1.2 Personalize your Bundle

This topic explains how you can browse products by category and add items to a custom bundle based on your needs. You can view all products within each category and select the ones that best suit you to create your own personalized bundle.

This page is displayed once you select the bundled application option on the bank portal. All the product categories are displayed as tabs on this page. Each tab will list down the products of that category that are available in the zip code specified, for online application, as cards. Each product card will display the product name, a short description of the product as well as the key features of each product. You can view all the products under each category and select one product per category that best suits your needs. You can opt to view a detailed description of any product type by selecting the Learn More link provided on each product card. In order to add a product to your bundle, you can select the Add to Bundle option provided on each card.

The zip code entered in the Zip Code modal window, is displayed on the top of the screen to identify that the products being displayed on this screen are those that are available within the specific location. You can modify the zip code by selecting the edit option.

Note:

The zip code is not applicable for credit card products.

1. From the Bank portal page, click Create Your Own Bundle.
   The Personalize your Bundle screen appears. This screen will list down all the products as cards, under each product category.

   Figure 1-2 Personalize your Bundle

   
   

   
   Description of "Figure 1-2 Personalize your Bundle"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 1-2 Personalize your Bundle - Field Description

   Field Name	Description
   Product Category	Each product category is displayed as a tab with all the products, available for application through online banking channel, displayed as cards under each respective tab. Once you select a product under a specific product category, a tick mark will be displayed against the product category tab to signify product selection under the specific tab.
   The following information is displayed on each product card.
   Product Name & Image	The name of the product along with an image that represents the product is displayed on each card.
   Product Description	A short description of the product is displayed on each card.
   Features	Features of the product are listed down on each card.

2. Perform one of the following actions:
   • Click the product category tab of which products you wish to view to add to your bundled application.

     All the products under the specific product category tab are displayed as cards.

     Select the Add to Bundle option against any card.

     The selected product gets added to your bundle and the Bundle button gets updated with the count of products selected.  

     Click Apply.

     The Products added to bundle overlay layer gets displayed.  

   • Click on any other product category tab to view the products available under that category.
   • Click the Learn more link displayed on any product card to view additional details of that product.
   • Under the kebab menu, perform one of the following actions:
     • Click the View Other Products option to navigate to the Product Offerings page.
     • Click the Track/Complete an Application option to navigate to the Application Tracker.