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            Create a Decision Table to Evaluate Product Qualifications for Digital Lending

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            3. Financial Services Cloud Admin Guide

            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.

            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 getting started, learn more about Decision Tables for Business Rules Engine.

            In this example, create a decision table that evaluates whether an applicant meets the minimum annual income requirement for the personal loan product.

            1. From the App Launcher, find and select Business Rules Engine.
            2. From the navigation bar, select Lookup Tables.
            3. Click New.
            4. Click Decision Table, and then click Next.
            5. In the New Decision Table screen, enter these field values:
              Field Value
              Name ProductQualificationDT
              API Name ProductQualificationDT
              Source Object Product Qualification (iProduct qualification object or a custom object)
              Usage Type Product Qualification
            6. Click Next.
            7. Configure the decision tables columns. For each column in the table, select the column type and the operator.
              Column types indicate whether the column is optional input, required input, or output column. If you don’t want to use a column in the decision table, select Don’t Use.
            8. Click Next.
            9. Configure the column logic.
              1. Group the decision table rows by up to two input fields. You can group rows only by fields that use the Equals operator.
              2. Select the condition logic for the input fields in the table. If you select Custom Logic, specify the logic.
              3. If needed, sort the decision table rows by a table field and select a sort order.
            10. Save your decision table.
            11. To use the decision table in expression sets or flows, activate the table.

            See Also

             
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