Administrator Guide > Account Origination Overview > Account Application Types |
Account Application Types allows administrators to maintain the Account Categories, Products, and Sub-Products available at their institution.
The Account Application Types page can be accessed from System Management > Origination > Account > Account Application Types and provides administrators with the ability to configure the classifications, settings, and defaults of all account sub-products.
The Account Application Types page contains the following tabs:
Tab Name | Description | ||
Sub-Products |
The Sub-Products tab displays a list of all account sub-products organized by the associated category. Within each category, sub-products are arranged according to their assigned product type. From this tab, administrators are able to create and maintain the list of sub-products available at an institution.
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Products |
The Products tab displays a list of all account product types offered by an institution. From this tab, administrators are able to create and maintain the list of product types offered by an institution. |
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Categories |
The Categories tab displays a list of all account types offered by an institution. |