Products
Overview
Configure credit products, additives, pricing algorithms, collateral requirements, and documentation rules that define your lending offerings.
What You'll Configure
Credit Products
Base product definitions with parameter ranges
Additives
Specific product variations with eligibility criteria
Pricing Scripts
Offer Engine algorithms for rate calculation
Collateral Types
Security requirements per product
Documentation
Document templates linked to products
Configuration Guides
Understand the two-tier product model and configure credit products with additives.
What you'll configure:
Credit product definitions
Additives with participant requirements
Product states and lifecycle
Time to complete: 2-4 hours per product
Create Offer Engine scripts that calculate rates, amounts, and terms.
What you'll configure:
Pricing algorithm scripts
Eligibility rules
Rate calculations
Time to complete: 2-4 hours per pricing script
Configure collateral requirements for secured products.
What you'll configure:
Collateral type selection per additive
Required vs optional collateral settings
Note: Collateral types are defined at SDK level. Admin Panel selects from available types.
Time to complete: 30 minutes per product
Link document templates to credit products.
What you'll configure:
Document template associations
Product-specific document settings
Time to complete: 30 minutes per product
Prerequisites
Access Management configured
SDK team has configured collateral types (if applicable)
Related Operations
Once configured, see how products are used in operations:
Product Selection (OPS) - How products are selected during origination
Collateral (OPS) - Managing collateral during origination
Next Steps
After configuring products, proceed to:
Workflows - Build decision automation workflows
For additional support, consult your implementation team.
Last updated
Was this helpful?