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Define and Update Product Attributes for Digital Origination for Lending

Define and Update Product Attributes for Digital Origination for Lending

Attributes capture the characteristics or properties of products. Define details such as attribute name, label, and data type when creating an attribute. Create Minimum Loan Amount, Maximum Loan Amount, and LoanTerm attributes and update the OmniScript Name attribute.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To set up Digital Origination for Lending: Digital Lending permission set
To set up Product Catalog Management features and objects: Product Catalog Management Designer permission set
To view Product Catalog Management features and objects Product Catalog Management Viewer
  1. From the App Launcher select Product Catalog Management, and then click Attribute Definitions.
  2. From the Attribute Definitions list view, click New.
  3. In the New Attribute Definition screen, enter these field values:
    Field Value
    Name MinLoanAmount
    Label Minimum Loan Amount
    API Name MinLoanAmount
    Data Type Number
    Description Minimum loan amount.
  4. Click Save & New.
    Field Value
    Name LoanTerm
    Label Loan Term
    API Name LoanTerm
    Data Type Picklist
    Picklist LoanTerm
    Description Loan term.
    Active Select
  5. Click Save & New.
    Field Value
    Name MaxLoanAmount
    Label Maximum Loan Amount
    API Name MaxLoanAmount
    Data Type Number
    Description Maximum loan amount.
    Active Select
  6. Click Save.
 
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