Product & Service Bundles

Cross-product packages, who is entitled to them, and what has to be true before a package benefit actually applies.

Signed in as Relationship Manager — switch

Bundles carry no country of their own. What a client can actually take is the intersection of the components with what is published in their entity (PRODUCT_AVAILABILITY), so a regional package narrows per client. Benefits compete with promotions, relationship tiers and rebates on equal footing in the pricing engine; only the single most generous source is applied.

Relationship Manager has read-only access here. The Product Module function list assigns bundle authoring to the Product Manager (F-B-01, F-B-02, F-B-09) and benefits and sign-off to the Pricing Manager (F-B-06 … F-B-08, F-B-10). The Relationship Manager is not an actor on any of them. Switch role to author one.

Narrow for a client

Pick one to see what each bundle reduces to in their entity

No client — full definition Samsung Asia Pte Ltd (SG)Samsung Electronics Co., Ltd (KR)Samsung Electronics Vietnam (SEV) (VN)Siam Cement Public Co. (TH)VinFast Trading & Production JSC (VN)

Core Cash PackageCASH-COREcross productACTIVEv1

01 Jan 2026 — 31 Dec 2026 · CASH · VN

Open

0 of 3 components available to Siam Cement Public Co.. Cannot be sold whole — mandatory component(s) not published there: Account Maintenance (VN), Outward TT Transfer (VN).

Components

Product	LOB	Country	Required	Available to TH
Account Maintenance (VN)	CASH	VN	mandatory	no Not published in UOB Thailand.
Payroll Processing (VN)	CASH	VN	optional	no Not published in UOB Thailand.
Outward TT Transfer (VN)	CASH	VN	mandatory	no Not published in UOB Thailand.

Eligibility — Large Corporate

Any large corporate client. All criteria must hold.

Criterion	Test
segment	EQ SEG-LARGE-CORP

Benefits

Benefit	Applies to	Value
Core Cash package discount fee discount · priority 10	every component	−7%

Activation conditions

A benefit only bites when the package is genuinely being used. The calculation breakdown names any condition that failed.

Type	Requirement	Threshold
co active	At least 2 mandatory components priced in the same scenario.	≥ 2 components

Regional Cash + Trade PackageCASH-TRADE-REGIONALcross lobACTIVEv2

01 Jan 2026 — 31 Dec 2026 · promo window 01 Oct 2026 — 31 Dec 2026 · TRADE, CASH · VN, SG

Open

0 of 4 components available to Siam Cement Public Co.. Cannot be sold whole — mandatory component(s) not published there: Import LC Issuance (VN), Outward TT Transfer (SG), Outward TT Transfer (VN).

Components

Product	LOB	Country	Required	Available to TH
Import LC Issuance (VN)	TRADE	VN	mandatory	no Not published in UOB Thailand.
Cash Pooling (SG)	CASH	SG	optional	no Not published in UOB Thailand.
Outward TT Transfer (SG)	CASH	SG	mandatory	no Not published in UOB Thailand.
Outward TT Transfer (VN)	CASH	VN	mandatory	no Not published in UOB Thailand.

Eligibility — FDI Premium

FDI manufacturers active in at least two lines of business. All criteria must hold.

Criterion	Test
segment	EQ SEG-FDI-MFG-VN
min lob count	GTE 2

Benefits

Benefit	Applies to	Value
LC discount when Cash + Trade active fee discount · priority 10	Import LC Issuance (VN)	−20%
Regional package baseline discount fee discount · priority 20	every component	−8%

Activation conditions

A benefit only bites when the package is genuinely being used. The calculation breakdown names any condition that failed.

Type	Requirement	Threshold
co active	Cash and Trade both active — at least 3 mandatory components.	≥ 3 components
commit volume	Committed LC volume of at least 100 per year.	≥ 100 LC/year

Trade Growth PackageTRADE-GROWTHcross productDRAFTPENDINGv1

01 Feb 2026 — 31 Dec 2026 · TRADE · VN

Open

0 of 2 components available to Siam Cement Public Co.. Cannot be sold whole — mandatory component(s) not published there: Bank Guarantee Issuance (VN), Import LC Issuance (VN).

Components

Product	LOB	Country	Required	Available to TH
Bank Guarantee Issuance (VN)	TRADE	VN	mandatory	no Not published in UOB Thailand.
Import LC Issuance (VN)	TRADE	VN	mandatory	no Not published in UOB Thailand.

Eligibility — Large Corporate

Any large corporate client. All criteria must hold.

Criterion	Test
segment	EQ SEG-LARGE-CORP

Benefits

Benefit	Applies to	Value
Trade growth guarantee discount fee discount · priority 10	Bank Guarantee Issuance (VN)	−12%

Activation conditions

A benefit only bites when the package is genuinely being used. The calculation breakdown names any condition that failed.

Type	Requirement	Threshold

Not modelled

The catalog spec puts a SERVICE layer beneath each product (F-A-03), so a bundle component can point at a sub-service rather than a whole product. This prototype prices at product level only, so components reference products. Noted rather than invented — the component table takes a service reference without restructuring.