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            Set Up Decision Matrices to Map an Application Form to an Assessment Type

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            Set Up Decision Matrices to Map an Application Form to an Assessment Type

            Set up a Decision matrix and then build an expression set to automate the process of mapping an Application Form to an Assessment Type based on the Application Form Product selected by the applicant.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To create, update, and delete expression sets: Rule Engine Designer
            To use decision tables in Business Rules Engine: Rules Engine Runtime

            Mapping of assessment type to application form can be useful if you created multiple assessments for multiple products. Add an OmniScript component for each assessment and make them visible on the Assessments tab based on the assessment type field value.

            1. From the App Launcher, find and select Business Rules Engine.
            2. From the app navigation menu, select Lookup Tables.
            3. Click New.
            4. Select Decision Matrix and click Next.
            5. For Name, enter Application Assessment Map, and for Type, select Standard.
            6. Save your work.
            7. On the record page for your new decision matrix, on the Related tab, click version 1 of the matrix.
            8. Add columns to define your input and output data.
              The input data includes the product that you set up and the output data is the assessment type for each product. Here’s a sample decision matrix for mapping an application form to an assessment type:
              Input Data Output Data
              ApplicationType (Text) AssessmentType (Text)
              Checkings Account Checkings Account
              Savings Account Savings Account
            9. Save and activate your decision matrix.

            After you create the decision matrix, reference it from the Application Assessment Mapping expression set template. The flow with the label, Onboarding: Create Assessments, calls this expression set during the onboarding process to determine which assessment to attach to the applicant.

             
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