Strategy Form

Use a strategy form when you need a custom form that also applies policy rules to a loan.

Strategy forms work the same way as custom forms, with one additional capability: they support the policy rules configured under the Forms section in the UI. Use them when the form must collect or manage loan-related information and also drive rule-based behavior for the loan.

What a strategy form means

A strategy form is a custom form with policy rule support. The form structure and loan-linking flow stay the same as custom forms, but the strategy form can also use policy rules defined in the UI.

This means you can use a strategy form to:

• Capture the same type of information you would capture with a custom form.
• Link the form to a loan using the same APIs used for custom forms.
• Apply policy rules from the Forms section to control loan-related behavior.

When to use a strategy form

Use a strategy form when the form needs to participate in policy rule evaluation for a loan.

Use a regular custom form when you only need to collect or store form information and do not need policy rule support.

Linking a strategy form to a loan

Use the same APIs you use to link a custom form to a loan. Strategy forms do not require a separate loan-linking API flow.

After the strategy form is linked to the loan, the policy rules configured for that strategy form can be applied based on the rules defined in the Forms section of the UI.

Guideline

Before creating a strategy form, confirm whether the form needs policy rules.

1. Use a custom form if the form only needs to collect loan-related data.
2. Use a strategy form if the form also needs policy rules configured in the UI.
3. Link the strategy form to the loan using the same APIs used for custom forms.
4. Review the policy rules in the Forms section to make sure they match the intended loan behavior.