Product Mapping
ProductA product is created based on the bank's business requirements and has certain typical parameters that describe its attributes or characteristics. Every product is defined under Product Class and Product Group.
For example, a product 'Fixed rate home loan' is defined under product group 'Home Loan' and product class 'Loans'. mapping feature allows the System Administrator
Administrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to map products from 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 1 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.
Workflow
Features Supported In Application
The module supports following features:
How to reach here:
Dashboard > Others > Product Mapping
Product Mapping - View
Using Product mapping view 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 to cancel the transaction and navigate to the dashboard.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segment |
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.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
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
OR
Click the operation and navigate to the ‘Dashboard’.
OR
Click Back to navigate to the previous screen.
to edit the user-segment - product mapping.
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:
- 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. - Click
OR
Click the operation and navigate to the ‘Dashboard’.
OR
Click Back to navigate to the previous screen.
to edit the user-segment - product mapping. The Product Mapping - Editscreen appears.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Edit |
|
Product Module |
The product module. Currently only Deposits products are supported by the system. |
User Segment |
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. |
- Edit View the defined values for fields, in an editable form.
- Edit the required details.
- Click
OR
Click to navigate to previous screen.
OR
Click to cancel the operation and navigate back to ‘Dashboard’.
to save the changes. - The Review screen appears. Verify the details, and click
OR
Click to make the changes if any.
OR
Click to cancel the transaction.
. - The success message of transaction submission appears along with the transaction reference number and status.
Click 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:
- Navigate to the Product Mapping screen. The Product Mapping screen with mapped products appears.
- Click
The Product Mapping - Create screen appears.
.
Note: The Map Products button is available only if no products are mapped to the user segment.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
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. |
- To map the products to the user segment, select the products.
- Click
- The Review screen appears. Verify the details, and click
OR
Click to make the changes if any.
The user will be navigated back to the create screen.
OR
Click to cancel the transaction.
. - The success message of transaction submission appears along with the transaction reference number and status.
Click to complete the transaction.
OR
Click to navigate to previous screen.
OR
Click to cancel the operation and navigate back to ‘Dashboard’.
FAQs
For which type of products, product mapping functionally is available?
Can customer view the account details of an account opened under a product which is not mapped?