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            De Help van Salesforce volledig doorzoeken
            De Help van Salesforce volledig doorzoeken
            Create Authorization Form Text Records for Loan Products

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create Authorization Form Text Records for Loan Products

            Standardize the language used in authorization forms by using authorization form text. Make sure to state disclosures clearly so that applicants can easily understand and agree to the loan terms.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From the App Launcher, find and select Authorization Form Text.
            2. Click New, and enter the authorization form text details.
              1. Enter a name for the authorization form text record for a home loan product.
                For example, Home Loan Auth Text.
              2. Select the authorization form record that you created for the home loan product.
              3. In Detail Authorization Form Text, enter the authorization language that aligns with your business needs for taking the consent for a home loan product.

                Here’s a sample authorization form text.

                By signing below, I authorize the use of my identity verification data solely for the purpose of processing my home loan application. I understand that this data may include personal information and consent to its use by the authorized parties involved in the loan approval process.

              4. Select a locale.
              5. Select Is Active.
              6. Save your changes.
            3. Similarly, create authorization form text records for the other loan products that you offer.
              For example, if you offer a personal loan, auto loan two wheeler, and auto loan four wheeler, then create a data use purpose record for each loan product.
            Note
            Note If you are using Aadhaar authentication with OTP and doing a credit pull, it is recommended that you mention your authorization for the same to be done while creating the record for the authorization form text.

            Authorization form text stores the language to be shown to the loan applicants when you ask for their consent. After you create the authorization form text records, link them with their respective authorization form records.

            See Also

             
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