Product Templates

The core of Product Factory is the Product Designer, FintechOS’ solution for building banking and insurance products. The products are built using templates that allow you to customize key features like amounts, durations, fees, interests, etc., all streamlined in a unified user experience that is highly configurable and easy to use. You can either:

• Use Built-In Product Templates that are available out-of-the box for a variety of scenarios.
• Create your own Custom Product Templates tailored to your specific business requirements.

Select a Product Template

To select a template for your product:

1. Go to Main Menu > Product.
2. Click + New Product.
3. Browse the available templates and select one. If you need help, you can Use Dex to Select a Product Template.

Use Dex to Select a Product Template

Dex can help you select a template for your product that matches your requirements. Either click the Dex assistant button in the top right corner of FintechOS Studio, or, at the bottom of the New Product screen, click the Search with Assistance button.

1. Interact with Dex to provide details about the product you want to create.
   
2. After collecting enough information, Dex generates a list of relevant product templates. Click the Open list button to view the suggestions.
   
3. Hover over a proposed template and click either Use to pre-populate the product data based on the template or Preview to examine the product template further before making a decision.