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            Request Loan Payoff

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            3. Automotive Cloud

            Request Loan Payoff

            Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To assign permission sets to users:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To turn on MuleSoft Integration, create integration definitions, clone the Omniscripts and flows: Customize Application
            To create service process:
            To submit a request for Loan Payoff Statement:
            To activate and deactivate flows: Manage flow
            Important
            Important The topics linked in this document explain how Service Processes work with Financial Services Cloud. But you can refer to the topics to follow the steps to create and customize the service processes with a few configurations specific to Automotive Cloud. Make sure to only assign the permissions specified in this document for Automotive Cloud.
            1. Assign permissions to users.
              1. From Setup, in the Quick Find box, enter Users, and then click Users.
              2. Select a user.
              3. In Permission Set License Assignments, click Edit Assignments.
              4. Select the Industries Service Process, Industry Service Excellence, Omnistudio User, Omnistudio Admin, and Vehicle And Asset Finance Foundation permissions.
              5. Save your changes.
            2. Enable person accounts and add email to the person account layout.
            3. Update the Account and Financial Account page layouts with the Source System ID field.
              1. In Setup click Object Manager.
              2. In the search box, enter and select Financial Account.
              3. Click Page Layouts and select Financial Account Layout.
              4. In the Quick Find box, enter Source System ID.
              5. Drag the Source System ID field to the Information pane.
              6. Save your changes.
              7. Repeat the above steps for the Account object.
            4. Connect to MuleSoft.
            5. Enable Integrations.
              1. In Setup, find and select MuleSoft Direct.
              2. On the Integrations Setup page, in the Available Assets area, from the list of available integrations, go to Auto Service Process and then click Enable.
              3. Enter a display name for the integration
                A display name is how you want the enabled integration instance to be referenced in a Salesforce org.
              4. Enter the application name.
                Make sure that the app name is unique to your MuleSoft instance.
              5. Select the business group that you want to enable the integration for.
              6. Select the environment where you want to enable the integration.
              7. Select the deployment target where you want to deploy the integration.
              8. Click Next.
              9. Select None.
              10. Click Submit.

                After submission, it takes some time to create the integration for Auto Service Process. After the instance is created, copy the named credential.

            6. Create an integration definition.
              1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
              2. Click + New.
              3. Select Apex Defined as the integration definition type.
              4. Enter FSC_RequestLoanPayoffStatement as the name and developer name of the definition.
              5. Find and select the auto_fsc_common_service_processes.AssetFinLoanPyofStmtRqstIntegPrvd Apex class.
              6. Confirm that the attribute value is FSC_fsc_integrations_V1_0_0.
                The Attribute Name and Attribute Value fields are automatically populated. To point to a different Named Credential, enter an attribute name and attribute value.
              7. Save and activate the definition.
            7. Clone the Omniscript for the Request Loan Payoff Statement Service Process.
              1. From the App Launcher, find and select Omniscripts.
              2. Select FSC/RequestLoanPayoffStatement.
              3. Click New Version.
              4. Click Activate Version.
            8. Clone the Request Loan Payoff Statement orchestration.
            9. Create an Apex Class for Request Loan Payoff Statement Service Process.
            10. Incorporate Your Company Logo in Request Loan Payoff Statement Service Process Communications.
            11. Create a Request Loan Payoff Statement Service Process from a Template.
              Make sure the API name of the service process is the same as the one used in the respective Omniscript's svcCatalogItemDefApiName element in the CreateCase Remote Action properties.
            12. Add Data Attributes for the Request Loan Payoff Statement Service Process.
            13. Create a Request Loan Payoff Statement Action.
            14. Follow the task steps in Add the Action to the Account Page for the Request Loan Payoff Statement Service Process to add your action to Action Launcher.
              1. For step 6, select the action you created in step 10 of this topic.
            15. Configure state and country picklists for Request Loan Payoff service process.
            16. Enable field-level security for the Case Source field on the case object.
              1. In Setup click Object Manager.
              2. In the search box, enter and select Case.
              3. Click Fields & Relationships, search for and select Case Source.
              4. Click Set Field-Level Security.
              5. For the desired profiles, check the "Visible" checkbox to make the field visible or uncheck it to hide the field.
              6. Save your changes.
            17. Add the Case Details component to the Case record page.
              1. Open any Case record, and from its Setup, click Edit Page.
              2. From the Components panel, drag and drop the Case Details component onto the page.
              3. Save your changes and activate the page.
            18. Submit a Loan Payoff Statement Request.
              1. On the customer’s Person Account record page, in Action Launcher, select the action for requesting a Loan Payoff Statement.
              2. Select a loan account and the loan payoff date.
              3. Review the loan details, such as the principal, interest, fee, penalty, and total payoff amount.
              4. Select the mode of delivery for the Loan Payoff Statement.
              5. If you select Post as the mode of delivery, then select a shipping method and a shipping address.
              6. Review the details, and then submit the request.
                A case is created in Salesforce for the submitted loan payoff statement request.
             
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