Create attributes for your financial products to specify the maximum and minimum amount for a loan or lease, the validity of the offer, and the duration of a loan or lease. When customers and agents apply for a loan or lease, these attributes are displayed as options for selection and are also used to calculate the offers. Additionally, create a product attribute to specify the Omniscript name that’s used by the application to launch a guided flow during the application intake process for agents and customers.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create attribute definitions: | Product Catalog Management Designer permission set |
Here are the attribute definitions and their corresponding fields and values.
Note The Name and API Name fields for each attribute are used in the Omniscript-based guided
intake flow for an application. You must specify the Name and API Name field values as
mentioned in the table and you can't provide custom values for these fields.
| Attribute | Field | Value |
|---|---|---|
| Loan Term | Name | LoanTerm |
| Label | Loan Term | |
| API Name | LoanTerm | |
| Data Type | Picklist | |
| Picklist | LoanTermPicklist | |
| Maximum Loan Amount | Name | MaxLoanAmount |
| Label | Maximum Loan Amount | |
| API Name | MaxLoanAmount | |
| Data Type | Currency | |
| Default Value | 10,00,000 | |
| Minimum Loan Amount | Name | MinLoanAmount |
| Label | Minimum Loan Amount | |
| API Name | MinLoanAmount | |
| Data Type | Currency | |
| Default Value | 5,000 | |
| Loan Offer Validity | Name | OfferValidPeriod |
| Label | Loan Offer Validity | |
| API Name | OfferValidPeriod | |
| Data Type | Number | |
| Omniscript Name | Name | OmniScriptName |
| Label | Omniscript Name | |
| API Name | OmniScriptName | |
| Data Type | Text |
- From the App Launcher select Product Catalog Management, and then click Attribute Definitions.
- From the Attribute Definitions list view, click New.
- Enter the field values as specified in the table.
- Mark the attribute as active.
- Save your changes.
- Repeat the steps for all the definitions specified in the table.