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            Create a Decision Matrix to Configure Document Upload for Deposit Account Origination

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            3. Financial Services Cloud Admin Guide

            Create a Decision Matrix to Configure Document Upload for Deposit Account Origination

            Create the LendingDocumentTypes decision matrix to automatically determine which supporting documents a primary applicant or co-applicant must upload based on the selected deposit account product. This matrix eliminates manual document checklist management and ensures consistent compliance across all applications.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            To configure qualification rules:

            Product Discovery Administrator

            AND

            Rule Engine Designer

            AND

            Product Catalog Management Designer
            To run qualification rules:

            Product Discovery User

            AND

            Product Catalog Management Viewer
            1. Create three columns with these values:
              Column Header Header Type Data Type
              productId Input Text
              applicantType Input Text
              level Input Text
              docTypeLabel Output Text
            2. Add a row for each applicant type and product combination, and enter the corresponding document type label in the docTypeLabel column. For example, enter Driving_License or Passport.
            3. Save your changes and activate the decision matrix.
            Note
            Note The docTypeLabel output value must exactly match the document type names defined in the Document Category Document Type records.
             
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