Maintaining Product Types

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

These are the product types shipped with Oracle ULO. You modify all product types using the same steps. In this topic, you will modify the Liability product type.

First, add a new product type.

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 type makes it appear on the list of options when you create loan applications.

Confirm that you want to delete the Mortgage product type.

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

Next, perform a soft delete on the Credit Card product type.

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 Type tab to modify product types made available when creating or reviewing loan applications.

The Mortgage product type is now added.

The Mortgage product type is now deleted.

The Credit Card product type is now inactive.

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

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

First, perform a hard delete on the product type Mortgage.

Next, modify the Mortgage product type by editing the description.

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 Types

You have completed the Maintaining Product Types 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 Select a Product Category list.
Click the Liability list item.
Click the Add button.
Click in the Lookup Code field.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"MOR"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Mortgage"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Property mortgages"
.
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 an entry in the row.
Click in the Description field.
Click the Undo button.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Property"
.
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