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            Create Rate Adjustment By Credit Score Object

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            3. Financial Services Cloud Admin Guide

            Create Rate Adjustment By Credit Score Object

            Create a Rate Adjustment By Credit Score custom object that represents the adjustments to list rates based on the client’s credit score.

            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 create, read, update, and delete all design time pricing objects: Salesforce Pricing Design Time
            To grant read access for all run-time pricing features: Salesforce Pricing Run Time
            To use Salesforce Pricing: Salesforce Pricing preference
            To use Business Rules Engine: Rule Engine Designer
            To run Business Rules Engine: Rule Engine User
            1. In Setup, click Object Manager.
            2. Click Create, and then select Custom Object.
            3. Enter Rate Adjustment By Credit Score as the label.
            4. Enter Label Rate Adjustment By Credit Scores as the plural label.
            5. Save your changes.
            6. Click Fields & Relationships, and create the custom fields based on the chart.
              Field Label Field Name Data Type
              Created By CreatedById Lookup (User)
              Last Modified By LastModifiedById Lookup (User)
              Lower Bound LowerBound__c Number( 3, 0)
              Owner OwnerId Lookup (User, Group)
              Product Product__c Lookup (Product)
              Rate Adjustment By Credit Score Name Name Auto Number
              Tier Type TierType__c Picklist
              Tier Value TierValue__c Number (16, 2)
              Upper Bound UpperBound__c Number( 3, 0)

            See Also

             
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