Adding a Bundle

Prerequisites

To add a bundle, you should have:

  • Market product defined in the application.

Procedure

To add a bundle:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Retail Banking and then click the Bundle sub-menu.
    A sub-menu appears.
  3. Click the Add option from the Bundle sub-menu.

    The Bundle Information screen appears. It contains the following pages:

    The Basic Details page contains the following zone:

    The Basic Details zone contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Bundle Code Used to specify the bundle code. Yes
    Bundle Name Used to specify the bundle. Yes
    Description Used to specify the description for the bundle. No
    Start Date Used to specify the date from when the bundle is effective. Yes
    End Date Used to specify the date till when the bundle is effective. No
    Terms and Conditions Used to associate terms and conditions with the bundle.
    Note: The Search (The Search Icon) appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Terms and Conditions Search for Product window appears where you can associate the terms and conditions with the product.
    		 No

    The Basic Details zone contains the Add Markets Product section. This section contains following fields:

    Field Name Field Description Mandatory (Yes or No)
    Market Product Name Used to indicate the search value of the market product name.
    Note: The Search (The Search Icon) appears corresponding to the Market Product Name field. On clicking the Search icon, the window appears where you can associate the terms and conditions with the product.
    		 Yes
    Product Category Displays the product category associated with the selected market product. Not applicable
    Product Type Displays the product type associated with the selected market product. Not applicable
    Product Name Displays the product associated with the selected market product. Not applicable
  4. Select the required market product from the search result.
  5. Enter the required details in the Basic Details page.
  6. Associate the bundle with divisions in the Other Details page, if required.
  7. Define characteristics for the bundle in the Other Details page, if required.
  8. Define and add eligibility rule and parameter for the bundle in the Eligibility page, if required.
  9. Add a service for the bundle in the Services page, if required.
  10. Search and select the price list for the bundle in the Price List page, if required..
  11. Click Submit.
    A window appears confirming the bundle is submitted in the system.
  12. Click the Close button in the confirmation window.
    The bundle is added.
    Tip: Alternatively, you can access the Bundle Information screen by clicking the Add Bundle button in the Page Title area of the Bundle screen.

Related Topics

For more information on... See...
Bundle Information screen Search Bundle
How to associate the bundle with a market product Associating the Bundle with a Market Product
How to associate the bundle with a division Associating the Bundle with a Division
How to define a characteristic for the bundle Defining a Characteristic for the Bundle
How to define eligibility Criteria for the bundle Defining Eligibility Criteria for the Bundle
How to add a service for a bundle Adding a Service for a Bundle
How to associate a price list with the bundle Associating a Price List with the Bundle