Core Banking & Ledger · Use case

Configure new deposit or lending products

Short answer

A product engine turns product design — interest, fees, limits, lifecycle — into configuration instead of code. The value is how far configuration goes before you need development, and how safely product changes can be tested and rolled out.

What this use case is

A product engine turns product design — interest, fees, limits, lifecycle — into configuration instead of code. The value is how far configuration goes before you need development, and how safely product changes can be tested and rolled out.

Who builds this

Banks launching new products
Neobanks adding savings or credit
Lenders
Credit unions and cooperatives

What your customer sees

  1. 1New products appear faster
  2. 2Clear interest and fee terms
  3. 3Consistent statements

How Core Banking & Ledger solves it

1

Product defined: type, interest, fees, limits

Product defined: type, interest, fees, limits

2

Rules configured and tested in a sandbox

Rules configured and tested in a sandbox

3

Product approved and released

Product approved and released

4

Accounts opened on the product

Accounts opened on the product

5

Interest and fees calculated on schedule

Interest and fees calculated on schedule

6

Changes versioned for existing and new customers

Changes versioned for existing and new customers

Want to have

  1. Configurable product types
  2. Interest and fee engines
  3. Lifecycle rules
  4. Versioning
  5. Testing environments
  6. Approval workflows

Optional

  1. Product templates
  2. Tiered and promotional rates
  3. Bundles

Design decisions

Flexibility

Configuration only
Configuration plus extensions

speed versus uniqueness.

What to put in your RFP

Products

  • types
  • rules

Engines

  • interest
  • fees

Governance

  • versioning
  • approvals
  • testing

Commercials

  • per product or account
Add these to an RFP

How to evaluate providers for this use case

  1. 1Configurable depth
  2. 2Change governance
  3. 3Speed from design to launch in references

Pitfalls

  • Assuming a product is configurable when it needs code
  • Changing live products without versioning

What providers will ask you

  1. Product roadmap
  2. Customer volumes
  3. Approval processes

Other Finlane categories that cover parts of this

This use case is solved mainly with Core Banking & Ledger. These categories cover specific parts of it and can be tendered alongside it.

Frequently asked questions

Other Core Banking & Ledger use cases

Scope configure new deposit or lending products with Core Banking & Ledger providers

Scope this use case