Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Use Case Example Catalogs and Products for Digital Lending

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Use Case Example Catalogs and Products for Digital Lending

            To understand how products and catalogs are created and managed for Digital Lending, review the scenario of a customer applying for a personal loan, and then learn how to set it up.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            Companies sell financial products to applicants. For better discoverability, products are organized into catalogs, categories, and subcategories. Product characteristics are defined by assigned attributes.

            Example
            Example

            Create a personal loan product with a loan repayment term of 36 months. To ensure applicants can find the personal loan product, create a product catalog for digital lending to store your products, such as auto loan, house loan, and personal loan. Then, to make it easier for borrowers to find the product that fits their needs, organize the personal loan catalog into categories and subcategories. Next, create and assign attributes to the personal loan product, such as a picklist attribute that shows the loan term of 12 Months, 24 Months, and 36 Months.

            To quickly define and create personal loan products in the future, create a personal loan product classification. The classification contains a collection of attributes that describe the general properties of the personal loan product.

             
            Loading
            Salesforce Help | Article