Create a decision table by using the predefined template. The decision table helps you to map payment plan types according to your customer's financial account types and debt situation. Create a CSV file with the financial account type to payment plan type mapping details. Add this CSV file to the decision table.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To create, edit, and activate a decision table: | Rule Engine Designer |
| To run decision tables: |
Rule Engine Designer OR Rule Engine Runtime |
Here’s an example table that shows the mapping between financial account types and payment plan types. Create a CSV file based on your business requirements to detail this mapping. Then, create a decision table and add the CSV data to it.
|
Financial Account Type |
Payment Plan Type |
|---|---|
| Home Loan | Monthly Payment Plan : 6-months schedule |
| Home Loan | Monthly Payment Plan : 12-months schedule |
| Mortgage Account | Bi-weekly Payment Plan: 6 months |
| Mortgage Account | Monthly Payment Plan: 18 months |
| Credit Card | One-time lump sum payment |
| Credit Card | Monthly Payment Plan: 3 months |
-
Create a decision table by using the MapPaymentPlans
template.
When you create a decision table, specify these values.
- Select Decision Table as the lookup table type.
- Specify FAPaymentPlanMapping as the decision table name. If you plan to change this name, make sure to update the name in the prebuilt expression set template that references this decision table.
- Select application usage type as Default.
- Select decision table type as Advanced.
- Select the MapPaymentPlans template.
-
Add the CSV file to the decision table that you created
earlier.
Make sure that the CSV file has an input column that is named as FinancialAccountType, and the output column that is named as PaymentPlans.
- Activate the decision table.