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Create a Stage Management Configuration for Application Form Record Stages

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Create a Stage Management Configuration for Application Form Record Stages

Use integration definitions, prebuilt flows, Omniscripts, and Stage Management to set up an efficient process to manage the stages of an application form 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 Application Form 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
      Initiated Intake
      Submitted
      Intake In Progress
      Submitted
      In Progress Submitted
      Submitted In Review
      In Review Detailed Data Entry
      Underwriting
      Detailed Data Entry In Review
      Underwriting
      Underwriting Approved
      Rejected
      On Hold
      On Hold Approved
      Rejected
      Approved Operations
      Operations Book to Core
    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 Application Form.
    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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