Product Admin Configurations

Banking product must have a series of configurations in place before being used in contracts. These configurations, known as product admin configurations, define defaults for reconciliation accounts, payment allocation settings, mandatory roles on contracts, allowed transactions, general ledger accounts, and so on.

IMPORTANT!  
You must define the product admin configuration for a banking product before using that product to create contracts.

Managing Banking Product Admin Configurations

To manage banking product admin configurations:

  1. In FintechOS Portal, click the main menu icon and navigate to Admin Configurations > Product Admin Configuration menu to open the Product Admin Configuration page.
    The page displays a list of all the banking products that already have a product admin configuration in Draft or Approved status attached to them.

    On the Product Admin Configuration page, you can add new product admin configuration records, or edit and delete existing ones in Draft status.

  2. Search for a product with an attached product admin configuration by filling in any of the column headers in the list.

  3. Double-click a record in the list to view the product admin configuration details, presented on the Product Admin Configuration page.

IMPORTANT!  
You can manage product admin configurations only with users with Banking Product Admin or Loan Admin Officer security roles.

View the Service Configuration of a Contract's Banking Product

You can view the product admin configuration applicable to the banking product associated to a specific contract from the contract itself. At the contract level, click the Open Product Admin Configuration button in the top right corner of the page to display the information about the already set up product admin configuration.

NOTE  
To edit an approved product admin configuration record, create a new version of the record using the button at the top right side of the Product Admin Configuration page.