Journey Types & Custom Fields
- Lauren Strang
Journey Types are used within the Portal to define how you would like different types of Proposals to be captured. You could define different journeys depending on the type of asset being quoted on (e.g. hard or soft asset) or by each finance product being offered.
To start using the Portal to submit proposals you must have at least one Journey Type specified and assigned to a user.
To configure a Journey Type, an Admin user should navigate to Admin > Journey Types & Custom Fields:
From here you will be presented with a list of the existing Journey Types that are configured in your system, and also have the ability to add a new Journey Type.
Field | Description |
|---|---|
Name | Unique name to identify the Journey Type |
Journey Type Code | Whether the Journey Type relates to Hard Asset, Soft Asset, Loan or Asset Based Lending |
Journey Description | Description of the Journey Type - this must match an existing Brand in Accelerate To find out more about Brands please see our help guide: Adding a Brand |
Minimum Address Years | The minimum amount of address history required to be captured on this Journey Type |
Ratecard Basis | The basis of the Ratecard associated with this Journey Type - either Term+Amount or Commission |
Ratecard | The Ratecard you would like to associate with this Journey Type Please see our help guide on Ratecards for guidance on how to configure these |
Lender ID | The Lender ID of the specific lender who you will be proposing deals for using this journey. The ID can be found on the Funder record in Accelerate |
Associated Product Codes | You are able to limit which Finance Products the Journey Type will be applicable for |