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Turn On Digital Origination Initial Setup

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Turn On Digital Origination Initial Setup

To help your lending teams work with loan origination tools, set up Digital Origination with Digital Origination Initial Setup.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions
  1. From the gear menu, select Salesforce Go, and then search for Digital Origination Initial Setup on the Salesforce Go Home page.
  2. Click Get Started.
  3. Turn on Digital Origination Initial Setup.

Wait for a few seconds to get all actions marked with a green check, then proceed with the next steps.

When you turn on Digital Origination Initial Setup, these configurations are automatically created for you.

  • Digital Origination is turned on.
  • Know Your Customer is turned on.
  • Discovery Framework is turned on.
  • These objects are turned on:
    • Identity Document
    • Party Identity Verification
    • Party Profile Address
    • Party Profile Risk
    • Party Screening Summary
    • Party Credit Profile
    • Party Expense
    • Party Income
    • Person Employment
    • Party Financial Asset
    • Party Financial Liability
  • Import or Export is turned on.
 
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