Form bank product categories and types

PDF
Products
Bank Customer Journey
Lending
Bank Sales

Use the Product categories and types lookup to form bank product categories and types, as well as add document packages to generate automatically in the product sales conditions. The lookup also contains criteria by which a manager can modify the product sales conditions.

The product category in the Product categories and types lookup includes several product types (Fig. 1).

Fig. 1 – The structure of the [Product categories and types] lookup
Categories and types lookup

Create a product category 

To add a product category to a lookup:

  1. Click system_designer.png to open the System Designer.
  2. Click the [Lookups] link in the [System setup] block.
  3. Open the [Product categories and types] lookup. 
  4. Click the [New category] button (Fig. 2).
    Fig. 2 – Adding a product category to the [Product categories and types] lookup
    Adding new category
  5. Enter the product category name (for example, “Loan”) and select the class (for example, “Product“) (Fig. 3).
    Fig. 3 – Example of adding a new product category
    Create category
  6. Click [Save].
  7. Add other product categories to the lookup in the same manner.

Add product category 

To add products to a category:

  1. Select the needed category in the area on the right side of the lookup page and click the btn_com_menu_gear_1.png button.
  2. Select the [New type] command (Fig. 4).
    Fig. 4 – Adding a new product type to a category
    Add a new product type to a category
  3. Enter the product type name (for example, “Consumer lending”).
  4. Save the changes.
  5. Add other product types of this category in the same manner.