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Defining the product components

Updated on April 20, 2021

Product Designer for Financial Services provides a Library page on the Product Studio portal to help you create the components needed to create products and bundles.

Product Designer for Financial Services

Components are defined in the library and are available to be reused when creating products and bundles. Components are created and maintained with actions that are accessible via the user’s role. All users can view a component or view its references. Only users with the appropriate roles can create, configure, retire, and delete components.

  • Create
  • View
  • Configure – Update the configuration of a component.
  • Retire – Not available for use in products but can continue to be referenced by products that already use them. Retired components appear in the library.
  • Delete – Not available for use in products and are not used in any existing products. Deleted components do not appear in the library.
  • View references – View list of products or components that use the component.

Each component has a name, unique identifier and description as well as other fields that are relevant to the component. The unique identifier is set to the component name but can be updated to a different value if desired. Components have a status of ‘Active’ in the library when they are available for use in a product or bundle.

The Product Designer and Product Marketer creates and manages the following components.

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