> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Retail and business account launch

> Reference guide for deposit and overdraft launch patterns.

# Retail and business account launch

## Typical launch sequence

1. Define product and product version
2. Configure fees, interest, and eligibility
3. Configure documents and disclosures
4. Configure mandates and signatory model
5. Configure approval profile
6. Expose offer to channel set
7. Test onboarding, opening, funding, and servicing events
8. Activate statements and notification templates
9. Reconcile accounting outputs before production

## SME variant

For business accounts, add:

* legal entity and UBO capture
* mandate structures
* limit rules
* linked overdraft settings
* RM-assisted flows

## Key test packs

* same-day account opening
* failed KYC path
* signatory update
* payment awaiting approval
* overdraft utilization
* fee correction
* statement regeneration