Maintaining Product Subtypes

Begin by navigating to the Maintaining Product Types and Subtypes page.

These are the product subtypes shipped with Oracle ULO. You modify all product subtypes using the same steps. In this topic, you will modify the Loan product subtype.

First, add a new product subtype.

Lookup Codes are unique keys in the data tables and built into the logic of Oracle ULO.

A Lookup Code can be upper or lower case.

Next, specify a short display value. Display values appear as list entries for a particular field, while creating or reviewing a loan application.

Use the Description field to add an optional description.

Saving the product subtype makes it appear on the list of options when you create loan applications.

Confirm that you want to delete the Education Loan product subtype.

A soft delete inactivates a product subtype already used in loan applications. Inactivated product subtypes are not displayed as options for creating or reviewing loan applications.

Next, perform a soft delete on the Auto Loan product subtype.

Use the Maintain Product Types and SubTypes page to modify product type and subtype options made available when creating or reviewing loan applications.

Use the Maintain SubType tab to modify product subtypes made available when creating or reviewing loan applications.

The Education Loan product subtype is now added.

The Education Loan product subtype is now deleted.

The Auto Loan product subtype is now inactive.

Next, modify the Education Loan product subtype by editing the description.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the product subtype from the database table, provided it is not used in a loan application.

First, perform a hard delete on the product subtype Education Loan.

You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead.

Maintaining Product Subtypes

You have completed the Maintaining Product Subtypes topic.

A Lookup Code can be upper or lower case.

Click the Links link.
Click the Manage Unified Loan Origination link.
Click the Maintain Product Types and SubTypes link.
Click the Maintain SubType tab.
Click the Select a Product Type list.
Click the Loan list item.
Click the Add button.
Click the Application Type list.
Click the Consumer Loan list item.
Click in the Lookup Code field.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"EL"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Education Loan"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"For students"
.
Click the Save button.
Click the Delete button.
Click the Yes button.
Click an entry in the row.
Click the Active option.
Click the Save button.
Click in the Description field.
Click an entry in the row.
Click the Undo button.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Loan"
.
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