FD Profile Setup

The FD Profile Setup page allows you to define which Fixed Deposit products are available through the internet banking channel in Udara360, and configure the tenure options, interest rates, and penalty rates that apply to each. Each profile maps a product to one or more tenure tiers, giving customers the ability to select the term that suits them when placing a fixed deposit through internet banking. This guide will walk you through creating and managing FD profiles.

Accessing FD Profile Setup

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Internet Banking and Select FD Profile Setup from the dropdown list

Adding an FD Profile

1. Click the Add button at the top left of the page

2. Select the Product from the dropdown; the Product Code will populate automatically

3. For each tenure tier, fill in the following fields:

Field	Description
Tenure (In Months)	The duration of the fixed deposit, selected from the dropdown
Interest Rate (%)	The interest rate applicable for this tenure
Penalty Rate (%)	The penalty rate applied for early liquidation

1. Click Add New to add additional tenure tiers as needed

2. Click Remove to delete a tenure tier

3. Click Save to create the profile

Modifying, Viewing, or Activating a Profile

1. In the Actions column, click the three vertical dots (⋮) next to the profile you want to update

2. Select Modify to update the profile details, or

3. View to see the full profile, or

4. Activate to enable an inactive profile.

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.