Product Mapping

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

• Transaction access is provided to system administrator.
• Approval rule set up for system administrator to perform the actions.
• Necessary products are maintained in core banking application. User must have a valid Login credentials

Workflow

Features Supported In Application

The Mailers module supports following features:

• View Product Mapping
• Edit Product Mapping
• Create Product Mapping

How to reach here:

Dashboard > Product Mapping

Product Mapping - View

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:

• Navigate to the Product Mapping screen. The Product Mapping screen with mapped products appears.
  OR
  Click Cancel to cancel the transaction and navigate to the dashboard.

Field Description

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:

• Click the User Segments link of the user record for which you want to view the details.
  The Product Mapping - View screen appears.

Field Description

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.

• Click Edit to edit the user-segment - product mapping.
  OR
  Click Cancel the operation and navigate to the ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
  

Product Mapping - Edit

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:

1. In the Product Mapping screen, click the User Segments link of the user record for which you want to edit the details.
   The Product Mapping - View screen appears.
   
2. Click Edit to edit the user-segment - product mapping. The Product Mapping - Editscreen appears.
   OR
   Click Cancel the operation and navigate to the ‘Dashboard’.
   OR
   Click Back to navigate to the previous screen.
   

Field Description

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.

3. Edit View the defined values for fields, in an editable form.
4. Edit the required details.
5. Click Save to save the changes.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
6. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to make the changes if any.
   OR
   Click Cancel to cancel the transaction.
7. The success message of transaction submission appears along with the transaction reference number and status.
   Click OK to complete the transaction.

Product Mapping - Create

This option enables the system administrator to select the products and map it to the Product Module.

To create a new product mapping:

1. Navigate to the Product Mapping screen. The Product Mapping screen with mapped products appears.
   

• Click Map Products.
  The Product Mapping - Create screen appears.

Note: The Map Products button is available only if no products are mapped to the user segment.

Field Description

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.

3. To map the products to the user segment, select the products.
4. Click Save to save the mapping.
   

OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

5. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to make the changes if any.
   The user will be navigated back to the create screen.
   OR
   Click Cancel to cancel the transaction.
6. The success message of transaction submission appears along with the transaction reference number and status.
   Click OK to complete the transaction.

FAQs

What happens to my existing active accounts under a product which are currently unmapped?

You will still be able to view and transact in the active accounts which are opened under a product which is unmapped by the bank. Whereas, opening a new account under an unmapped product is not allowed.

Any new product opened in the core banking application will be mapped automatically?

No, you need to manually map the new product added in the core banking applications. Once enabled, the products will be available to the customers to open an account from channel banking.

Can I map all types of products using this maintenance

As of now, this maintenance is available for enabling/disabling term deposit product access from channel banking.

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