12. In DocumentTypes, click the edit icon.
            13. In a comma-separated list, enter the document types that you created for the service, and press Enter. For a list of valid document types, see Service Process Document Types.
            14. Save your changes.
            15. Activate your decision matrix version.

            See Also

             
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