Product Mapping feature allows the system administrator to map products with the channel. The business users able to access accounts related to the products mapped to the channel.
The system administrator is allowed to register the banks products to be made available to bank users for opening further accounts. This option is currently enabled for Term Deposits.
For example, A customer can open a term deposit under a specific product, only when that particular product has been mapped using this functionality. Products which are not mapped, will not be made available (for opening accounts) to a channel user. This will be a part of Day 0 setup.
Pre-Requisites
Workflow
Features Supported In Application
The Mailers module supports following features:
How to reach here:
Dashboard > Product Mapping
Using this option, system administrators can view the list of products mapped to the product module. The system administrator can view the mapping details by clicking the User Segments link.
To view the product mapping:
Field Name |
Description |
---|---|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segments |
The user segment, for which products are mapped. |
Products |
The number of products mapped to the user segment. |
To view the mapping details:
Field Name |
Description |
---|---|
View |
|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segments |
The user segment, for which products are mapped. |
Product Name |
The list of product names, available for mapping. |
Expiry Date |
The expiry date of the product. If the product is expired, a red 'Expired' flag is shown against products. |
This function enables the system administrator to edit the product mapping. The system administrator can map/ unmap the products to the product module.
To edit or update the product mapping:
Field Name |
Description |
---|---|
Edit |
|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segments |
The user segment, for which products are mapped. |
Product Name |
The list of product names, available for mapping. |
Expiry Date |
The expiry date of the product. If the product is expired, a red 'Expired' flag is shown against products. |
This option enables the system administrator to select the products and map it to the Product Module.
To create a new product mapping:
Note: The Map Products button is available only if no products are mapped to the user segment.
Field Name |
Description |
---|---|
Create |
|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segments |
The user segment, for which products are to be mapped. |
Product Name |
The list of product names, available for mapping. |
Expiry Date |
The expiry date of the product. If the product is expired, a red 'Expired' flag is shown against products. |
OR
Click to navigate to previous screen.
OR
Click to cancel the operation and navigate back to ‘Dashboard’.
FAQs
What happens to my existing active accounts under a product which are currently unmapped?
Any new product opened in the core banking application will be mapped automatically?