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True or False: Loan Auto Decision can be initiated from the Relationship record page

User Nakisha
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1 Answer

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Final answer:

The ability to initiate a Loan Auto Decision from the Relationship record page depends on the specific CRM or LMS system and its configuration for automation and workflow triggers.

Step-by-step explanation:

The statement regarding whether a Loan Auto Decision can be initiated from the Relationship record page is missing specific context and thus cannot be categorically addressed as true or false without more information. Generally, in many Customer Relationship Management (CRM) or Loan Management Systems (LMS), decisions such as these are initiated from within the system where the loan application and relationship details are stored. If the system is set up in such a way that it allows for automation and workflows to trigger decisions from different record pages, then it may be possible to initiate a loan decision from the Relationship record page. However, this would be dependent on the specific software and the business processes in place.

User Susobhan Das
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