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Set Up Products for Retail Deposit Account Origination

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Set Up Products for Retail Deposit Account Origination

Prepare your product catalog to reflect the deposit accounts your institution offers. Create products, such as savings and checking accounts, and configure their attributes. These configurations ensure the intake Omniscript launches correctly, validates inputs, and surfaces the right offers.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

  • Create Catalogs for Deposit Account

    Set up your deposit account product catalog so the intake flow can present products to applicants and launch the correct Omniscript. Create a product category to group your deposit account products so applicants can browse and select them from the Experience Cloud portal.

  • Create Deposit Account Products

    Create individual deposit account products under the Deposit Accounts category to represent the specific account types that applicants can apply for.

  • Define and Update Product Attributes for Deposit Account Origination

    Configure product attributes to define the deposit-account-specific values that drive offer generation, funding validation, and Omniscript navigation. Setting up these attributes makes sure that the intake Omniscript correctly validates applicant inputs, surfaces the right offer, and stores proposal details. See Product Attributes for Deposit Account Origination.

  • Product Attributes for Retail Deposit Account Origination
    Product attributes control how the Deposit Account Origination intake Omniscript behaves for each product. They determine the available funding methods, validate initial deposit requirements, and store proposal details. Configure these attributes in the Product Catalog to ensure the Omniscript launches, validates inputs, and generates offers correctly.
 
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