## Maintaining Product Subtypes

Step | Action
1. | Begin by navigating to the Maintaining Product Types and Subtypes page. Click the Links link.
2. | Click the Manage Unified Loan Origination link.
3. | Click the Maintain Product Types and SubTypes link.
4. | Use the Maintain Product Types and SubTypes page to modify product type and subtype options made available when creating or reviewing loan applications.
5. | Click the Maintain SubType tab.
6. | Use the Maintain SubType tab to modify product subtypes made available when creating or reviewing loan applications.
7. | Click the Select a Product Type list.
8. | 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. Click the Loan list item.
9. | First, add a new product subtype. Click the Add button.
10. | Click the Application Type list.
11. | Click the Consumer Loan list item.
12. | Lookup Codes are unique keys in the data tables and built into the logic of Oracle ULO. Click in the Lookup Code field.
13. | A Lookup Code can be upper or lower case. Enter the desired information into the Lookup Code field. Enter a valid value e.g. "EL".
14. | Next, specify a short display value. Display values appear as list entries for a particular field, while creating or reviewing a loan application. Click in the Display Value field.
15. | Enter the desired information into the Display Value field. Enter a valid value e.g. "Education Loan".
16. | Use the Description field to add an optional description. Click in the Description field.
17. | Enter the desired information into the Description field. Enter a valid value e.g. "For students".
18. | Saving the product subtype makes it appear on the list of options when you create loan applications. Click the Save button.
19. | The Education Loan product subtype is now added.
20. | Next, modify the Education Loan product subtype by editing the description. Click in the Description field.
21. | Enter the desired information into the Description field. Enter a valid value e.g. "Loan".
22. | You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead. Click the Undo button.
23. | 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. Click an entry in the row.
24. | Click the Delete button.
25. | Confirm that you want to delete the Education Loan product subtype. Click the Yes button.
26. | The Education Loan product subtype is now deleted.
27. | 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. Click an entry in the row.
28. | Click the Active option.
29. | Click the Save button.
30. | The Auto Loan product subtype is now inactive.
31. | You have completed the Maintaining Product Subtypes topic. End of Procedure.