Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office origination processes. Relationship managers can calculate pricing, while reviewers and operations teams can analyze financial stability, cash flow, and tradeline data to evaluate an applicant’s eligibility for financial product offerings.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Lending.
Why: Origination Worksheet provides a configurable framework and a financial analysis template. Configure rows, cells, formulas, and templates so that your financial institution defines affordability, serviceability, and other financial analysis according to your business logic and regulatory requirements.
How: To turn on Origination Worksheet, go to the Digital Origination page in Setup. Then, from the Origination Worksheet Definition page, create a definition. Start with a blank worksheet definition, then configure rows and cells with Salesforce data and formulas to support use cases, such as loan affordability and serviceability analysis.