How to set up customer parameters
This article covers the setup procedure for the customer’s parameters. For example, the customer has the following parameters:
-
Age: 21 to 65 years.
-
Residency status: resident.
-
Employment status: has been employed for no less than 12 months with the current employer.
-
Has been a local resident for no less than 6 months.
To specify the customer parameters:
1.Go to the [Products] section, create a new product, or open the needed product page.
2.Click the button on the [Product details] detail (Fig. 1).
3.On the [Product details] page (Fig. 2) enter the start and end dates for the product conditions.
4.Click the [Add parameter] button on the [Customer characteristics] tab.
5.Select “Male age, years“, for example, in the empty field (Fig. 3).
As a result, the [Male age, years] field will appear on the [Customer parameters] tab.
6.To specify a range instead of one specific value, change the view of the field for entering values:
a.Place the cursor over the selected value.
b.Click the button.
c.Select [Value range (minimum/maximum)] (Fig. 4).
d.Enter the required range of values (Fig. 5).
7.Click the [Add parameter] button. Select the [Resident] parameter, for example, and set the value to “Yes” (Fig. 6).
8.Click the [Add parameter] button. Select the “Total work record” and specify ”12” in the field that appears to the right, for example (Fig. 7).
9.Add and fill in the parameters for residence.
10.Click [Save].
As a result, the specified customer parameters (Fig. 8) will apply when matching products to applications.
See also
•How to set up product features
•How to set up bank customer journey conditions
•How to set up the document package
•How to set up condition change criteria