Tips on Setting up Online Banking Products
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Overview
The following tips explain the sequence of steps for using the PC column on the Certificate Rate Maintenance screen to set up the online banking Rate Boards for certificate products.
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Remember that new sequence numbers are NOT saved unless you have also used the Online Banking option to set up default parameters for each individual product. For example, if you enter 11 onto an item, then immediately exit the rate maintenance screen, that sequence number will not be saved.
If you want to do this... |
Follow these steps... |
Start from scratch (create new products) |
CU*TIP: It pays to plan ahead! Because it can be tricky to re-sequence items after they have been entered, we recommend you set up your “standard” products using the lower sequence numbers, and then skip a few numbers between these and any “specialty” products that are more likely to change or be deleted.
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Modify defaults or sales information for an existing product |
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Delete a product from the online banking rate board |
CU*TIP: Remember that this will also delete any sales information configured for these products. You may want to access the sales information screen and print a copy of the text for future reference before deleting the product. |
Re-sequence some existing products
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Because the PC sequence number is the key code that identifies both the product defaults and the sales information, it is not possible to re-sequence two existing products that have already been configured. For example, if you’ve configured Special Certificates as sequence 01 and VIP Certificates as sequence 02, you cannot re-sequence to make VIP 01 and Special 02. You would need to delete at least one of the products (remember to print any sales information first) and then use the steps below to change the remaining product. If you are adding a new product, you can use the number from an existing product as long as you also change that existing product to use a new, unused number. For example, say you already have three products configured: Special Certificates as 01, VIP Certificates as 02, and Ultra Certificates as 03. You can assign 03 to your new product, as long as you also change the existing Ultra Certificates sequence number from 03 to 04 at the same time. |
Additional Video Resources
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