10. Product Restrictions Maintenance

Oracle FLEXCUBE allows you to maintain branch, currency, customer category and customer restrictions while defining a product. From the head office of your bank, you may want to establish certain controls or standardize operations across the branches of your bank. For instance, you may want to restrict the products you offer to selected branches, currencies, customer categories and customer. You can achieve these controls by maintaining restriction lists when creating a product. When you create a product, you can specify the branches of your bank that can offer it and the currencies and customer categories that are allowed or disallowed for it.

These product restrictions can be maintained for all product definition screens except Salary Credit module:

This chapter contains following section:

• Section 10.1, "Product Restriction"

10.1 Product Restriction

This section contains the following topics:

• Section 10.1.1, "Maintaining Product Restrictions"
• Section 10.1.2, "Viewing Product Restrictions"

10.1.1 Maintaining Product Restrictions

You can maintain branch, currency, customer category and customer restrictions for a product in the ‘Product Restriction’ screen. You can invoke this screen by typing ‘CSDPRDRS’ in the top right corner of the Application toolbar and clicking the adjoining arrow button.

Specify the following details in this screen:

Product Code

Specify the product code. Alternatively, you can select the product code from the option list. The list displays all valid product codes maintained in the system.

Product Description

The system displays the product description based on the product code selected.

10.1.1.1 Branch Restriction Tab

Branch Restriction List

The system displays the branch list as Allowed or Disallowed based on the maintenance in the corresponding Product definition screen.

Class Code

Specify the class code. Alternatively, you can select the class code from the option list. The list displays all valid options based on the restrictions maintained.

Description

The system displays the description.

Branch Code

Specify the branch code. Alternatively, you can select the branch code from the option list. The list displays all valid branch codes maintained in the system.

Branch Name

The system displays the branch name based on the branch code selected.

Currency Restrictions List

The system displays the currency restrictions as Allowed or Disallowed based on the maintenance in the corresponding Product definition screen.

Currency Code

Specify the currency code. Alternatively, you can select the currency code from the option list. The list displays all valid codes maintained in the system.

Currency Name

The system displays the currency name based on the currency code selected.

10.1.1.2 Customer Restriction Tab

Categories Restriction List

The system displays the categories list based on the maintenance in the corresponding product screen.

Class Code

Specify the class code. Alternatively, you can select the class code from the option list. The list displays all valid options based on the restrictions maintained.

Description

The system displays the description.

Code

Specify the code. Alternatively, you can select the code from the option list. The list displays all valid options maintained in the system.

Description

The system displays the description based on the code selected.

Customer ID

Specify the customer ID. Alternatively, you can select the customer ID from the option list. The list displays all valid customer IDs maintained in the system.

Customer Name

The system displays the customer name.

Restriction Type

You can select the restriction type as ‘Allowed’ or ‘Disallowed’.

If a customer category restriction is maintained as ‘Disallowed’ and if one of the customer in that disallowed customer category has restriction type maintained as ‘Allowed’, then the system considers individual customer’s restriction type for further processing. This is applicable vice-versa also.

Click ‘Change Log’ button to view the details of values that are modified.

10.1.2 Viewing Product Restrictions

You can view the product restriction details from Product restriction Summary screen. You can invoke this screen by typing ‘CSSPRDRS’ at the top right corner of the Application toolbar and clicking the adjoining arrow button.

You can query on records based on any one or all of the following criteria:

• Authorization Status
• Record Status
• Product Code

Click ‘Search’ button. The system identifies all records satisfying the specified criteria and displays the following details for each one of them:

• Authorization Status
• Record Status
• Product Code