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            Set Up Deviations for Loan Products

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

            Set Up Deviations for Loan Products

            Create the deviations applicable for loan products so that your underwriters can review and offer tailored loan products that better match an applicant’s profile.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To activate picklist values Customize Application

            If an applicant’s credit score is 680 but the minimum credit score required for a loan product is 700, then your underwriters can create a credit deviation and qualify the applicant for the loan based on the applicant’s stable income, savings, and good repayment history.

            Create a deviation record for each type of deviation that you want to offer. For example, if you offer deviations such as loan to value, debt to income, credit, and sanction terms, create a deviation record for each deviation type.

            1. Add the picklist values.
              When you create deviation records for loan products, you must specify the type of deviation. Add the picklist values for Type.
              1. From the object management settings for deviations, go to Fields & Relationships.
              2. In the Quick Find box, enter Type, and then select Type.
              3. In the Picklist Values for Type section, click New.
              4. Add the picklist values.
                For example, you can add Loan to Value, Debt to Income, Credit, and Sanction Terms as the picklist values.
              5. Save your changes.
            2. Create deviations.
              1. From the App Launcher, find and select Deviations.
              2. Click New and enter the deviation details.
              3. To activate the deviation, select Active.
              4. To add another deviation, click Save & New or to finish, click Save.
              Your underwriters can associate the deviation records with a loan product when they create application form product deviations.
             
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