Considerations and Limitations for Catalogs and Products for Digital Lending
There are certain points to consider when you set up when you set up catalogs and products for Digital Lending for Financial Services Cloud.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
These considerations and limitations are relevant to Digital Lending Financial Services Cloud sample data when you set up Digital Lending following the steps in this guide or by using the GitHub sample data.
- You can invoke the CPQ Fetch product detail API that returns new attributes. The updated attributes and associated details are shown on the product detail page.
- You must create default values for MinLoanAmount, MaxLoanAmount, OfferValidPeriod, and OmniscriptName for each product. Use default values to restrict the applicants who can apply for a particular product during the loan intake process. For example, Loan Terms values are populated as a picklist from the LoanTerm Product attribute.
- To show the name, image, and description in the product card on the product list page, use the name, display URL, and description attributes from the product. The name, image, and description attributes are dynamic based on the product.
- Pagination isn’t supported for the products on the Product List Page FlexCard. Up to 100 products from our CPQ API call are shown on the Product List Page.
- You must add products to a category if you’re not using parent and child categories.
- When you use parent and child categories, categorize products by using subcategories.
- Add the LoanTerm, MinLoanAmount, MaxLoanAmount, OmniScriptName, and OfferValidPeriod attributes in the same attribute category or as uncategorized attributes.
- The Digital Lending Financial Services Cloud sample data product detail page retrieves the loan amount details related to the MinLoanAmount and MaxLoanAmount product attributes. The MinLoanAmount and MaxLoanAmount attributes are Type currency.
- The Digital Lending Financial Services Cloud sample data retrieves the loan term details with a product attribute named LoanTerm added to the product. The LoanTerm attribute is a picklist type with loan terms as picklist values. Loan terms are in months.
- If you create attributes other than LoanTerm, MinLoanAmount, MaxLoanAmount, OmniScriptName, and OfferValidPeriod, then update DigitalLendingTransFormProductInfo Data Mapper Transform with the customized attributes.
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