Design an orchestration process that determines and updates collection plan segments for collection plan records in bulk. Help collections managers create tailored collection strategies, mitigate credit risk, and prioritize collection efforts according to different segments.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To create an actionable event orchestration: |
Actionable Event Orchestration Designer AND Actionable Event Orchestration Runtime |
- From the App Launcher, find and select Business Rules Engine.
- From the app navigation menu, select Actionable Event Orchestrations.
- Click New.
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Specify the orchestration details.
- Provide a name.
- For actionable event type, find and select New Actionable Event Type. Specify an event type name and save the name.
- For actionable event subtype, select New Actionable Event Subtype. Specify a name for the subtype, and find and select the actionable event type that you created in the earlier step.
- Select Collection Plan as the usage type.
- Select ExpressionSet-Based as the execution procedure type.
- Select the event orchestration procedure that you cloned and customized earlier. See Clone and Customize the Prebuilt Expression Set Template for Collections.
- Select the context definition that you cloned and customized earlier. See Clone and Customize the Prebuilt Context Definition for Collections.
- Select the context mapping that you created earlier. See Clone and Customize the Prebuilt Context Definition for Collections.
- Select Active.
- Save your changes.