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 AdministratorAdministrator 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:

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

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 Cancel to cancel the transaction and navigate to the dashboard.

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.

• 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.
   

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.

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

For which type of products, product mapping functionally is available?

As of now, product mapping feature is enabled for Term Deposit type of products.

Can customer view the account details of an account opened under a product which is not mapped?

Yes, user can view the account details of an account opened under a product which is not mapped. The restriction will only be for opening new account from channel.

What will happen once the products mapped gets expired?

The expired products will no longer available for product mapping. Also customers will not be able to open new accounts using expired products.

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