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            Set Up Context Definition for Digital Lending Qualification Rules

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            3. Financial Services Cloud Admin Guide

            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.

            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 qualification rules:

            Product Catalog Management Designer permission set

            AND

            Product Discovery Admin permission set

            AND

            Rule Engine Designer permission set
            To run qualification rules:

            Product Catalog Management Viewer permission set

            AND

            Product Discovery User permission set

            Before creating context definitions for digital lending, complete the steps to set up and learn more about Context Services.

            Context definition considerations:

            • LendingProductDiscoveryContext context definition has three nodes at the parent level. There are no restrictions to the number of nodes you add at the parent level.
            • You can’t add nodes to FileBasedApex in industriesdigitallending.
            • Don’t add to or change the node structure of the Catalog. You can add attributes.
            • You can add attribute or child nodes to the Account and User nodes.
            • You can add new nodes to the additionalContextData.
            1. Turn on Context Service.
            2. In Setup, in the Quick Find box, enter Context Service, and then select Context Definitions.
            3. Click New.
            4. Enter the context definition details:
              1. Enter a name.
              2. In Inherited From, select the standard definition that you want to extend.
              3. In Description, enter additional details about the context definition.
              4. Select the effective date range.
              5. In Time to Live, select how long you want the data that’s loaded in your context instance to live in the context service’s cache.
            5. Click Next.
            6. Configure a structure to define a relationship between the nodes. You can add child and sibling nodes.
            7. Enter the node details:
              1. Enter a name.
              2. To add child nodes, click the child node icon.
              3. To add sibling nodes, click sibling node.
              4. Click the more icon, and select Mark as Transposable if you want to convert the node’s record to a field name.
              5. Click more icon, and select Delete to remove a node.
            8. Click Next.
            9. Add attributes for each node by choosing an input type, the data type, and values if you have a key-value pair.
            10. Click Add Attributes and enter the attribute details.
            11. Click Next.
            12. Define the context tags that can be added at the node and attribute levels.
            13. Specify the context tag details.
              1. Choose a node. In the Tags column, enter the tag name, such as Phones, and click Done.
              2. Similarly, choose an attribute. In the Tags column, enter the tag name, such as Color, to set color as an attribute, and click Done.
            14. Save your changes.

            See Also

             
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