The following procedures will outline the steps for adding and managing any Product codes to be used within the system. Product codes are a general description of the transaction, such as mortgages or auto loans. Product codes are commonly used when setting up Underwriting Criteria in the CDP.
Step 1 Log into the Compliance Data Platform
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Settings
Step 3 Hover over Products
Step 4 Click on Product Codes
Step 5 To add a new Product code, click the green Add New button on the upper right-hand corner
5.1 Type in the Code
5.2 Type in the Name or description of the Product
5.3 Click Save
Step 6 To Edit a Product Code, click on the desired Product code
6.1 Select Edit
6.2 Make the desired changes
6.3 Click Save
6.4 If the changes are not desired, click the X in the upper right-hand corner to Cancel the changes
Step 7 To Delete a Product Code, click on the desired Product code
7.1 Select Delete
7.2 Click Yes in the confirmation message
Article Reference CDP207