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Updated on April 20, 2021

You can create products from templates, which define the characteristics of a set of similar products. A template is configured such that you can quickly create a product using all the attributes, eligibilities, benefits, and price rules that make up each of these products. Templates are library components and products are in the Product Catalog to be offered and sold to a customer. For example, a fixed mortgage template is defined to have all the characteristics of a fixed mortgage, and you can use this one template to create 15-year, 20-year, and 30-year mortgage products.

Product Designer for Financial Services

You configure template components to be required and/or read-only: required components cannot be deleted from the products created from the template, while read-only components cannot be updated in the products created from the template. These configuration elements in a template are called lock options.

You manage a template using a Template case. Product Designers and Product Marketers collaborate to build their product templates. A user with the Product Designer role can create templates and configure attributes in the template. A user with the Product Marketer role can configure the Prices, Benefits, and Eligibilities for a template. Any user with both Designer and Marketer roles can perform both sets of actions on a template. When completed, the template is routed to a Product Manager for final approval before it is available for use to create products.

The following chart illustrates the template lifecycle flow:

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