Managing Products

This guide covers administrator tasks on the Products list page: browsing, searching, creating, importing, exporting, and publishing product definitions.

---

Opening the Products List

1. Click Configurations in the main sidebar.
2. Under General Settings, click Products (selected by default).
3. The products list opens at /settings/products/list.

The page displays every product configured in the environment. Each row shows:

Column	Description
Checkbox	Selects the product for bulk export
Product Id	Unique identifier used by the system (for example, user_holdings, loan, customer)
Product Name	Display name shown in the UI (for example, LAS, KSKL Fee Payable, Bank LAS Account)

---

Searching and Refreshing

Search

1. Click the Search bar above the table.
2. Enter part of a product ID or name.
3. The list filters to matching entries.

Refresh

Click the Refresh icon to reload the product list from the server.

---

Customizing the List View

1. Click View above the table.
2. Select display options such as Large, Default, Compact, Bordered, Row-lines, or Stripes.
3. Choose which columns are visible.

These options follow the same pattern used across other configuration list pages (for example, Tariff).

---

Adding a New Product

1. On the products list page, click + New Product.
2. The product editor opens at /products/add.
3. Enter the Product Name (this becomes the product identifier).
4. Configure Allowed Accounts, Free Texts, and Product Parameters as described in Configuring Products and Account Configuration.
5. Save your changes.

After creation, the new product appears in the products list and becomes available for account creation and process configuration.

---

Editing an Existing Product

1. On the products list, click a product row (for example, user_holdings or customer).
2. The Update Product editor opens at /products/add?id=<product_id>.
3. Modify the product name, accounts, free texts, or parameters.
4. Save your changes.

---

Importing Products

Use import to bulk-load product definitions from a JSON file prepared in a lower environment or by your engineering team.

Configuration Procedure

1. Navigate to Configurations → Products.
2. Click Import Products (.json).
3. Select the approved JSON file.
4. Confirm any warnings in the import dialog.
5. Click Refresh and verify the imported products appear in the list.
6. If your runbook requires it, click Load Configuration In Memory to publish changes.

Important Notes

• Always validate imported JSON in a non-production environment first.
• Import may create or overwrite product definitions depending on the file contents.
• Coordinate with your team before importing into production.

---

Exporting Products

1. On the products list, select one or more products using the row checkboxes.
2. Click Export Products (appears when at least one row is selected).
3. Save the downloaded JSON file for backup or migration to another environment.

To export all visible products, use Select All (via the header checkbox) before clicking Export Products.

---

Load Configuration In Memory

Load Configuration In Memory forces the running ledger service to reload product and related configuration from persistence.

When to use

• After creating, updating, or importing products when changes must take effect immediately.
• Per your deployment runbook after configuration changes.

Important Notes

• This action can cause brief inconsistency or a performance impact during reload.
• Do not use without approval if you are not trained on configuration administration.
• Some environments may pick up changes automatically; confirm with your team whether this step is required.

---

Example Products

The following products are commonly configured in Sumo Ledger deployments:

Product Id	Product Name	Typical Use
customer	customer	Customer master accounts with KYC metadata
loan	loan	Loan accounts with principal and interest sub-ledgers
las	LAS	Loan-against-securities product
user_holdings	user_holdings	User portfolio or holdings tracking
bank_las_account	Bank LAS Account	Bank-side LAS settlement account
kskl_fee_payable	KSKL Fee Payable	Fee payable liability product

---