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## 2.7.1.4 Restriction Preference

This topic describes about configuring products to allowed or disallowed branches and/or customer categories.

These restrictions maintained at product level are validated while on-boarding loan account.

Note:

- Branch Code restriction will be applicable on the branch where the account is getting opened.
- Customer category code restriction will be applicable on customer category of the primary customer of the loan account.
- You can configure either the allowed list or the disallowed list for a product, but not both at the same time.

1. Click Next in the Product Preference screen to define the stage.
   The Restriction Preference screen is displayed.

   Figure 2-55 Restriction Preference - Category Code Restriction

   Description of "Figure 2-55 Restriction Preference - Category Code Restriction"
2. Select the Category Code Restriction tab.
   The Restriction Preference - Category Code Restriction screen is displayed.

   You can create a product with allowed/ disallowed list of Customer Categories in Restriction preference.

   1. Select the appropriate option allow/disallow some products for configuring restriction preferences.
   2. Specify the fields on the Restriction Preference - Category Code Restriction screen.

      Table 2-52 Restriction Preference - Category Code Restriction - Field Description

      Field | Description
      --- | ---
      Category Code Restriction | The list of allowed/disallowed customer categories can be configured in this section. Note: Customer category code restriction will be applicable on customer category of the primary customer of the loan account.
      Restriction Details | Select the restriction details from the drop-down list. The available options are: Allowed Disallowed Note: The Allowed option requires a minimum of one customer category code to be added. For the Disallowed option, you can add a list of category codes, but this is not mandatory.
      Customer Category Details | The Customer categories maintained in Core Maintenance → View Customer Category are shown in the picklist for adding the customer categories.
      + button | Click to add a row.
      Delete | Click to delete a row that is already selected.
      Customer Categories Code | Specify the allowed/disallowed customer category code from the drop-down list.
      Customer Category Description | Displays the customer category description.
      Action | Displays the actions to be taken for restriction preference. The available options are: Edit - Click to edit the restriction preference. As user clicks this icon, the fields becomes ediable. User can edit the required details and click Save. Delete - Click to delete the restriction preference record.

3. Select the Branch Code Restriction tab.
   The Restriction Preference - Branch Code Restriction screen is displayed.

   You can create a product with allowed/disaloowed list of branch codes in Restriction preference.

   1. Select the appropriate option allow/disallow some products for configuring restriction prefernces.
   2. Specify the fields on the Restriction Preference - Branch Code Restriction screen.

      Figure 2-56 Restriction Preference - Branch Code Restriction

      Description of "Figure 2-56 Restriction Preference - Branch Code Restriction"

      Table 2-53 Restriction Preference - Branch Code Restriction - Field Description

      Field | Description
      --- | ---
      Restriction Details | Select the restriction details from the drop-down list. The available options are: Allowed Disallowed Note: The Allowed option requires a minimum of one branch code to be added. For the Disallowed option, you can add a list of branch codes, but this is not mandatory.
      Branch Code Details | The Branch Codes maintained in Core Maintenance → External Branch Parameters → View External Branch Parameters are shown in the picklist of adding the branch codes.
      + button | Click to add a row.
      Delete | Click to delete a row that is already selected.
      Branch Code | Specify the allowed/disallowed branch code from the drop-down list.
      Branch Description | Displays the branch description,
      Action | Displays the actions to be taken for restriction preference. The available options are: Edit - Click to edit the restriction preference. As user clicks this icon, the fields becomes ediable. User can edit the required details and click Save. Delete - Click to delete the restriction preference record.

4. Perform one of the following action:
   - Click Cancel to close the details without saving.
   - Click Back to go back to previous tab.
   - Click Save and Close to save the details.
   - Click Next to save and navigate to the next screen.

Parent topic: Create Product