Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Decision Matrix Set

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Decision Matrix Set

            Create a decision matrix and add your address update service process name and document types. The Address Update Service process uses the Business Rules Engine to create rules using decision matrices and expression sets to show a list of valid document types that a user can select. Document types are a list of supporting documentation that a user can request from a client to validate the client’s new address.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects Read, Create, Edit, Delete, View All Records

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension OR FSC Service

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Address Update service process:

            Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine

            Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete

            Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard

            A decision matrix matches the input values to a table row and returns the row's output values. The GetAllDocuemntTypesIP Integration Procedure in the FSCAddressUpdate/CreateRequest OmniScript reads the table values. It shows users as picklist values in the Document Type field on the FSCCaseDetailsServiceCatalogRequest FlexCard on the Person Account record page.

            1. From the App Launcher, find and select Business Rules Engine.
            2. In the OmniStudio app, from the navigation bar, select Lookup Tables.
            3. Click New.
            4. Click Decision Matrix, and then click Next.
            5. Enter the Name GetAllRequiredDocumentTypes. For Type, select Standard. Then click Save.
              New decision matrix
            6. Click the Related tab.
            7. In the Decision Matrix Versions, click the name of the decision matrix.
            8. Click Add Column.
              1. In the Column Header enter ProcessName.
              2. For Header Type, select Input.
              3. For Data Type select Text.
              4. Click Done.
            9. Click Add Column.
              1. In the Column Header enter DocumentTypes.
              2. For Header Type select Output.
              3. For Data Type, select Text.
              4. Click Done.
            10. Click Add Row.
            11. Click the edit icon in the ProcessName box.
              1. Enter the value of your Service Process Definition API Name from the Create an Address Update service process. Press Enter to confirm the name.
            12. Click the edit icon in the DocumentTypes box.
              1. In a comma-separated list, enter the document types you created in Create Document Types. Press Enter to confirm the list.
                Banking decision matrix
            13. Click Save.
            14. To activate the decision matrix, click Activate.

            See Also

             
            Loading
            Salesforce Help | Article