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            Create a Decision Table for Payment Plan Mapping

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            Create a Decision Table for Payment Plan Mapping

            Create a decision table by using the predefined template. The decision table helps you to map payment plan types according to your customer's financial account types and debt situation. Create a CSV file with the financial account type to payment plan type mapping details. Add this CSV file to the decision table.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To create, edit, and activate a decision table: Rule Engine Designer
            To run decision tables:

            Rule Engine Designer

            OR

            Rule Engine Runtime

            Here’s an example table that shows the mapping between financial account types and payment plan types. Create a CSV file based on your business requirements to detail this mapping. Then, create a decision table and add the CSV data to it.

            Financial Account Type

            Payment Plan Type
            Home Loan Monthly Payment Plan : 6-months schedule
            Home Loan Monthly Payment Plan : 12-months schedule
            Mortgage Account Bi-weekly Payment Plan: 6 months
            Mortgage Account Monthly Payment Plan: 18 months
            Credit Card One-time lump sum payment
            Credit Card Monthly Payment Plan: 3 months
            1. Create a decision table by using the MapPaymentPlans template.
              When you create a decision table, specify these values.
              • Select Decision Table as the lookup table type.
              • Specify FAPaymentPlanMapping as the decision table name. If you plan to change this name, make sure to update the name in the prebuilt expression set template that references this decision table.
              • Select application usage type as Default.
              • Select decision table type as Advanced.
              • Select the MapPaymentPlans template.
            2. Add the CSV file to the decision table that you created earlier.
              Make sure that the CSV file has an input column that is named as FinancialAccountType, and the output column that is named as PaymentPlans.
            3. Activate the decision table.
             
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