1.8.3 Restricting Customers

Customer category

You can group your customers according to the common features that they share. For example, you can group your customers into categories such as:

• Banks
• Corporate
• Financial Institutions (excluding banks)
• Individuals, and so on

You can maintain customer categories in the Customer Categories screen invoked form the Application Browser.

Maintaining Customer and Category Restrictions for a product

You can maintain customer restrictions for a product in the Product Customer and Category Restrictions sections.

Specify the User ID and Password, and login to Homepage.

From the Homepage, navigate to Bilateral Loans and Commitment Restrictions screen.

1. From the Bilateral Loans and Commitment Restrictions, click on Customer Restriction tab.
   The Customer Restriction tab is displayed.

   Figure 1-11 Customer Restrictions

   
   
   Description of "Figure 1-11 Customer Restrictions"
   
2. Using a Customers and Categories Restrictions Class
   In Oracle Lending, you can define a set of customer restrictions as a Customer Restrictions Class. You can maintain several restrictions classes of customer categories.

   When creating a product, you can associate it with a customer restrictions class that best suits your requirement. The procedure for creating a customer restrictions class is similar to setting up customer restrictions for a product, as explained below.

   If you want to associate a customer restrictions class to a product, click Default From Class in the Customer Restrictions screen. The product acquires the restrictions defined for the class.
   This topic contains following sub-topics:

• Defining Customer Restrictions specifically for a product