Determine the Relevant Authorization Form Text to Show in a Loan Application
Set up a decision matrix and then update an Omniscript to automate the process of retrieving and showing relevant authorization form language in a loan application based on the Application Form Product selected by the loan applicant.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create, update, and delete decision matrices and matrix versions: | Rule Engine Designer |
| To use decision tables in Business Rules Engine: | Rule Engine Runtime |
Before you begin, make sure that you create data use purpose, authorization form, authorization form text, and authorization form data use records for each loan product that you offer.
Decision matrices are lookup tables that contain user-defined input and output columns. The engine takes in inputs and then looks up the appropriate outputs. When a decision matrix element in an Omniscript calls a decision matrix, the engine locates the table row that matches the input values and returns the output value for that row.
- From the App Launcher, find and select Business Rules Engine.
- From the app navigation menu, select Lookup Tables.
- Click New.
- Select Decision Matrix, and click Next.
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Enter a name for the decision matrix.
For example, Data Use Purpose Map.Note the decision matrix name. Reference it from the GetDataUsePurposeforApplicationFormProduct decision matrix action element in the DigitalLendingIndiaDisclosureConsentInformation Omniscript.
- Select Standard as the type of matrix.
- Save your changes.
- On the record page of your new decision matrix, on the Related tab, click version 1 of the matrix.
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On the Matrix tab, create four columns with these settings.
Column Header Header Type Data Type productType Input Text applicantType Input Text level Input Text dataUsePurposeName Output Text - Click Done.
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Add rows and values that represent each loan product that you offer.
Here’s the sample input data and output data.
productType applicantType Level dataUsePurposeName Home Loan Primary Applicant ApplicationFormProduct Consent for Information Verification for Home Loan Personal Loan Primary Applicant ApplicationFormProduct Consent for Information Verification for Personal Loan Auto Loan Two-Wheeler Primary Applicant ApplicationFormProduct Consent for Information Verification for Auto Loan Two-Wheeler Auto Loan Four-Wheeler Primary Applicant ApplicationFormProduct Consent for Information Verification for Auto Loan Four-Wheeler productType is mapped to the Loan Type field of the Application Form Product object, applicantType is mapped to the Role field of the Applicant object, level is mapped to the Application Form Product object, and dataUsePurposeName is mapped to the name of the data use purpose record related to the loan product.
- Save your changes.
- Activate the decision matrix.
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Update the decision matrix name in the cloned version of the
DigitalLendingIndiaDisclosureConsentInformation
Omniscript
to the name of the decision matrix that you created earlier.
- From the App Launcher, find and select OmniStudio.
- In the Omnistudio app, from the navigation bar, select OmniScripts.
- Find and select DigitalLendingIndiaDisclosureConsentInformation.
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Open the highest version of the Omniscript.
If the Omniscript is active, deactivate it to make any changes.
- Select GetDataUsePurposeforApplicationFormProduct.
- Under Properties, expand Remote Properties.
- Select the decision matrix that you created earlier.
- Activate the Omniscript.
