Installing the Default Product Configuration

  • Updated

Installing the Default Product Configuration

Q2 Origination provides default product configurations for commercial loan products which financial institutions can immediately use out of the box. Your system administrator can install the default products through the Default Product Configuration app provided in the Launchpad. After you have installed or upgraded the Q2 Origination package, you can install the default product configurations. For each product, supporting configurations such as covenants, tasks, and stages/departments, document definitions, and layouts. 

Go to Setup > Static Resources, to view the list of default configurations that are installed. These are displayed as CSV files with a prefix of default in the Static Resources list. Select on any configuration to view its detail. Download and modify the CSV file, if required, and re-upload it to customize the default configuration.

The product configuration is seeded using Q2 Origination's DataLoaderAPI.

Create a custom tab with the Data Loader Header object to view the configuration pack (for example, USA - Commercial Lending Default Pack) and its details (for example, the various configurations that are seeded). Each detail, displayed as a data loader detail item has the Order of Processing that indicates the order in which it has to be installed. If you include any custom details, be sure to specify their order of installation.

If you want to create your own product configuration pack (data loader header):

  1. Load the csv to the Static Resources.

  2. Create a Data Loader Header record.

  3. Create the Data Loader Detail record. Provide the link to the static resource (CSV file) and the installation order for each detail.

  4. Install the Data Loader Header.

Prerequisites

None.

Steps

To install the default product configurations:

  1. Log in to your Salesforce account.

  2. Select Launchpad, and in it, select Default Product Configuration app. The default configurations provided for different contexts and regions. You can see that. the USA - Commercial Lending Default Pack configuration is provided.

  3. Select on the default configuration pack to install it. The default products listed above are included in the USA Commercial Lending Default Pack . The csv for the same is included as part of the static resources in the package.

Uninstall the Default Product Configuration

  • An API is provided for uninstalling a default config pack after installation. The uninstall option has been avoided on the UI considering cases where the user already has started using the default data for creating applications etc. An appropriate error message added in case of incorrect input to the API.