Setting up condition change criteria

The [Condition change criteria] tab of the [Product details] page contains additional criteria that can affect the bank sales 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 sales conditions

•Setting up the document package