How to set up condition change criteria
The [Condition change criteria] tab of the [Product details] page contains additional criteria that can affect the lending 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):
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
•How to set up customer parameters
•How to set up product features