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Set Up and Maintain Net Zero Cloud
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            How Independent Software Vendors Configure Disclosures

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            How Independent Software Vendors Configure Disclosures

            Independent software vendors (ISVs) can create questions in Discovery Framework and configure a guided process in Omnistudio to store responses and generate disclosures.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Permission Set Needed
            To create questionnaire and Omnistudio form: Omnistudio Admin
            To create packages: Create AppExchange Packages

            Here's an image that shows the high-level steps how the ISVs configure disclosures.

            ISV flow for Disclosure and Compliance Hub

            1. Configure interest tags to manage commonly used responses or clauses in a central location for easy search and associations. See Configure Interest Tags to Tag your Disclosure Questions and Responses.
            2. Define questions, question sets, and use them to form questionnaires in Discovery Framework. See Manage Disclosure Questionnaire Information Using Discovery Framework.
              Define the general flow of how data is collected through questionnaires using Omnistudio. See Omnistudio. Map quantitative responses from records in your org using Omnistudio Data Mappers and integration procedures. See Omnistudio Integration Procedures.
            3. Define the structure, content, and format of generated disclosure documents. See Define Disclosure Document Generation.
            4. Set up disclosure metadata to bind the common components and the Omniscript that must be launched. See Set Up Disclosure Metadata.
            5. Package disclosure questions, flows, and disclosure metadata to distribute to users. See Package the Disclosures for Distribution.
             
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