Configure regulation categories and subcategories

Configure regulation categories and subcategories to be used in the complaint service cases that have regulatory impact.

Before you begin

Role required: sn_bom_compl.admin

Procedure

1. Navigate to All > Complaint Management > Administration > Regulation category.

2. Click New.

3. In the Category name field, enter a suitable name for the category and click Submit.

4. Associate a subcategory with the regulation category.

   1. Navigate to Complaint Management > Administration > Regulation subcategory.

   2. Click New.

   3. On the form, fill in the fields.

      Field	Description
      Code	Product code, if any, associated with the regulation.
      Regulation category	Category of the regulation which is being breached or impacted. The subcategory is associated with this category.
      Description	Description of the product. For example, Mutual Funds.
      Problem	Description of the problem. For example, Disclosure of Fees.

   4. Click Submit.