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            Deploy the Financial Intermediaries Discovery Framework Template

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            3. Financial Services Cloud Admin Guide

            Deploy the Financial Intermediaries Discovery Framework Template

            Accelerate intermediary network expansion with the Financial Intermediary template for Digital Lending. Use Discovery Framework and Omnistudio to streamline onboarding for intermediary firms and employees. Customize guided forms to manage compliance, automate approvals, and grant role-based access.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions.
            User Permissions Needed
            To set up digital lending: Digital Lending permission set
            To use discovery framework template: Industries Assessment permission set
            1. From Setup, find and select Discovery Framework Sample Templates.
            2. Click View Details to see the assessment questions, Omniscripts, Omnistudio Data Mappers, and Integration Procedures included in the Financial Intermediaries template.
            3. For the Financial Intermediaries template, click Deploy.
            4. To check the progress, go to the Deployment Status page in Setup.

            After deployment is complete, activate the Financial Intermediaries artifacts before using them for intermediary firm and employee onboarding. The intake process creates assessments for primary applicants and captures information in records, such as party profile and application form.

             
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