Product Configuration Panel
Product fields
Product fields define the custom fields that appear at the product level. These fields capture product-specific data points and are configurable to control what information is collected or displayed when managing a product.
The icons on the right side allow editing, viewing the history, expanding the details, or locking the field.
System-generated fields such as client ID, created date, and ID are read-only and cannot be modified by users.
Obligation fields
Obligation fields manage the information associated with obligations created under a product. This section lets you define what data is tracked and displayed at the obligation level, such as loan terms, statuses, or custom attributes.
Asset fields
Asset fields are configured for any assets tied to an obligation, such as collateral or financed items. You define what asset information to capture and display. When no asset fields are configured, the page displays "no fields available."
Project fields
Project fields define fields specific to projects associated with the product. Use this section when obligations are grouped or managed under a project structure. Each project is organized by label. When no project fields have been configured, the page displays "No fields available."
Documents
The documents section links to documents associated with products, such as loan agreements, disclosure forms, or notices. This section provides a view of the documents available for product obligations and explains how those documents are generated.
Document templates are the preset forms for loan agreements, payoff quotes, disclosure forms, or notices.
To add a document template, select + Document Template or Add Document Template. Fill in the Name, Key, Document Type, and Context Type fields.
Page templates are custom page layouts that control how information is displayed for obligations under this product.
Added templates appear in the table. You can edit or delete templates from this view.
Next: Continue to Product Configuration — Financial Settings for ledgers, return reasons, fees, payment spread, projects, and webhooks.