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            Create a Stage Management Configuration for Application Form Record Stages

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

            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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