Create Rate Adjustment By Credit Score Records
Create the Rate Adjustment By Credit Score records that represent 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 |
- From the App Launcher, find and select Rate Adjustment By Credit Score.
- Click New.
- Select Product Personal Loan.
- Enter 801 as the Lower Bound.
- Enter 900 as the Upper Bound.
- Enter 50 as the Tier Value.
- Select Tier Type Percentage.
- Save your changes.
-
Similarly, create Rate Adjustment By Credit Score records by using the details in the
table.
Product Lower Bound Upper Bound Tier Value Tier Type Personal Loan 801 900 50 Percentage Personal Loan 701 800 10 Percentage Personal Loan 601 700 5 Percentage Personal Loan 0 600 20 Override Personal Loan 801 900 50 Percentage Personal Loan 701 800 10 Percentage Personal Loan 601 700 5 Percentage Personal Loan 0 600 20 Override
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