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            Deploy the Deposit Account Discovery Framework Template

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

            Deploy the Deposit Account Discovery Framework Template

            Deploy the pre-built template to set up a standardized, multi-step flow for applicant data collection, deposit validation, and disclosure consent. Customize the intake steps to fit your product requirements and activate the components to start onboarding applicants.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To deploy Discovery Framework sample templates:

            Customize Application

            AND

            Industries Assessment permission set
            1. From Setup, in the Quick Find box, enter Discovery Framework, and then select Discovery Framework Sample Templates.
            2. To see a list of the assessment questions, Omniscripts, Omnistudio Data Mappers, and Integration Procedures included in the template, for Deposit Account, click View Details.
            3. For the Deposit Account template, click Deploy.
              To check the progress, go to the Deployment Status page in Setup.

            After deployment is complete, activate the Deposit Account artifacts deployed by using the Discovery Framework sample template before by using them for applicant onboarding. The intake process creates assessments for primary applicants and co-applicants and captures information in records, such as Party Profile, Applicant, and Application Form.

            Note
            Note The Discovery Framework Omniscript stores some fields as assessment question responses. You can manually map these responses to custom fields.
             
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