Interest Lists

An interest list allows you to group multiple interests into a collection of interests that you can use in a banking product. You can group under the same umbrella the following types of interests created individually in the Interests: variable interest, base type and fixed interest.

To manage interest lists:

  1. Log into Innovation Studio in Developer mode.
  2. Click the main menu icon at the top left corner.
  3. In the main menu, expand Product Factory -> Banking Product Dimensions.
  4. Click Interest List to display the Interest List List page.
  5. In this page, you can:
    • Add a new interest list by clicking the Insert button at the top right corner of the page.
    • Edit an interest list from the section by double clicking it.
    • Delete an interest list from the section by selecting it and clicking the Delete button at the top right corner of the page.

The Edit Interest List page allows you to configure interest list settings.

Adding Interest Lists

To create a new interest list, follow these steps:

  1. Click the Insert button on the top right side of the page. The Add Interest List page is displayed.
  2. Enter a Name for the interest list.
  3. Click the Save and Reload button at the top right corner of the page.
  4. Click the Insert existing button to add the applicable interests in the Interest section.
  5. Click the Save and Close button at the top right corner of the page.