This prototype is for validating user flows and workflows only. It does not reflect any development work or final build.

Help & Support

Learn how to use the Westpac Product Management System

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Contents

Getting Started

What is the Westpac Product Management System?

The WPM system manages the complete product lifecycle for Westpac's banking products, from creation through approval and publishing. It uses a 5-level hierarchy: Family → Type → Group → Base Product → Variant.

Understanding the Product Hierarchy

Products are organized hierarchically. Product Families contain Types, which contain Groups, which contain Base Products, which have Variants. Each level adds more specificity and detail.

Creating Your First Product

Navigate to Products > Create Base Product. Fill in the required fields across all sections (Basic Info, Classification, Financial Details, Regulatory & Risk, Eligibility). Once complete, save as a draft.

Workflows & Drafts

How do drafts work?

All changes to products create drafts. Drafts must be reviewed and approved before changes are published. This ensures all changes go through proper governance.

Submitting a draft for review

Once you've completed your draft, click "Submit for Review". The draft will be assigned to a Reviewer who can approve it for final approval or request changes.

Approval workflow

Drafts follow this workflow: In Progress → Submitted for Review → Under Review → Awaiting Approval → Approved/Rejected. You can track progress in the draft detail page.

Requesting changes

Reviewers and Approvers can request changes by adding comments and selecting "Request Changes". The draft returns to the creator for updates.

Key Features

Work Dashboard

View all your drafts, tasks, and recent activity from the Work Dashboard. Switch between "My Work" to see drafts you created and "Assigned to Me" to see drafts awaiting your review or approval.

Table vs Kanban View

Toggle between Table view (detailed list) and Kanban view (visual board) on My Work and Assigned pages. Kanban is great for understanding workflow status at a glance.

Notifications

Stay informed with real-time notifications for reviews, approvals, comments, and status changes. Click the bell icon in the navbar to view all notifications.

People Directory

Find colleagues, view their roles, and see who has specific permissions. Filter by role, department, or Line of Business.

Roles & Permissions

Product Manager

Can create and edit product drafts, submit them for review, and respond to change requests. Cannot approve their own drafts.

Reviewer

Reviews submitted drafts for accuracy and completeness. Can approve drafts for final approval or request changes. Acts as the first gate in the approval process.

Approver

Provides final approval before publishing. Can approve, reject, or request changes. Has authority to publish changes to production.

LOB Administrator

Manages Line of Business specific configurations, custom fields, and user permissions within their LOB. Has access to the Admin section.

Tips & Best Practices

Use descriptive names

When creating products or variants, use clear, descriptive names that indicate the product's purpose and differentiators. Include region, features, or target segment.

Fill in descriptions thoroughly

Detailed descriptions help reviewers understand your changes and reduce back-and-forth. Explain what makes this product unique and who it's for.

Use comments effectively

When reviewing, provide specific, actionable feedback in comments. Tag specific fields to help the creator understand what needs changing.

Check "My Work" regularly

Stay on top of your drafts by checking My Work daily. Respond promptly to change requests to keep the approval process moving.

Save drafts frequently

Don't lose your work! Save your draft as you fill in sections. You can always come back and continue editing before submitting for review.

Frequently Asked Questions

Can I edit a published product?

No, you cannot directly edit a published product. Instead, click "Edit" on the product detail page, which creates a new draft with the current values. Edit the draft and submit for review.

What happens if my draft is rejected?

Rejected drafts are marked with "Rejected" status. You can view the rejection reason in comments, make necessary changes, and resubmit as a new draft.

Can I delete a draft?

Yes, you can delete drafts that are still "In Progress". Once submitted for review, drafts become part of the audit trail and cannot be deleted.

How do I create a variant?

You can create a variant from the Products page (Create Variant button) or from a Base Product detail page (Create Variant action). Select the base product and fill in variant-specific fields.

What are LOB-specific fields?

Lines of Business can define custom fields specific to their products. These appear in the Base Product creation wizard and vary based on the LOB you select.

Who can I contact for help?

Contact your LOB Administrator for questions about permissions or workflows. For technical issues, contact the IT Support team via the support portal.

Additional Resources

User Guide

Comprehensive documentation and tutorials

Video Tutorials

Step-by-step video guides

Training Portal

Interactive courses and certifications