Add a financial product
Build a structured product catalog, maintain pricing and availability and manage key product details. This ensures consistent and reliable product data across product selection, onboarding, and servicing. Manage products in the Products section that stores information about the financial products and services offered by your organization, such as cards, bank accounts, loans, or investment services.
To add a new financial product:
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Open the Products section.
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Click New. This opens a mini page.
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Fill out the main product characteristics.
Field name
Field value
Photo
Logo of the product shown in selection and product pages. Click
to add an image. Recommended aspect ratio 1 : 1.Click
to update the image.Click
to delete the image.Name
Name of the product or service. Required.
Category
High-level product category. Used to filter the Type field. Required.
Type
Specific product type filtered by the selected category. Required.
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Click
to continue filling out its characteristics. -
Fill out the product profile.
Product profile 
Field name
Field value
Status
Current lifecycle status of the product. On the product page, the status is displayed as a progress bar. Only products in "Current" status are available for selection.
Available for
Target customer segment. For example, "Contact" (retail), "Legal entity" (B2B).
Subtype
Subtype filtered by the selected type. Optional. For example, "Personal CDs", "Business CDs".
Owner
Employee responsible for the product. Populated automatically using the record creator, but can be changed.
Start date
Date when the product becomes active. Required when status is "Current" or "Outdated".
End date
Date of product deactivation. Required when status is "Outdated".
Inactive
Hides the product from offers and selection flows. Use when the product is withdrawn from sale or shipment.
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Add general product information on the Product information tab:
Field name
Field value
Link
URL to a related public web page.
Short description
Brief features that distinguish the product within its category and type. Displayed on the product selection page.
General conditions
Summary of key product features.
Benefits
Advantages displayed in the additional information window during product selection.
Notes
Additional internal information about the product.
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Save the product.
As a result, the product record will contain all required information and will be ready for further use.
