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            Set Up Disclosure and Consent for Deposit Account Origination

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            Set Up Disclosure and Consent for Deposit Account Origination

            Configure Data Use Purposes, Authorization Forms, and a Decision Matrix to manage applicant consent during the deposit account opening process. This configuration makes sure that the intake Omniscript presents the correct disclosure text to each applicant type and accurately records their consent.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            1. Create a Data Use Purpose.

              Data Use Purpose records define the legal basis for your financial institution to collect and process applicant information during the deposit account opening process. These records accurately log consent from the intake Omniscript for each application to comply with data privacy regulations.

            2. Create an Authorization Form.

              An Authorization Form contains the legal disclosure text that applicants must review and agree to before submitting their deposit account application. Linking the Authorization Form to a Data Use Purpose ensures that the intake Omniscript presents the correct consent language to each applicant at the Disclosure Consent step. This association also accurately records their acknowledgment on the application form.

            3. Create a Decision Matrix named LendingDataUsePurposes to automatically determine the correct disclosure text for each applicant.

              The matrix maps product, applicant type, and level combinations to the right Data Use Purpose record so the Disclosure Consent step always surfaces the accurate authorization form text. Create a decision matrix with input columns for productId, applicantType, and level, and an output column for dataUsePurposeId.

             
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