---
schema_version: "1"
id: 1a90abd4f0954b0a6600251ad5374b78881f24a462d8067be465427f9e2ebdcc
title: Map Document Types to Applicants for Vehicle and Asset Lending
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_lending_setup_document_decision_matrix.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_document_decision_matrix.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 83991ae2a72cf089660532a1915923a754b7a03da4214007f5569beb904618f9
description: Create a decision matrix to map document types to the different types of applicants for a vehicle loan or lease application. The decision matrix determines the types of document types that applicants are required to upload during the intake process. For example, map driving license and bank statements to primary applicants and co-applicants for a vehicle loan.
products:
  - Automotive
release: "264"
---
# Map Document Types to Applicants for Vehicle and Asset Lending

Create a decision matrix to map document types to the different types of applicants for a vehicle loan or lease application. The decision matrix determines the types of document types that applicants are required to upload during the intake process. For example, map driving license and bank statements to primary applicants and co-applicants for a vehicle loan.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d59322e63">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d59322e63 ">To create a decision matrix:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d59322e63 ">
              <p>Rule Engine Designer</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Product Catalog Management Designer</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d59322e63 ">To run a decision matrix:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d59322e63 ">
              <p style="margin-bottom:0;">Product Catalog Management Viewer</p>
            </td>

          </tr>
        </tbody>
      </table>

Enable Business Rules Engine in your org.

1. From the App Launcher, find and select **Lookup Tables**.
2. Click **New**.
3. Select **Decision Matrix**, and then click **Next**.
4. Enter LendingDocumentTypes as the name.
5. Select Standard as the type.
6. Save your changes.
7. Go to the Related tab.
8. On the Decision Matrix Versions tab, click on the **LendingDocumentTypes V1** version.
9. Click **Add Column** and provide these values.
    1. For Column Header, enter productId.
    2. For Type, select **Input**.
    3. For Data Type, select **Text**.
10. Click **Add Column** and provide these values.
    1. For Column Header, enter applicantType.
    2. For Type, select **Input**.
    3. For Data Type, select **Text**.
11. click **Add Column** and provide these values.
    1. For Column Header, enter level.
    2. For Type, select **Input**.
    3. For Data Type, select **Text**.
12. Click **Add Column** and provide these values.
    1. For Column Header, enter docTypeLabel.
    2. For Type, select **Output**.
    3. For Data Type, select **Text**.
13. Click **Done**.
14. Save your changes.
15. Click **Add Row**.
16. Enter the details.
    
    Here is an example of a sample record.
    
       
    | ProductId | ApplicantType | Level | DocTypeLabel |
    | --- | --- | --- | --- |
    | ID of the vehicle loan or lease financial product record. See [Create Financial Products for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_products.htm&type=5&language=en_US). | Co-Applicant | ApplicationFormProduct | API name of a document type. See [Create Document Types for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_document_types.htm&type=5&language=en_US). |
    | ID of the vehicle loan or lease financial product record. See [Create Financial Products for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_products.htm&type=5&language=en_US). | Primary Applicant | ApplicationFormProduct | API name of a document type. See [Create Document Types for Vehicle and Asset Lending](https://help.salesforce.com/s/articleView?id=ind.auto_finance_lending_setup_create_document_types.htm&type=5&language=en_US). |
17. Add more rows for other combinations of products and document types.
18. Save your changes.
19. Click **Activate**.