Loading
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
            Product Attributes for Deposit Account Origination

            You are here:

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

            Product Attributes for Deposit Account Origination

            Product attributes control how the Deposit Account Origination intake Omniscript behaves for each product. They determine the available funding methods, validate initial deposit requirements, and store proposal details. Configure these attributes in the Product Catalog to ensure the Omniscript launches, validates inputs, and generates offers correctly.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            The Deposit Account Origination intake flow requires these product attributes. Add these attributes to your deposit account product in the Product Catalog before deploying the Omniscript.

            API Name Description Used For
            InitialFundingMethod Specifies the method by which the customer funds the deposit account at opening. Displays available funding method options in the Initial Funding Details step. Supported values: ACH, Debit Card, Cash Deposit, Wire Transfer.
            MinimumBalanceAmount The minimum balance required to maintain the deposit account as per product terms. Validates the applicant's initial deposit amount against the product minimum. Set a numeric default value, for example, 130000.
            InitialDepositAmount The amount the customer initially deposits when opening the account. Stored as an Application Form Product Proposal attribute against the selected proposal.
            OmniscriptName The name of the Deposit Account Omniscript to launch for the intake flow. Used to navigate to the Deposit Account intake Omniscript. Set the value to DepositAcct_ApplicantIntake_MultiLanguage.
            InitialDepositDate The date on which the customer makes the initial deposit into the account. Stored as an Application Form Product Proposal attribute against the selected proposal.
             
            Loading
            Salesforce Help | Article