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            Map Participant Group Access to Stages for Vehicle and Asset Lending

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            Map Participant Group Access to Stages for Vehicle and Asset Lending

            Create a decision matrix to map the read and write access levels of different participant groups to the Application Form, Application Form Product, and Party Profile records. The decision matrix is used to determine the level of access that must be granted to underwriters, dealers, agents, and applicants across various stages of the lifecycle for a vehicle loan or lease application.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a decision matrix: Rule Designer Admin permission set

            Enable Business Rules Engine in your org.

            1. From the App Launcher, find and select Lookup Tables.
            2. Click New.
            3. Select Decision Matrix, and then click Next.
            4. Enter a name.
              For example, enter Automotive_Lending_CDS_Config as the name.
            5. Select Standard as the type.
            6. Save your changes.
            7. Go to the Related tab.
            8. On the Decision Matrix Versions tab, select the Automotive_Lending_CDS_Config_V1 version.
            9. Click Add Column and provide these values.
              1. For Column Header, enter ApplicationFormProductStage.
              2. For Type, select Input.
              3. For Data Type, select Text.
            10. Click Add Column and provide these values.
              1. For Column Header, enter Underwriter_Access.
              2. For Type, select Output.
              3. For Data Type, select Text.
            11. Click Add Column and provide these values.
              1. For Column Header, enter Applicant_Agent_Access.
              2. For Type, select Output.
              3. For Data Type, select Text.
            12. Click Add Column and provide these values.
              1. For Column Header, enter Dealer_Access.
              2. For Type, select Output.
              3. For Data Type, select Text.
            13. Click Done.
            14. Save your changes.
            15. Click Add Row.
            16. Enter the details as provided in the table.
              ApplicationFormProductStage Underwriter_Access Applicant_Agent_Access Dealer_Access
              Approved ApplicationFormNoAccess,ApplicationFormProductNoAccess,PartyProfileNoAccess ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Auto Rejected ApplicationFormNoAccess,ApplicationFormProductNoAccess,PartyProfileNoAccess ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Awaiting Signature ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Book to Core ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Contract Generation ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Contract in review ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Customer Approved ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Customer Rejected ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              In Review ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Intake ApplicationFormNoAccess,ApplicationFormProductNoAccess,PartyProfileNoAccess ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Need More Info ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Signature Complete ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Submitted ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead
              Underwriter Approved ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
              Underwriter Rejected ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW ApplicationFormRead,ApplicationFormProductRead,PartyProfileRead ApplicationFormRW,ApplicationFormProductRW,PartyProfileRW
            17. Save your changes.
            18. Click Activate.
             
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