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            Set Up Pricing Based on Loan Amount

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            3. Financial Services Cloud Admin Guide

            Set Up Pricing Based on Loan Amount

            Create a loan amount attribute definition and assign it to personal loan product classification.

            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 configure Product Configurator for Digital Lending:

            Omnistudio Admin

            AND

            Product Catalog Management Designer

            AND

            Rule Engine Designer permission set

            AND

            Salesforce Pricing Design Time
            To use Product Configurator for Digital Lending:

            Omnistudio User

            AND

            Product Catalog Management Viewer

            AND

            Rule Engine Runtime

            AND

            Salesforce Pricing Run Time
            1. Define and update loan amount attribute definition.
              1. From the App Launcher, select Product Catalog Management, and then click Attribute Definitions.
              2. From the Attribute Definitions list view, click New.
              3. Create an attribute definition based on the chart.
                Field Field Value
                Name LoanAmount
                Label Loan Amount
                API Name LoanAmount
                Data Type Currency
                Picklist LoanAmount
                Description Loan amount.
                Active Select
              4. Save your changes.
            2. Assign loan amount to the personal loan product classification.
              1. From the App Launcher, select Product Catalog Management, and then select Categories.
              2. In the Categories list view, select Personal Loan.
              3. On the Category page, click the Related tab.
              4. In the Products section, click Assign Products.
              5. Select Loan Amount.
              6. Click Next and save your changes.
             
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