Set Up Digital Lending
Set up the foundation for Digital Lending. Assign permissions, turn on features, configure prerequisites, and deploy sample data and OmniStudio resources.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
- Assign Digital Lending Permissions
Assign Digital Lending permission sets to the users who set up Digital Lending. - Enable Digital Lending
Turn on Digital Lending to grant access to Digital Lending assets and data model. - Enable Know Your Customer for Digital Lending
Use the Know Your Customer (KYC) data model to store information collected from a party during a KYC process. - Customize the Co-Applicant Application
Customize the Role picklist values on the co-applicant screen. Use Apex Class to remove the picklist value Primary. - Deploy Discovery Framework Sample Template for Digital Lending
Build a loan application process by using the Discovery Framework sample template for Digital Lending. Customize prebuilt components to capture essential data for both secured and unsecured loan applications. The assessment questions within the template integrate into Omnistudio to provide a guided user experience within your custom sites or apps. - Enable Associated Object Access for Digital Lending
Turn on access to associated records for Identity Document, Party Identity Verification, Party Profile Address, Party Profile Risk, and Party Screening Summary objects. - Digital Lending Data Model
The Digital Lending data model defines the objects and relationships that support the loan origination lifecycle, from applicant intake through underwriting and contract generation. - Download and Implement Digital Lending Sample Data
Implement the Digital Lending Sample Data stored in the GitHub repository. A GitHub repository (sometimes called a repo for short) stores project work files — code, text, images, and so on. - Digital Lending Billable Usage Types
Usage of certain Digital Lending features impacts your event credit consumption. For more information on how usage is billed, refer to your contract or contact your account executive. - Use Omnistudio with Digital Lending for Financial Services Cloud
Get ready to use Omnistudio with Digital Lending for Financial Services Cloud.
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