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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

            Qualification rules determine applicant eligibility and availability for products or product categories. These rules encompass criteria such as location, income, age, account attributes, and other pertinent details.

            Example
            Example

            Create qualification rules that show applicants only personal loan products for which they meet the minimum annual income requirement. First, set up context definition to pass a personal loan product into the qualification procedure. The qualification procedure evaluates the qualification of the personal loan product and returns the result to the context definition. Next, create a decision table that contains the criteria used for qualification of the personal loan product. Specify qualification criteria, such as the borrower's minimum income to qualify for the personal loan product. Finally, create qualification procedure expression sets that execute qualification rules on the personal loan product through the context definition.

             
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