Reason Codes Setup

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Reason Codes Setup

The Reason Code Definition option allows you to add reasons for adverse action that your organization wants to attach to the application

Configure Reason Codes

Prerequisites

None.

Steps

To configure reason codes:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Origination Configuration > Reason Code Definition, and select New.

  3. In the New Reason Code window, provide the details as described in the following table, and then select Save: 

    Field Name Action and Information
    Reason Code Name

    Specify a name for the reason code to be configured.

    For example, Duplicate Application Exists.

    DescriptionSpecify a detailed description of the reason code.
    Reason TypeSelect Adverse Action.
    Parent Reason

    Select the id of the primary reason code with which you want to associate this reason code.

    Note:

    To create a parent reason code, this field is not required.

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