3.21.2.1.3 Benefits

This topic describes about the systematic instructions on benefits.

  1. Click Continue in the Bundle Products screen to define the benefits.
    The Benefits screen is displayed.
  2. Specify the fields on Benefits screen.
    For more information on fields, refer to the field description table.

    Table 3-143 Benefits - Field Description

    Field Description
    Fees For each fee, click the Edit icon to modify the details.

    If waive toggle is enabled. the Benefit Type and Margin are displayed.

    Under Benefit Type, the available options are:
    • NA
    • Amount
    • Percentage
    For Margin,
    • If the margin amount or percentage is greater than 0, it will be added to the original fees.
    • If the margin amount or percentage is less than 0, it will be reduced from the original fees.
    Interest For each interest, click the Edit icon to modify the details.
    For Margin,
    • If the margin percentage is greater than 0, it will be added to the original interest rate.
    • If the margin percentage is less than 0, it will be reduced from the original interest rate.

    Note:

    The same action can be informed for every bundle product.
  3. Click Cancel to discard the changes and close the window.
  4. Click Save and Close or Save to save or save and close the details.
  5. Click Continue to save and navigate to the next screen (Attributes).