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Create a Decision Matrix to Configure Document Upload for Retail Deposit Account Origination

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Create a Decision Matrix to Configure Document Upload for Retail Deposit Account Origination

Create the LendingDocumentTypes decision matrix to automatically determine which supporting documents a primary applicant or co-applicant must upload based on the selected deposit account product. This matrix eliminates manual document checklist management and ensures consistent compliance across all applications.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up Digital Lending: Digital Lending permission set
To create decision matrix:

Rule Engine Designer

AND

Product Catalog Management Designer
To run decision matrix:

Product Catalog Management Viewer
  1. Create three columns with these values:
    Column Header Header Type Data Type
    productId Input Text
    applicantType Input Text
    level Input Text
    docTypeLabel Output Text
  2. Add a row for each applicant type and product combination, and enter the corresponding document type label in the docTypeLabel column. For example, enter Driving_License or Passport.
  3. Save your changes and activate the decision matrix.
Note
Note The docTypeLabel output value must exactly match the document type names defined in the Document Category Document Type records.
 
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