Temenos Digital
R24 AMR | Min(s) read

Product Selection

The Product Selection module enables you to confirm the products that you selected in the Origination dashboard. You can also change the selected products if required. Furthermore, you can choose additional features that you want to avail with the selected products.

The information about all the products displayed in this module is retrieved from the Marketing Catalog Microservice. Any change in data in the Marketing Catalog Microservice gets dynamically reflected in the Origination app. Therefore, you can configure the Marketing Catalog Microservice if you want to modify the data in this module.

UX Overview

This section provides an overview of the Product Selection screen. This module contains two sections:

Product Selection

The Product Selection screen displays the product groups and products offered by Origination. Alongside each product, the app displays a description of the product. Primarily, the Product Selection section contains two segments.

  • Products from the Landing page: This segment displays the products you have selected in the dashboard.
  • Additional products you might like: This segment displays the other deposit products and product groups.

For more information about the types of products offered, refer to Dashboard documentation.

productSelection
Product Selection - Savings Account ,Current Account, Term Deposits

Along with each product name, the app displays a description, a Know More option, and a checkbox. You can choose to select or de-select desired products from the list. To learn more about a product, click Know More. This directs you to a Product Details dashboard in a new window. After selecting the desired products, click Continue.

If any product from the Term Deposits product group is selected, when you click Continue, the Term Deposits section appears. For more information on simulation of plans for the Term Deposit products, refer to Term Deposits.

Otherwise, if a Term Deposits product is not selected, when you click Continue, the Feature Selection page appears.

Feature Selection

The Feature Selection section displays the features that are applicable to the specific products that you selected. For example, you can avail a Debit card, an e-statement, or Overdraft transfer protection. If a credit card is selected, then you can choose to avail card protection and provide the preferred credit limit range. In case an Overdraft product is selected, you can provide the Overdraft details such as amount, purpose, and description.

Savings feature Selection
Feature Selection- Savings Account
feature Selection
Feature Selection - Current Account

Select the desired features and click Continue.

Components

The Product Selection section contains the following components:

Component Name Instance Name
com.dbx.selectProductsV2 LandingPageProducts
com.nuo.Roadmap Roadmap
com.dbx.bannerError bannerError
com.dbx.popup closePopUp
com.dbx.customheaderNUOV2 customheaderNUOV2
com.dbx.customfooter customfooterNUO
com.nuo.loading loading
com.dbx.navButtons navButtons
com.dbx.popup popup
com.nuo.procedureForNUO procedureForNUO

The Feature Selection section contains the following components:

Component Name Instance Name
com.nuo.Roadmap Roadmap
com.dbx.popup backConfirmationPopup
com.dbx.bannerError bannerError
com.dbx.popup closePopUp
com.dbx.customheaderNUOV2 customheaderNUOV2
com.dbx.customfooter customfooterNUO
com.dbx.featureSelection featureSelection
com.nuo.loading loading
com.dbx.navButtons navButtons
com.dbx.popup popup
com.nuo.procedureForNUO procedureForNUO

Experience APIs

The following APIs are shipped as part of this feature:

API Description
getProductSelection This API retrieves selected products from the Origination Data Microservice (ODMS).
updateProductSelection This API updates selected products to the Origination Data Microservice (ODMS); and product IDs in the DBX DB.
getProductsForPurpose This API fetches the list of products for the given purpose from the Marketing Catalog Microservice.

Configurations

The data displayed in the Product Selection and the Feature Selection screens is based on the information in the Marketing Catalog Microservice. Therefore, you can make some configurations to the Marketing Catalog Microservice to enhance or modify the data in the Product Selection module. For more information on Marketing Catalog Configurations, click here.

Extensibility

By using the Extensibility feature, you can customize the modules based on your requirements. For more information, refer to Extensibility.

Copyright © 2020- Temenos Headquarters SA

Published on :
Thursday, May 30, 2024 12:41:14 PM IST