Prerequisites

To setup the retail banking feature, you need to do the following:

• Product Categories and Product Types define in the application.

• Define the Terms and Conditions in the application.

• Product Manager's To Do Roles define in the application.

• Divisions associated with the access group to which the user belongs.

• Characteristics Types defined in the application(where the characteristic entity is set to the product, market product, offer or bundle.

• Parent Groups define in the application.

• Product Services define in the application.

• Parameters and Parameter Value Types (based on which you want to define eligibility criteria of the market product) define in the application.

• Price Lists define in the application.