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            Create a Decision Matrix for Digital Lending

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            3. Financial Services Cloud Admin Guide

            Create a Decision Matrix for Digital Lending

            Customize the Authorization Form Text to show to clients on the Disclosure and Consent section of their loan application. A decision matrix matches input values to a table row and returns the row's output values. Create a decision matrix with the input columns for Product Id, ApplicantType, and Level, and an output column for DataUsePurpose.

            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
            Note
            Note

            Applicants must have Detail Authorization Form Text read access on the Authorization Form Text object to read the text on the application form.

            Make sure that you set up business rules engine.

            1. From the App Launcher, find and select Business Rules Engine.
            2. From the navigation bar, select Lookup Tables.
            3. Click New.
            4. Click Decision Matrix, and then click Next.
            5. Enter the Name LendingDataUsePurposes. For Type, select Standard, and then click Save.
            6. Click the Related tab.
            7. In the Decision Matrix Versions, click LendingDataUsePurposes V1.
            8. Click Add Column, add four columns with the following data, and then click Done.
              Column Header Header Type Data Type
              productId Input Text
              applicantType Input Text
              level Input Text
              dataUsePurposeId Input Text
            9. From the App Launcher, find and create a product. (Skip this step if you already have products.)
              1. To create a product, click New. 
              2. Enter a product name and select Active. 
              3. Enter a display URL. 
              4. Select a Product Family. 
              5. Select a Product Type, and then select Based On to align the product to a product classification.
              6. Enter a product code.
              7. Enter a product description and save the product.
            10. From the App Launcher, find and select Data Use Purpose.
              1. Click New if you don’t have data use purpose records. Don’t set the Data Use Purpose to active.
              2. Enter a name and description.
              3. To align the data use purpose to a data use legal basis, select a legal basis.
              4. Deselect Is Active.
              5. Save the data use purpose.
            11. From the App Launcher, find and select Authorization Form.
              1. Click New or choose an existing one.
              2. Enter a name.
              3. (Optional) Select Is Signature Required, and then click Save.
              4. Click the Related tab.
              5. In the Authorization Form Text section, click New.
              6. Enter a name.
              7. Enter your text into the Detail Authorization Form Text field.
              8. Select English Locale.

                When an applicant completes the application from an English locale, the English authorization form text displays.

              9. Select Active.
              10. Save your changes.
              11. Similarly, to customize the authorization form text for other locals, complete the steps.
            12. Edit the Data Use Purpose record created in the previous step.
              1. From the App Launcher find and select the data use purpose that you created in the previous step.
              2. Click the Related tab.
              3. In the Authorization Form Data Use section, click New.
              4. Enter a name.
              5. Select the authorization form that you created in the previous step.
              6. Select the data use purpose you created in the previous step.
              7. Click Save.
              8. On the data use purpose record, click the Details tab, and select Is Active.
              9. Save your changes.
            13. From the App Launcher, find and select Business Rules Engine.
              1. In the menu, select Lookup Tables.
              2. Select the LendingDataUsePurposes decision matrix.
              3. In the Decision Matrix Versions, click LendingDataUsePurposes V1.
              4. Click Add Row.
              5. Add a row with the following data, then click Done.
              ProductId ApplicantType Level DataUsePurpose
              ProductId created in the previous step. Primary Applicant ApplicationFormProduct DataUsePurpose ID created in the previous step.
            14. Save and activate the decision matrix.

            See Also

             
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