1.8.1.3 Defining Customer Restrictions specifically for a product

If you do not use a class to indicate customer restrictions, you should define these restrictions specifically for the product in the Customer Restrictions screen.
  • Choosing Category Restriction - You can select either Allowed or Disallowed option. These values are defaulted to the Bilateral Loans and Commitment Restrictions screen.

Note:

  • For more information about defining attributes specific to loan products, refer to the Bilateral Loans User Manual.
  • Product Preferences are specific to a module. For more information, refer to the Products chapter of the respective user manuals.