Segmentation in RPA

Following are the several segmentation types that are being supported:

·        Demographic Segmentation

·        Profitability segmentation

·        Risk Based Segmentation

·        Behavioral Segmentation

·        Channel Usage Segmentation

·        Affluence Segmentation

The objective of segmentation is to define a framework that will score accounts at MIS Date and Run level and, correspondingly, create clusters based on the dimensions and dimension members.

These scores and segments will be stored into a new fact table. The inputs for this model will come from the following tables:

·        Location

·        Credit Rating

·        Currency

·        Geography

·        Industry

·        Product

·        Age

·        Income

·        Gender

When Price Creation and Discovery is integrated and is installed with IPA, user is required to update column V_PRODUCT_TYPE in FSI_SEG_REP_LINE_MAP table accordingly to the match the product type used in the Price Creation and Discovery Application.

Average of the measures present in Account Profitability for Account Segments across Reporting Lines and Month on Book for the account are reported into the following table:

The above table acts as the input for another table that stores facts of Account Profitability (Movement, Average Balance, and so on) at the level of Month on Book, Account Segment, Run, and Reporting Line. Following is the structure of this table.

DIM_SEGMENT_TABLE would be populated using SCD Process (Map reference number 267) and source would be a view DIM_SEGMENT_V for which data would be from DIM_SEGMENT_B/TL and FSI_SEGMENT_TYPE_CD/MLS tables. FSI_SEGMENT_TYPE_CD/MLS table stores list of Segment Types used in IPA. For example, Corporate Tracker, Behavioral, Profitability segments, and so on.

The Segment score will not be updated. The rule will update only the n_segment.