Qualification Rules for Digital Lending

Use qualification rules within Product Catalog Management to display only eligible loan products or product categories to users. These rules can qualify or disqualify loan products and categories based on criteria such as applicant location, income, or member SLA (Gold/Platinum/Silver) for specific products. Use validation rules to make sure that loan products have a valid configuration and are compatible with other offerings. These rules validate product attributes. Exclusion rules prevent users from selecting conflicting loan products, while requirement rules guarantee that interdependent products are always chosen together.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

To learn more about the key features of Qualification Rules and how they work together, check out Qualification Rules.

To show applicants qualification rules from your external system, review Omnistudio Omniscripts to learn how to configure the Omnistudio components to meet your business needs.

Context definitions provide efficient data access at every step of the process. A context definition defines the relationship between the nodes and the attributes within each node. Use nodes and attributes to easily access the relevant data from the mapped data source. Various Salesforce products offer predefined context definitions based on their business need.

Before continuing with the steps to create qualification rules for Digital Lending, review these resources to learn more:

Set up qualification rules for Digital Lending so that users see only loan products and product categories for which they’re eligible. Create a context definition with resources that are used in the qualification procedure expression set and used to run the qualification rules. Then, create a decision table to evaluate qualifications for the personal loan product when specified criteria are met. Finally, create qualification procedure expression sets that execute the qualification rules on products.

Use Case Example Qualification Rules for Digital Lending
To learn about creating and managing qualification rules for Digital Lending, consider the scenario of a customer applying for a personal loan, and then follow the steps to set it up.
Assign Permissions for Digital Lending Qualification Rules
Assign Product Discovery Admin, Rule Engine Designer, and Product Catalog Management Designer permission sets to the users who set up qualification rules.
Turn on Context Service for Digital Lending Qualification Rules
Simplify the sharing and consumption of business application data using Context Service.
Set Up Context Definition for Digital Lending Qualification Rules
Simplify the sharing and consumption of business application data using Context Service. To run qualification rules, turn on context definition and configure it following the steps. This lets you use the qualification APIs and APEX Implementation.
Create a Decision Table to Evaluate Product Qualifications for Digital Lending
Decision tables are complex lookup tables that read business rules with multiple inputs, and return multiple outputs for records in your Salesforce org, or for the values that you specify. Rules are records in a standard object, custom object, or a custom metadata type.
Create a Qualification Procedure Expression Set for Digital Lending
Create two Qualification Procedure Expression Sets that execute qualification rules on products through Context Definition. One runs Agent (User object) based qualification and another runs Customer Community User (Person Account object) based qualification rules.

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Qualification Rules for Digital Lending

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Qualification Rules for Digital Lending

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