Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
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
            Create a Document Upload Decision Matrix for Digital Lending

            You are here:

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

            Create a Document Upload Decision Matrix for Digital Lending

            Customize a document form that includes the ProductId, ApplicantType, Level, and DocTypeLabel.

            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

            In this example, create a decision matrix that determines which document types an applicant must upload based on the personal loan product and applicant type.

            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 LendingDocumentTypes. For Type, select Standard, and then click Save.
            6. Click the Related tab.
            7. In the Decision Matrix Versions, click LendingDocumentTypesV1.
            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
              docTypeLabel Output 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 Setup, in the Quick Find box, enter Document Type, and then select Document Type.
              1. Create a document type, or confirm an existing one.
              2. Save the API name of the document type for later. 
            11. From the App Launcher, find and select Business Rules Engine.
              1. From the navigation bar, select Lookup Tables.
              2. Select the decision matrix LendingDocumentTypes. In the Decision Matrix Versions, click LendingDocumentTypes V1.
            12. Click Add Row, add a row with the following data, and then click Done.
              ProductId ApplicantType Level DocTypeLabel
              ProductId created in the previous step. Primary Applicant ApplicationFormProduct API name of the document type created in the previous step.
            13. Save and activate the decision matrix.
             
            Loading
            Salesforce Help | Article