Setting up product groupings

The Profitability Data > Product Groupings page allows you to assign product codes to groups for reporting, capital allocations, credit risk, and expenses.

Adding products

The Product Groupings page is populated automatically with products imported during the initial implementation. You can add additional products on-the-fly during the set up process as needed.

To add product groupings:

1. From the Command Center, click Profitability Data > Product Groupings.

2. On the Product Groupings page, click Add Products.

   

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3. Select the instrument table in the drop-down list (CDs, Loans, Deposits, Fee-based).

4. Enter the following information in the Add product dialog:

   Field name	Description
   Product code	Required; 1-50 character limit.
   Description	A text description of the product.
   Credit risk group	(Loans only); Select the appropriate credit risk group for the product.
   Capital risk group	(CDs, Deposits, Loans only); Select the appropriate capital risk group for the product.
   Expenses risk group	(CDs, Deposits, Loans only); Select the appropriate expenses risk group for the product.
   Report group	Select the appropriate report group for the product.

5. Click Add.

6. Click OK at the prompt.

Once added, you can edit product groupings as needed.