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Stage Management Plan for Digital Lending—India

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Stage Management Plan for Digital Lending—India

Use Stage Management to streamline the stage transition process for objects used in the loan origination business workflow. There are multiple objects, such as Applicant, Application Form, and Party Profile involved in a loan origination workflow.  With Stage Management, create  stage definitions, the criteria for the business process to move from one stage to another, and the steps to be performed when the business process moves to a particular stage.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
  • Example: Stage Management Plan for Party Profile
    Define the stages for the Party Profile object. Use Stage Management to configure when and how you want a party profile record to move from one stage to another. Define the steps to be performed when a party profile record moves to a particular stage.
  • Example: Stage Management Plan for Applicant
    Define the stages for the Applicant object. Use Stage Management to configure when and how you want an applicant record to move from one stage to another. Define the steps to be performed when an applicant record moves to a particular stage.
  • Example: Stage Management Plan for Application Form
    Define the stages for the Application Form object. Use Stage Management to configure when and how you want an application form record to move from one stage to another. Define the steps to be performed when an application form record moves to a particular stage.
  • Add the Record Stage Overview Lightning Component to Record Pages
    Give your users a comprehensive view of the stages and the steps to be performed in each phase of the loan origination business workflow. 
 
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