Adding a Product

Prerequisites

To add a product, you should have:

  • Product categories defined in the application.

  • Product types defined in the application.

  • Terms and conditions defined in the application.

  • Product manager's To Do roles defined in the application.

Procedure

To add a product:

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

    The Product 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)
    Product Category Used to indicate the category of the product. Yes
    Product Code Used to specify the product code. Yes
    Product Name Used to specify the product. Yes
    Description Used to specify the description for the product. Yes
    Product Type Used to indicate the type of the product. Yes
    Start Date Used to specify the date from when the product is effective. Yes
    End Date Used to specify the date till when the product is effective. No
    Terms and Conditions Used to associate terms and conditions with the product.
    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
    Product Manager Used to assign the product to the product manager for the approval process.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager field. On clicking the Search icon, the User Search window appears where you can search for the user.
    		 No
    Product Manager To Do Role Used to specify the To Do role for the To Do task which is performed by the product manager.
    Note: The Search (The Search Icon) icon appears corresponding to the Product Manager To Do Role field. On clicking the Search icon, the To Do Role Search window appears where you can search for the To Do role.
    		 No
  4. Enter the required details in the Basic Details page.
  5. Associate the product with divisions in the Other Details page, if required.
  6. Define characteristics for the product in the Other Details page, if required.
  7. Associate the product to a parent group in the Other Details page, if required.
  8. Add a service for the product in the Services page, if required.
  9. Click Submit.
    A window appears confirming the product is submitted in the system.
  10. Click the Close button in the confirmation window.
    The product is added.
    Tip: Alternatively, you can access the Product Information screen by clicking the Add Product button in the Page Title area of the Product screen.

Related Topics

For more information on... See...
Product Information screen Product (Used for Adding)
How to associate the product with a division Associating the Product with a Division
How to define a characteristic for the product Defining a Characteristic for the Product
How to associate the product to a parent group Associating the Product to a Parent Group
How to add a service for the product Adding a Service for the Product