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            Digital Lending Data Model

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            3. Financial Services Cloud Admin Guide

            Digital Lending Data Model

            Configure a digital lending lifecycle to streamline loan applications for clients, relationship managers, and underwriters. Consolidate data and verification results into a unified workbench to accelerate decision-making and reduce manual overhead.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            Digital Lending Data Model Diagram

            Your customers can apply for a loan during a time that’s convenient for them by using Digital Lending self-serve experience. An easy-to-configure Experience Cloud template supports the self-serve channel loan application experience to meet the needs of your clients. To show categories, products, and product attributes in Experience Cloud, use Product Catalog Management. To determine the categories and products that an applicant sees based on their Account context, and determine applicant loan eligibility, create product qualification rules. The seamless process with automated checks help users complete a loan application quickly and easily.

            Digital Lending agent-assisted application experience provides your relationship managers and loan officers with a seamless loan application process. Show a banker the loan products that the applicant is eligible for by creating loan products, catalogs, attributes, classifications, and rules by using Product Catalog Management. Guide bankers through the loan application process, show contextual information, and provide access to relevant tasks by using OmniStudio components and Stage Management.

            Give underwriters easy access to loan application details to make informed decisions by using Underwriter Workbench. The underwriters can get a consolidated view of a submitted loan application on the application form product record page. They can view and edit assets, liabilities, and collateral details, assign action items, confirm pricing, verify integration results, such as Know Your Customer and credit checks, and approve or reject an application, or send it for higher level approvals.

            To configure settings, features, components, and a data model to create an end-to-end example of Digital Lending implementation, complete the steps documented in Set Up and Manage Digital Lending. Or, download and implement a GitHub repository of sample data to leverage the data model and processes, and configure settings, features, and components to create an end-to-end Digital Lending implementation. The repository provides a set of setup business and metadata to help you accelerate your implementation of Digital Lending.

             
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