32.1 Product Mapping - View

This topic describes the systematic instruction to Product Mapping - View option. Using Product Mapping view option, System Administrators can view the list of products mapped to the product module.

The System Administrator can view the mapping details by clicking the User Segments link.

To view the product mapping:

  1. Navigate to one of the above paths.
    The Product Mapping screen with mapped products appears.
    • Click Cancel to cancel the transaction.

    Figure 32-1 Product Mapping


    Product Mapping

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 32-1 Product Mapping - Field Description

    Field Name Description
    User Type The user type available for mapping products.
    Product Module Following product modules are available for mapping:
    • Term Deposit
    • Recurring Deposit
    Product Type The type of products available to be mapped to the user segment or to the role for that product module.
    Search Result Information specified in below fields are related to search result.
    User Type The user for which products are mapped.
    User Segment The user segments for which products mapped. This field is applicable only for Retail user type.
    Products Mapped The number of products mapped to the user segment or user type for that product type and product module.
  2. Click the Product Mapped link of the user record for which you want to view the details.
    The Product Mapping - View screen appears.

    Figure 32-2 Product Mapping - View


    Product Mapping - View

    Table 32-2 Product Mapping - View - Field Description

    Field Name Description
    View Information specified in below fields are related to view.
    User Type The user for which products are mapped.
    Product Module Following product modules are available for mapping:
    • Term Deposit
    • Recurring Deposit

    Note: For corporate only Term Deposit product module is available

    Product Type The type of product under the selected module for which the product list needs to be fetched .
    User Segment The user segment for which products are mapped. This field is applicable only for Retail user type.
    Product Name Name of the product which is mapped to the user type for the selected product type and product module.
    Expiry Date The expiry date of the product.

    If the product is expired, an 'Expired' flag is shown against the product.

    Status The current status of the product.
    Currency The currency in which products are maintained.
    Minimum Amount The minimum permissible amount for opening deposit under the selected product.
    Maximum Amount The maximum permissible amount for opening deposit under the selected product.
  3. Perform anyone of the following actions:
    • Click Edit to edit the user-segment - product mapping.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.