Test Products and Offers

Banking products and offers created in FintechOS Studio can be tested if they have the Approved status. The following testing actions are available for approved banking products and offers:

  • Check eligibility
  • Pricing simulation
  • Underwriting

Test Products and Offers

  1. In FintechOS Studio, go to Products > Product list, and select your banking product.
  2. Click the Test Product button. The page Banking Product Simulation opens in a new tab.
  3. In the Category dropdown, select either Products or Offers. In the Subcategory dropdown, make sure your product or offer is selected, or use the list to navigate to another product or offer that you want to test.
  4. In the Test values tab, add the values needed to test the product or offer according to how it was previously set up.
  5. After adding the values, choose one the available actions:
    • Check eligibility: checks applicant eligibility.
    • Pricing simulation - performs a pricing simulation using the product's formulas.
    • Underwriting: performs a check based on the product's underwriting rules.
    • Copy values: copies the previously added values in clipboard in .json format.
  6. Details of the test are displayed in the Results tab.