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            Set Up Stage Transitions for Digital Lending

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            3. Financial Services Cloud Admin Guide

            Set Up Stage Transitions for Digital Lending

            Activate the Digital Lending Stage Management stage definition. Stage transitions specify the criteria and conditions to facilitate the transition between the business process stages. Use stage transition to configure the movement from one stage to another.

            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 Stage Management: Stage Management Design User
            To run Stage Management: Stage Management Design User
            To configure Compliant Data Sharing: Configure Compliant Data Sharing
            To run Compliant Data Sharing: Use Compliant Data Sharing
            1. Create stage transitions.
              1. From Setup, in the Quick Find box, enter Stage Management , and then select Stage Management.
              2. Select the stage definition that you created.
              3. In the Stage Management console, select the Intake stage, and then select + Add Stage Transition.
              4. In Transition To, select Submitted.
              5. Click Add.
              6. Similarly, add the transitions for the stages listed in this table.
                Stage Transition To
                Intake Submitted, Auto Rejected
                Submitted In Review, Need More Info, Auto Approved, Auto Rejected
                In Review Need More Info, UW Approved, UW Rejected
                UW Approved Customer Approved, Customer Rejected
                Auto Approve Customer Approved, Customer Rejected, Contract Generation
                Customer Approved Contract Generation
                Contract Generation Signature Complete
            2. Add transition rules.
              1. In the Stage Management console, select the Intake stage, and then select Submitted.
              2. Click Add Stage Transition Rules.
              3. Select Add Step Definitions, and then click Add.
              4. Click Add.
              5. Enter a name and a developer name.
              6. Select AutoLaunched Flow as the step type.
              7. Select Digital Lending Stage Management as the flow definition name.
              8. In Run As User, select Admin User.
              9. Click Add.
              10. Similarly, add a transition rule for the transitions listed in the table.
            3. Save and activate the Digital Lending Stage Management transitions.
             
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