Configure Dynamic Picklist Values for Retail Deposit Account Origination
Configure dynamic picklist values for key entities to control the options that applicants see in dropdown fields. This configuration ensures that the intake Omniscript displays accurate, localized, and product-appropriate choices at each step of the deposit account opening process.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To activate the picklist values: | Customize Application |
| To configure dynamic picklist values: | Digital Lending permission set |
- From Setup, click Object Manager.
- Select the object that you want to update. For example, select Application Form.
- Click Fields & Relationships.
- Click the name of the field that you want to modify, such as Type.
- In the Values section, click New.
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Enter the picklist values, with each value on its own line.
- For the Application Form Type field, enter DepositOrigination.
- For the Applicant Role field, enter Primary Applicant and Co-Applicant.
- For the Applicant Salutation field, enter Mr. and Mrs..
- For Party Profile fields (Country of Birth, BusinessEntityCtryofInc, BusinessEntityCtryofRgstr, and CountryOfDomicile), enter a value, such as India, USA, or UK.
- For the Party Profile Nationality field, enter a value, such as Indian, American, or British.
- Save your changes.
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Repeat these steps for each object and field in the mapping table.
Object Field Values Application Form Type DepositOrigination Applicant Role Primary Applicant, Co-Applicant Party Profile Country of Birth India, USA, UK Party Profile Nationality Indian, American, British Applicant Salutation Mr., Mrs., Ms. Party Profile Taxpayer Identification Type Taxpayer Identification Number, SSN Applicant Phone Type Home, Mobile Person Employment Employment Type Full-Time, Part-Time, Self-Employed, Contract, Temporary Person Employment Worker Type Salaried, Hourly Party Income Income Frequency One Time, Weekly, Monthly, Yearly Party Income Income Type Salary, Commission, Fees, Rent, Bonus, Interest Income, Dividend Party Expense Type Medical Prescriptions and Expenses, Health and Hospitalization Insurance Premiums, Child Care, Spousal Support, Child Support, Garnishments, Representative Payee, Reimbursement, Utilities, Food & Dining, Debt Party Expense Recurrence Interval One Time, Weekly, Bi-Weekly, Monthly, Yearly Party Fund Source Expected Transfer Frequency Daily, Weekly, Monthly, Yearly
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