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.
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 Business Rules Engine Expression Sets.
In this example, create expression sets that execute the qualification rules on the personal loan product through the context definition. Create one expression set for agent-based qualification and another for customer community user-based qualification.
- From the App Launcher, find and select Business Rules Engine.
- From the navigation bar, select Expression Sets.
- Click New.
-
Enter the expression set details:
Field Value Name AAEProductQualification Usage Type Product Qualification Context Definition LendingProductDiscoveryContext - Click Save.
- To open the version in Expression Set Builder, from the Expression Set Versions area, click AAEProductQualification expression set.
- Click the Add icon in the expression set builder canvas, and then select Evaluate Qualification element.
-
In Lookup Table Details, enter and select ProductQualificationDT
decision table you created in the Create a Decision Table to Evaluate Product Qualifications
topic.
When you configured the Decision Table you selected input and output. Input values are listed as Input Parameters, output values are listed as Output Parameters.
- Enter the input parameter element details.
- Enter the output parameter element details.
- In the expression set builder side bar, click the Expression Set Properties gear icon.
- In the Rank field, enter the order that you want the qualification rule to execute.
- In the expression set builder side bar, click the Element Details icon.
- Select Include in Output.
- Save and activate the expression set.
- Complete the steps for SSEProductQualification to create the User (Person Account) Qualification Procedure Expression Set.
-
Enter the expression set details:
Field Value Name SSEProductQualification Usage Type Product Qualification Context Definition LendingProductDiscoveryContext
