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            Document Upload Configuration for Deposit Account Origination

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            Document Upload Configuration for Deposit Account Origination

            Configure Document Category Document Types and a decision matrix so the intake Omniscript presents the correct document checklist to each applicant type based on the selected deposit account product. This checklist ensures applicants upload the required identity and supporting documents to verify their eligibility.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            • Create a Document Category Document Type for Deposit Account Origination
              Create Document Category Document Types to define the identity and supporting documents that applicants must upload during the deposit account opening process. Defining these types ensures that the document labels referenced in your decision matrix exactly match the records in your org, preventing upload errors.
            • 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.
             
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