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            Create a Stage Management Configuration for Applicant Stages

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

            Create a Stage Management Configuration for Applicant Stages

            Use integration definitions, prebuilt flows, Omniscripts, and Stage Management to set up an efficient process to manage the stages of an applicant record in a loan origination workflow.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create a stage management configuration for Applicant stages:

            Stage Management Design User

            AND

            Stage Management User

            AND

            Financial Services Cloud Standard

            OR Financial Services Cloud Extension OR

            FSC Sales OR FSC Service OR FSC Sales and Service
            To clone and activate flows: Manage Flow
            To clone and update Omniscripts: OmniStudio Admin
            To add picklist values for the Stage field in the Applicant object:

            Customize Application

            AND

            Financial Services Cloud Standard

            OR Financial Services Cloud Extension OR

            FSC Sales OR FSC Service OR FSC Sales and Service

            Before you begin:

            1. Create a stage definition with Applicant as the reference object and Stage as the reference object field.
              To know more about how to create stage definitions, see Create a Stage Definition.
            2. Add transition stages.
              1. Select the stage definition that you created.
              2. Add the transition stages as shown in the table. 
                To know more about how to add transition stages, see Set Up Stage Transitions.
                Transition From Stage Transition To Stage
                In Review Evaluation
                Evaluation Document Validation
                In Review
                Document Validation Risk Assessment
                Risk Assessment Approved
                On Hold
                Approved
                On Hold Rejected
                Document Validation
                Risk Assessment
                Approved
              3. Save your changes.
            3. Set up stage transitions and step definitions for the party profile stages as shown in Example: Stage Management Plan for Applicant.
              To know more about how to set up stage transitions and add step definitions, see Set Up Stage Transitions and Add Step Definitions.
            4. Activate the stage definition.
             
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            Salesforce Help | Article