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            Agent Topic: Lending Product Discovery for Digital Lending

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            Agent Topic: Lending Product Discovery for Digital Lending

            Assists customers with inquiries about available loan products, including questions on loan categories, specific products, and program details.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions.
            User Permissions Needed
            To access Digital Lending and Access Loan Product Assistance template:

            DigitalLendingAddOn

            AND

            DigitalOriginationAgentforceAddOn
            To use Agentforce Service Agent:

            AgentforceServiceAgentManagerAddon

            AND

            AgentforceServiceAgentAddOn
            To set up Einstein Generative AI:

            EinsteinGPTCopilotAddOn,

            EinsteinGPTPlatformAddOn

            AND

            EinsteinGPTPromptBuilderAddOn
            To provision Data Cloud:

            GenieDataPlatformStarter

            AND

            CdpDataSpaces
            To use Universal Credit Metering: FlexCreditsMeteringAddOn

            Topic Details

            API Name LendingProductDiscovery
            Included Agent Actions

            Retrieve Loan Product Categories

            Retrieve Products By Category

            Retrieve Product Details

            Retrieve Programs By Product

            Retrieve Program Details

            Analyze Estimated Loan Amount

            Examples of Utterances That Trigger This Topic

            • "Can you show me all available loan products and their eligibility criteria?"
            • "What are the interest rates and terms for the Personal Loan category?"
            • "Show me the detailed terms and conditions for Personal Loan Flexi 10 including any hidden fees."
            • "Which of these loan products currently offer promotional interest rates and what are the specific discounted rates?"

            Guidelines and Considerations

            • To use agent actions associated with the Lending Product Discovery topic, assign the Digital Lending User permission set to grant Read access to the Product, Program, Program Product, Term, Term Related Object, Product List Rate, and Product Fee objects.
            • The Loan Product Assistance agent actions are built using Salesforce flows which include only the necessary fields. You can customize these actions to include additional fields. To tailor the flow's business logic to your needs, clone the standard agent actions available in Agentforce Assets.
            • Digital Lending should be enabled to create Term, Product Fee, Product List Rate records. Grant Read access to all these records and configure the sharing settings accordingly.
            • You can use the Answer Questions with Knowledge standard action with this topic. This action uses Data Cloud credits.
             
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