You can download your institution's product list offerings and settings to a *.CSV or *.XLSX file for quick access to offline product information.
To download products:
From Narmi Command, select Account opening > Product list manager > Download.
From the menu, select either Download CSV or Download XLSX, and the file automatically downloads to your computer.
Download File Fields
The downloaded *.CSV or *.XLSX file contains the following fields (from left to right). Please see Product Details and Settings for additional information.
Field | Definition | Example |
|---|---|---|
id | The core-based product ID | 12345 |
name | Name of product offering | Premium Debit Checking |
category | The type of product: Checking, Savings, Certificate of Deposit, or Money Market | checking |
description | Short description displayed on the product card | A checking account with a custom debit card |
minimum_balance | The minimum balance required for the account; configure this in Narmi Command under Institution settings > Product List > minimum_balance | 100 |
maximum_balance | The maximum balance required for the account; blank if there is no maximum | 10000 |
ongoing_minimum_balance | The balance that is required for the customer/member to maintain once the account is opened | 100 |
required | TRUE if the product is required for the applicant, FALSE if not | TRUE |
required_for_existing_members | TRUE if the product is required for existing members, FALSE if not | TRUE |
can_add_beneficiaries | TRUE if the applicant can add beneficiaries for the product, FALSE if not | TRUE |
recommended | TRUE if the product is flagged as recommended to the applicant, FALSE if not | TRUE |
max_count | The limit to how many times the applicant can open the specific product ID | 1 |
hidden | TRUE if hidden, blank or FALSE if visible | FALSE |
public | TRUE if product is “active,” FALSE if product is “Inactive” | TRUE |
exclusive_application_types | For consumers, this is Personal; for businesses, this is the answer to What kind of applicant can open this product? (Sole Proprietor, Partnership, LLC, or Corporation) | ['personal'] |
display_order | The placement of this product onscreen to the applicant | 1 |
monthly_service_fee | The value in the Monthly service fee field when adding or editing a product | $0 monthly fees |
details | The values from the Details #1, Details #2, and Details #3 fields when adding or editing a product | ['No ATM fee', 'Great rate', 'No monthly service fees'] |
features | Whether you offer Debit card and/or Overdraft opt-in, blank if not offered | {'debit_card': True} OR {'overdraft': '1'} |
disclosures | Product-specific disclosure information. Go to Product-Specific Disclosures for details. | [{'checkbox_text': 'I agree to the terms', 'markdown': '__markdown__ [link](narmi.com)'}] |
debit_card_required | TRUE if a debit card is required for the product and displays as required in the application’s Preferences page, blank or FALSE if debit card is not required | TRUE |
debit_card_enabled_by_default | TRUE if pre-selected for the applicant, blank if not | TRUE |
more_details_url | The URL from the More details URL field when adding or editing a product | www.narmi.com |
more_details_copy | The text from the More details copy field when adding or editing a product | View our rates |
account_activity_questions | The account activity questions for the product. Go to Product-Specific Account Activity Questions for details. | [{'question': 'Do you plan on depositing more than $5000 per month into this account?', 'questionType': 'dropdown', 'label': 'answer', 'options': ['Yes', 'No']}] |