Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

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 btn_chapter_mobile_wizard_new_role.png button on the [Product details] detail (Fig. 1).

Fig. 1 Adding a product condition

scr_section_products_terms_and_conditions.png 

3.On the [Product details] page (Fig. 2) enter the start and end dates for the product conditions.

Fig. 2 Product condition page

scr_section_products_new_terms_for_client.png 

4.Click the [Add parameter] button on the [Customer characteristics] tab.

5.Select “Male age, years“, for example, in the empty field (Fig. 3).

Fig. 3 Selecting characteristics

scr_section_products_choose_women_age.png 

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 btn_products_change_field.png button.

c.Select [Value range (minimum/maximum)] (Fig. 4).

Fig. 4 Changing the field view

scr_section_products_value_range.png 

d.Enter the required range of values (Fig. 5).

Fig. 5 Specifying a value range

scr_section_products_women_ages.png 

7.Click the [Add parameter] button. Select the [Resident] parameter, for example, and set the value to “Yes” (Fig. 6).

Fig. 6 Specifying a Boolean value

scr_section_products_client_resident.png 

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).

Fig. 7 Specifying a fixed numeric value

scr_section_products_total_years.png 

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.

Fig. 8 Example of customer parameters

scr_section_products_clieent_characteristic.png 

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

The [Product categories and types] lookup

The [Lookups] section

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