Before you begin
Integrating the product into mobile app
You must integrate your product into AMS so that it displays in the wallet when customers log into the mobile phone app.
-
On the AMS menu, click Financial > Account Management > Wallet Types.
-
On the Wallet Types page, click Add. A row is added to the bottom of the page.
-
Enter the following information:
|
Field |
Description |
|---|---|
|
Name |
Unique name for the wallet type |
|
Description |
Brief summary of the wallet type |
|
Image |
If you want an icon to display in the mobile app along with the product name, click Upload to upload the image file. The image must be an SVG file with an aspect ratio of 1:1. SVGs permit scalability without compromising on quality. |
|
Info |
If you want to display additional information about the product in the mobile app, enter that information here. Icons must be in SVG format with an aspect ratio of 1:1. |
|
Conditions URL |
URL of the Terms and Conditions page on your website |
|
External System ID |
Leave this field blank. |
|
External System Type |
Type of product – Savings, Fixed Deposit or Loan |
|
Form Link |
URL for the HubSpot form. Learn more... |
|
Tax Type |
Select RWT or PIR. |
|
Available |
If you want the product to be visible in the mobile app, ensure that the checkbox is selected. |
-
Click Save.
-
Enter a reason for creating the wallet type, then click CONFIRM. AMS adds the wallet type.
What's next