The first step in the workflow is to define various Product Classes. A Product Class describes the underlying investment philosophy of the Life and Endowment Product.
Note
Product Classes can be defined through the Fund Manager component only.
You can maintain details for a Product Class in the System Parameters screen. The next section gives you step-by-step instructions to do the same.
This chapter contains the following sections:
This section contains the following topics:
The following are the steps you need to follow to define a Product Class. Each of these steps is explained in detail in subsequent sections.
Refer to the chapter “Maintaining System Parameters” in Volume 1 of the Fund Manager User Manual for further information.