Financial Product Pricing Rule

Type: Information Object

Status: Active
Industry Sector: Financial Services
Sensitivity Level: Restricted
Personal Information: No PII

Description:
A rule or parameter set used to determine fees, rates, spreads or other pricing conditions for a financial services product.

Accessed by Application(s):

• Financial Product Catalog Application

 Yes

Attributes

Order	Name	Description	Type	Cardinality	Example value
1	Rule ID	Unique identifier for the pricing rule	GUID	Mandatory
2	Product ID	Reference to the financial product the rule applies to	Reference	Mandatory
3	Rule Name	Human-readable name of the pricing rule	String	Mandatory
4	Customer Segment	Customer segment or eligibility condition for the rule	String	Optional
5	Approval Status	Current approval status of the pricing rule	Enumeration	Mandatory	Approved
6	Effective Date	Date from which the pricing rule applies	Date	Mandatory
7	Expiry Date	Date on which the pricing rule stops applying if known	Date	Optional
8	Pricing Component	The rate, fee, premium, spread or charge governed by the rule	Enumeration	Mandatory	Interest Rate
9	Calculation Method	Method used to calculate or apply the pricing component	String	Mandatory

 Yes
 
 Active
 No PII
 Restricted
 Financial Services
 A rule or parameter set used to determine fees, rates, spreads or other pricing conditions for a financial services product.

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