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Deploy Discovery Framework Sample Template for Digital Origination for Lending

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Deploy Discovery Framework Sample Template for Digital Origination for Lending

Build a loan application process by using the Discovery Framework sample template for Digital Origination for Lending. Customize prebuilt components to capture essential data for both secured and unsecured loan applications. The assessment questions within the template integrate into Omnistudio to provide a guided user experience within your custom sites or apps.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions
User Permissions Needed
To deploy a Discovery Framework sample template:

Digital Lending permission set

Deploy the prebuilt templates for Digital Origination for Lending that add assessment questions, sample Omniscripts, Integration Procedures, and Data Mappers to your Salesforce org.

  1. From Setup, in the Quick Find box, enter Discovery Framework, and then under Discovery Framework, select General Settings.
  2. Turn on Import or Export and Sample templates.
  3. From Setup, find and select Discovery Framework Sample Templates.
  4. To see a list of the assessment questions, question sets, and Omnistudio components that are included in the template, next to Digital Lending, click View Details.
  5. Click Deploy.
    To check the progress, go to the Deployment Status page in Setup.

After deployment is complete, make sure you activate the Digital Origination for Lending artifacts deployed using the discovery framework sample template before using them in the loan origination process. The intake process creates assessments for primary applicants and captures information in records, such as party profile and application form.

 
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