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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

            Before approving a personal loan, a lending institution must share required disclosures with the applicant and obtain their consent to perform actions on their behalf. The institution also needs to present this information in the applicant’s language. Without an automated process, loan officers must manually determine which disclosures apply to each product and locale, increasing the risk of compliance errors.

            Example
            Example

            The institution uses a decision matrix to automatically match the personal loan product and primary applicant type to the correct data use purpose record, which defines the reason for collecting customer consent and disclosure. An authorization form contains the disclosure and consent text that the applicant sees. Because the authorization form uses an English locale, the English disclosure and consent text appears 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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