Create a flow from a predefined template that triggers an action item to share an offer
for review with an application form product participant such as the customer, dealer, or
underwriter. When an underwriter selects a proposal as final, they can use the screen flow
embedded in the underwriter’s console to quickly assign an action item to a participant. The
participant can be a dealer, another underwriter, or the customer who applied. The participant is
notified by email when the proposal is shared by them and they can analyze it further and take a
decision on the offer.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To access the flow templates for Digital Lending: |
Vehicle and Asset Lending permission set |
| To run flows: |
Run Flows General User Permission |
The Digital Lending: Evaluate Review Offer Action Item orchestrator flow contains these flows.
When you clone the parent flow, the child flows get cloned and ready for use automatically.
- The Digital Lending: Assign Application Action Item flow is a screen flow that allows the
underwriter to create and assign an application action item.
- Digital Lending: Get Username flow is a autolaunched flow that gets the username of the
participant selected by the underwriter.
- The Digital Lending: Review Offer flow is a screen flow that retrieves the application form
product proposal record details and displays it for the participant. The participant can use
the Work Guide to approve or reject the offer.
-
In Setup, in the Quick Find box, enter Flows, and then select
Flows.
-
Click New Flow.
-
Search for and select Digital Lending: Evaluate Review Offer Action
Item.
-
Save your changes and enter a unique orchestration label, such as Evaluate
Review Offer Action Item for Vehicle Loans and Leases.
-
Enter a unique orchestration API name.
-
Save and activate the flow.
