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Create a Document Category Document Type for Retail Deposit Account Origination

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Create a Document Category Document Type for Retail Deposit Account Origination

Create Document Category Document Types to define the identity and supporting documents that applicants must upload during the deposit account opening process. Defining these types ensures that the document labels referenced in your decision matrix exactly match the records in your org, preventing upload errors.

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 configure qualification rules:

Rule Engine Designer

AND

Product Catalog Management Designer
To run qualification rules:

Product Catalog Management Viewer
  1. From the App Launcher, find and select Document Category Document Types.
  2. Click New.
  3. Enter a name for the document type. For example, enter Driving_License or Passport.
  4. Select the document category that applies to your deposit account product.
  5. Save your changes.
  6. Repeat these steps for each document type your applicants are required to upload.
 
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