Goal CATEGORY

Goal Category maintenance allows the system administrator to create, modify or expire goal categories. For each of the Goal Category, system administrator shall be able to map the Product under which the goals will be opened. This maintenance is done only for retail type of parties and is not applicable for corporate type of parties. Any time there can be a maximum of 10 categories available and each will have a unique category code.

Administrator created categories needs to be linked with a product which will decide the other key parameters which will govern the Goal category. These parameters would be:

• Goal Amount Range ( Minimum & Maximum Value)
• Interest Rate Offered
• Tenure Range ( Minimum and Maximum)

Prerequisites

• Transaction access is provided to system Administrator
• Products which needs to be mapped to different categories are well maintained
• Goal categories to be made are limited and cannot be deleted, hence well thought of categories to be created

Workflow

Features Supported In Application

Goal category maintenance available for bank system administrator include

• Search Goal Category
• Create Goal Category
• Edit Goal Category

How to reach here:

Administration Dashboard > Goal Category Maintenance

Goal Category - Search

Using this option, system administrators can search the existing goal category already created. The search result displays matching results of the goal categories based on search criteria entered.

If the search parameters are not specified, then it displays all the records. The search criteria comprises of two parameters:

• Category Code
• Category Name

Category code will be a unique code which can be used by administrator to distinguish Goals which can vary on the product mapped.

To search a goal category:

• Enter the search criteria, click Search. The search results appear on the Goal Category screen based on the search parameters.
  OR
  Click Clear if you want to reset the search parameters.
  OR
  Click Cancel if you want to cancel the transaction.

Field Description

Field Name	Description
Category Code	Unique id maintained for the category for internal search for bank administrator.
Category Name	Name of the category.
Search Results
Category Code	Category code of the searched goal(s).
Category Name	Name of the searched category.
Product Type	Type of product mapped to the category under which the goals are opened.
Product	Name of the product which is mapped to the category.
Status	Status of the category, whether it is active or expired.

Goal Category - View

Using this option, the system administrator can view the goal categories which already exist.

To view a goal category:

2. Enter the search criteria, click Search. The search results appear on the Goal Category screen based on the search parameters.
3. Click the Category Name link of the record for which you want to view the goal category. The Goal Category - View screen appears.

• Click Edit to if you want to edit the goal category.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.

Goal Category - Create

Using this option, the system administrator can create new goal categories and sub categories.

To create a goal category:

1. In the Goal Category screen, click Create. The Goal Category - Create screen appears.

Field Description

Field Name	Description
Category Code	Unique id maintained for the category for internal search for bank administrator.
Category Name	Name of the category to be created. The set of transactions are grouped under certain category name.
Expiry Date	Expiry date of the goal category. If the expiry date reaches, the user will not able to view the category.
Category Image	Image of the category for which category to be created.
Product Mapping
Product	Name of the product to be mapped to the category under which the goal shall be opened. Bank maintains different products based on the category of the goal.
Product Details
Initial Funding Limit	The initial amount that the user is investing for his goal. It must be within the limits as suggested by the product mapped.
Tenure	The period of the goal created should fall within this range.
Currency	The currency with which a goal can be created.
Interest Rate	Click the View Interest Rates hyperlink to view the interest rate slab. Interest rate slab is set for the particular tenure, and is displayed according to the amount selected.
Top Up Allowed	Whether top up for the goals allowed or not.
Partial Withdrawal Allowed	Whether partial withdrawal of the goals allowed or not.

2. In the Category Code field, enter the code for the goal category.
3. In the Category Name field, enter the name of the goal category.
4. From the Expiry Date list, select the appropriate date.
5. Click Choose Files to choose the category image.
6. From the Product list, select the appropriate option.

7. Click Save to save the category details.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
8. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   The user will be navigated back to the create screen.
   OR
   Click Cancel to cancel the transaction.
9. The success message of goal category creation appears.
   Click OK to complete the transaction.

Goal Category - Edit

Using this option, system administrator can modify the goal details at any time during the tenure of the goal. You can edit Category Name, Expiry Date and Interest Rate fields.

To edit or update a goal category:

1. Enter the search criteria, click Search. The search results appear on the Goal Category screen based on the search parameters.
2. Click the Category Name link of the record for which you want to edt the goal category. The Goal Category View screen appears.
3. Click Edit to edit the goal category. The Goal Category Edit screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

4. Edit the required details.
5. Click Save to update the changes.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
6. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   The user will be navigated back to the create screen.
   OR
   Click Cancel to cancel the transaction.
7. The success message of updates appears.
   Click OK to complete the transaction.

FAQs

Can I create a category with unique category code but a common category name?

No, category code and category name, both should be unique.

Can I delete a goal category?

No, goal category once created cannot be deleted. However you can put an expiry date.

How many Goal categories can be created?

Administrator can create a maximum of ten goal categories. At a time there can be a maximum of ten active goal categories. Expired goal categories are treated as inactive categories.

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