Open vs. Revolving vs. Installment

    Classifying products correctly to set expectations for payments and balances.

    Updated 8/14/2025 · 1 min read

    Product taxonomy

    Open accounts require payment in full each cycle, revolving accounts allow balances, and installment loans amortize over a fixed term. Accurate classification supports clear consumer disclosures.

    Validation impacts

    Open/revolving lines usually require a credit limit; installment/mortgage require original amount. Status and past-due behaviors differ across types.