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            Use Case Example Qualification Rules for Digital Lending

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            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions

            A lending institution offers multiple loan products, but not every applicant qualifies for every product. The institution needs to automatically filter its catalog so that borrowers see only the personal loan products for which they meet the minimum annual income requirement. Without this filtering, applicants waste time exploring products they can't obtain, and loan officers spend time on ineligible applications.

            Example
            Example

            The institution uses qualification rules to evaluate a borrower's eligibility for the personal loan product based on annual income. A context definition passes the personal loan product into the qualification procedure, which evaluates the borrower's information and returns the result. A decision table contains the criteria used for qualification of the personal loan product, including the borrower's minimum income. Qualification procedure expression sets execute the qualification rules on the personal loan product through the context definition — one for agent-based qualification and another for customer community user-based qualification.

            Next Steps

            To build this example, complete the tasks under Qualification Rules for Digital Lending in the Table of Contents.

             
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