25.1 Product Maintenance - View

Using Product Maintenance 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:

1. Navigate to one of the above paths.
   The Product Maintenance screen with mapped products appears.

   OR

   Click Cancel to cancel the transaction.

   Figure 25-1 Product Maintenance

   
   

   

   
   

   Table 25-1 Field Description

   Field Name	Description
   User Type	The user type available for mapping products. The user types are “Corporate” and “Retail & Business”
   Party Type	If the User Type is selected as “Retail and Business” then a new option Party Type is shown. The possible values are Retail and Business. Based on the party type selected, product mapping will be shown in the search results.
   Product Module	Following product modules are available for mapping: Term Deposit Recurring Deposit
   Product Type	The type of products available to be mapped to the user segment or to the role for that product module.
   Search Result
   User Type	The user for which products are mapped.
   Party Type	The Type of party for the user. Applicable only for user type Retail & Business user
   User Segment	The user segments for which products mapped. This field is applicable only for Retail user type.
   Products Mapped	The number of products mapped to the user segment or user type for that product type and product module.

2. Click the Product Mapped link of the user record for which you want to view the details.
   The Product Maintenance - View screen appears.

   Figure 25-2 Product Maintenance - View

   
   

   

   
   

   Table 25-2 Field Description

   Field Name	Description
   View
   User Type	The user for which products are mapped.
   Party Type	The Type of party for the user. Applicable only for user type Retail & Business user.
   Product Module	Following product modules are available for mapping: Term Deposit Recurring Deposit Note: For corporate only Term Deposit product module is available
   Product Type	The type of product under the selected module for which the product list needs to be fetched .
   User Segment	The user segment for which products are mapped. This field is applicable only for Retail user type.
   Product Name	Name of the product which is mapped to the user type for the selected product type and product module.
   Expiry Date	The expiry date of the product. If the product is expired, an 'Expired' flag is shown against the product.
   Status	The current status of the product.
   Currency	The currency in which products are maintained.
   Minimum Amount	The minimum permissible amount for opening deposit under the selected product.
   Maximum Amount	The maximum permissible amount for opening deposit under the selected product.

3. Click Edit to edit the user-segment - product mapping.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.