- Maintaining Product Subtypes
- Maintaining Product Subtypes
- Begin by navigating to the
- Maintaining Product Types and Subtypes
- page.
- You have completed the
- Maintaining Product Subtypes
- topic.
- 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.
- Original Path
- Adding a product subtype
- Modifying a product subtype
- Deleting a product subtype
- Links
- Manage Unified Loan Origination
- Maintain Product Types and SubTypes
- Maintain SubType
- Select a Product Type
- Loan
- Add
- Application Type
- Consumer Loan
- Lookup Code
- Lookup Code
- Display Value
- Display Value
- Description
- Description
- Save
- Delete
- Yes
- Active
- Save
- Description
- Undo
- Description
- Product subtypes specify values used in loan applications. Oracle Unified Loan Origination ships with seeded values for product subtypes.
- The seeded values are:
- Credit Card - No seeded product subtypes
- Insurance Policy - No seeded product subtypes
- Loan
- Business Loan - Small Business Loan
- Consumer Loan - Auto Loan
- Consumer Loan - Home Equity Loan
- Consumer Loan - Personal Loan
- Line of Credit - No seeded product subtypes
- You can add additional product subtypes to meet your organization's needs.
- In this topic, you will modify product subtype options.