How to set up condition change criteria

The [Condition change criteria] tab of the [Product details] page contains additional criteria that can affect the bank customer journey conditions of the product. For example, the interest rate of a loan may be lowered if the customer has an exceptionally high credit score.

Use the [Product categories and types] lookup to set up the list of available criteria.

To add condition change criteria to a product:

1.Go to the [Products] section and open the needed product page.

2.Click the button on the [Product details] tab.

3.Go to the [Condition change criteria] tab.

4.Click the button.

5.Fill out the fields on the opened [Condition change criteria in the product conditions] page (Fig. 1):

Fig. 1 Example of the condition change criteria in a product

 

a.Select a value from the lookup in the [Change criteria] field.

b.Enter the value for the criteria. For example, select the checkbox for Boolean criteria.

c.In the [Variable parameter] field, select the product feature that is affected by the criteria. For example, select “Interest rate, per year.” The values are selected from the [Default feature] lookup.

d.In the [Correcting value] field, enter the value by which the variable parameter value must be adjusted.

Note

To decrease the variable parameter value, enter the correcting value a preceding “-” character. Otherwise, the variable parameter value will be increased by the correcting value.

6.Click [Save].

See also

•The [Product categories and types] lookup

•The product page

•How to set up customer parameters

•How to set up product features

•How to set up bank customer journey conditions

•How to set up the document package