When customers or agents use the intake guided flow to submit an application for a loan
or a lease, they are shown the estimated monthly payment, interest rate, and repayment term based
on the information they provide. Use the predefined LendingProductProposalContext definition and
its context mapping in a pricing procedure that dynamically calculates the interest rate for a
proposal. The context definition nodes represent the typical proposal attributes such as stage,
term, interest rate, validity, and amount. The context mapping maps the attributes to the fields
of the Application Form Product Proposal object which stores the proposal details.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To clone context definitions: |
Context Service Admin |
Digital Lending, Vehicle and Asset Lending, and Context Definitions must be turned on
in your org.
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In Setup, in the quick find box, enter Context Definitions, and
select Context Definitions.
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On the Standard Definitions tab, click
for the LendingProductProposalContext record and
click Clone.
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Enter the name ApplicationFormProductProposal and save your changes.
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Go to the Custom Definitions tab and find the cloned
definition.
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On the Map Data tab, click , and click Edit SObject Mapping.
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Update the Mapping name from LendingProductProposalMapping to
ApplicationFormProductProposal and click Map.
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Go back to the Context Definition tab and click Activate.
You can extend the context definition and mapping to add more attributes as per your business
requirements.
