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Updated on April 20, 2021
Product Designer for Financial Services

A benefit describes a distinct value the product brings to the product. Users with the Product Marketer role can create and maintain Benefits, which consists of:

  • Benefit name
  • Benefit description
  • Benefit type
    • Account – Identify the account name
    • Service - Identify the service name
    • Other – A benefit value that is neither an account or service

The Product Designer for Financial Services application features the ability to automatically provide a bulleted list of benefits for a product: when you associate benefits with a product, the application concatenates the benefit descriptions into a string and inserts this into the BenefitsList column of the Product Matrix table.

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