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Within the Categories tab, institutions are able to further breakdown the Loan Product into categories such as Secured, Unsecured, etc.

The grid within the Categories tab displays the following columns of information about each Category:

Column	Description
Name	An editable column that provides the ability to enter a name for the Category. The same Category name can defined for a Loan Application Type and an Account Application Type.
In Use	Displays a  when the Category is used by a Product.

From this tab administrators are provided with the ability to add and delete Sub-Product Categories. 

Add a Category

• To create new Category, click . A blank grid line appears.
• Click within the Name field and enter the Category name.

• Click  to submit changes.

Delete a Category

• To delete a Category, highlight the desired Category within the grid and click .
• A confirmation message appears to confirm that the category should be deleted. Click Yes to delete the Category or No to retain the Category.

 

 

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