Create Authorization Form Data Use Records for Loan Products

Use the Authorization Form Data Use junction object to associate authorization form records with the data use purpose records.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Before you begin:

From the App Launcher, find and select Authorization Form Data Use.
Click New, and enter the authorization form data use details.
1. Enter a name for the authorization form data use record for the home loan product.
  For example, Home Loan Authorization Data Use.
2. Select an authorization form record that you created for the home loan product.
3. Select a data use purpose record that you created for the home loan product.
4. Save your changes.
Similarly, create an authorization form data use record for each authorization form that you want to associate with the data use purpose.