Custom Picklist Values for Vehicle and Asset Lending

Give the best experience to underwriters, agents, applicants, and dealers by making sure you configure picklist values for certain fields on the objects related to Vehicle and Asset Lending before you use the features.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Object	Field	Examples
Party Profile	Primary IdentificationType	Driving License Government ID Passport
Party Profile	TaxpayerIdentificationType	SSN Taxpayer Identification Number
Party Profile	Nationality	India UK USA
Party Profile	Employment Type	Full-Time Temporary Unemployed
Party Income	Income Type	Salary Commission Rent
Party Profile Address	Address Type	Shipping Billing Temporary
Party Expense	Type	Housing Transportation Child Support Entertainment
Term	Type	Additional Details Product Selection Documents Required
Term	Subtype	Adding other applicants Modifying the duration of the loan or lease
Product Fee	Type	Prepayment Penalty Late Payment Closing Fee Origination Fee
Party Financial Asset	Type	Vehicle Asset
Party Financial Asset	Ownership Type	Owned Leased Loaned
Application Form Product Proposal	Selected By	Applicant Lender Applicant And Lender Applicant Revised
Application Form Product Proposal	Interest Rate Type	Fixed Variable
Application Form	Intake Channel Type	Submitted Online Generated By Dealer
Application Form	Tier Type	Gold Silver Platinum

Note Make sure you use the API names of the picklists when you import the values using Metadata API.