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            Use Case Example Disclosure and Consent for Digital Lending

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            Use Case Example Disclosure and Consent for Digital Lending

            To understand how disclosure and consent is set up and managed for Digital Lending, review the scenario of a customer applying for a personal loan, and then learn how to set it up.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            Disclosure is information that a financial institution is required to share with a customer and consent is the permission a customer grants to perform actions on their behalf.

            Example
            Example For example, customize the personal loan product disclosure information and ask the applicant for consent to perform actions on their behalf. Show the text in a language based on the applicant's location.

            Create a decision table with the column headings that represent the product, applicant, and reason for collecting data. If you haven’t already, create a personal loan product and a data use purpose record that defines the reason for collecting customer consent and disclosure. Then, create an English locale authorization form that shows English disclosure and consent text when an applicant completes the personal loan application from an English locale.

            Next Steps

            To build this example, complete the tasks under Disclosure and Consent for Digital Lending in the Table of Contents.

             
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