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            Create Authorization Form Records for Loan Products

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create Authorization Form Records for Loan Products

            Obtain explicit consent from a loan applicant to collect and use their personal data.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From the App Launcher, find and select Authorization Form.
            2. Click New and enter the authorization form details.
              1. Enter a name for the authorization form record for the home loan product.
                For example, enter Disclose Authorization Form for Home Loan.
              2. In Default Auth Form Text, select the authorization form text record that you created for the home loan product.
              3. Save your changes.
            3. Similarly, create an authorization form record for the other loan products for which you must obtain the applicant’s consent.
              For example, to obtain an applicant’s consent for a personal loan and an auto loan, create authorization form records for these loan products.
             
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            Salesforce Help | Article