17 Default Product Profiles

Product Characteristic setup can be a time-consuming process as there are more than 40 attributes that can be required when defining characteristics for dimension members in the product COA hierarchy. Product Profiles allow you to predefine and save common product definitions and reference these definitions when defining the Product Characteristic assumptions. Setup Bond Adjustment Rate Product Profile - Attributes me is reduced because Product Profiles provide common default values for the required fields. The following Product Profiles are seeded during the installation:

• Bond – Adjustable Rate
• Bond – Fixed Rate
• Credit Card
• Discount Instrument
• Lease
• Loan – Adjustable Rate
• Loan – Fixed Rate
• Loan – Floating Rate
• Loan – Neg Am
• Savings
• Term Deposit

In addition to the seeded profiles, you can add custom Product Profiles to the setup by creating new profiles or making a copy using the Save As option with one of the existing profiles.

Note:

The seeded Product Profiles are non-editable and cannot be deleted.

The procedure for working with and managing Product Profiles is similar to that of other Asset Liability Management business rules. It includes the following steps:

Topics:

• Search Product Profiles. For more information, see the Searching for Rules section.
• Creating Product Profiles
• View and Edit Product Profiles. For more information, see the View and Edit the Rule section.
• Copy Product Profiles. For more information, see the Copy the Rule section
• Delete Product Profiles. For more information, see the Delete the Rule section