If you have recently added add-ons to your product portfolio, you may need to adjust your system accordingly. This section provides a step-by-step guide to integrating new account types and Transaction Products into your existing system.
To view the Offerings Setup, follow these steps:
1. Click Open Ask Oracle
to display the Ask Oracle window.
The Application page is displayed.
Figure: Ask Oracle Menu
2. Click Offerings setup menu to display the Offerings Setup window. The Offering Setup window is displayed.
Figure: Offerings Setup
You can view the list of offerings currently configured in OFSCA and also you can perform the following:
3. Click Add Offering to create a new account or Transaction Product in the system. You can also add offerings directly from Application menu by clicking Add Offering.
§ To add an account, see the Adding an Account section.
§ To add a channel, see the Adding a Transaction Product section.
4. You can search for the required details in the Search field. The available options are Jurisdiction, Segment, Account, and Channel.
Use this section to add a new or an existing account to the segment.
To add an account to the segment, follow these steps:
1. On the Ask Oracle menu or Offering Setup page, click Add Offering. The Add Offering window is displayed.
Figure: Add Offering for Account
2. Select Account from the Offering Type option.
3. To add a new account to the segment, select Add new account to segment(s). Enter the name of the new account in the Account Name field.
4. To add an existing account to a segment, select Add existing account to additional segment(s). Select the existing account name from the drop-down list in the Account Name field.
NOTE:
You can add up to four accounts to a segment.
5. In the Associate jurisdiction codes, segments, and channels group, double-click on the Jurisdiction code and select the required jurisdiction code from the drop-down list. The account will only be available in these selected jurisdictions.
6. Click on the Segment and select the required segment from the drop-down list. The account will be available only to agents belonging to selected segments.
NOTE:
The drop-down list displays the result based on the selected jurisdiction code.
7. Click on the
Channel and select
this icon to display the Search
field. Search the required channel in the field. Only selected channels
can be used to transfer funds in and out of this account type.
8. Click Add Another to add this account to a different jurisdiction codes, segments, and channels to the account.
9. Click Add Offering. A dialog box appears:
Figure: Confirmation Dialog Box
10. Click OK to add an account in the particular segment. The newly added account will be available to new agents in the chosen segment. A new agent will be automatically created for this segment and It will have access to new offering.
11. A new experiment must be run to get an updated segment strength score with the newly added "account type". To run the experiment, the newly created agent must be chosen. You can also modify the Account-Channel constraints associated with this account or configure a scenario to monitor this new account before you run the experiment. For more information, see Copying or Modifying the Control Set.
Use this section to add a new or an existing Transaction Product to the segment.
To add a Transaction Product, follow these steps:
1. On the Ask Oracle menu or Offering Setup page, click Add Offering to create a new channel. The Add Offering window is displayed.
Figure: Add Offering for Transaction Product
2. Select Channel from the Offering Type option.
3. To add a new Transaction Product to the segment, select Add new Transaction Product to segment(s). Enter the name of the new Transaction Product in the Transaction Product Name field.
4. To add an existing Transaction Product to a segment, select Add existing Transaction Product to additional segment(s). Select the existing Transaction Product name from the drop-down list in the Transaction Product Name field.
5. In the Associate jurisdiction codes, segments, and accounts group, double-click on the Jurisdiction code and select the required jurisdiction code from the drop-down list. The new Transaction Product will be available in the selected jurisdictions.
6. Click on the Segment and select the required segment from the drop-down list. The new Transaction Product will only be available to agents belonging to the selected segments.
NOTE:
The drop-down list displays the result based on the selected jurisdiction code.
7. Click on the
Account and select
this icon to display the Search
field. Search the required account in the field. The new channel can be
used to transfer funds only from the selected account types.
8. Click Add Another to add this transaction product to a different jurisdiction codes, segments, and accounts to the channel.
9. Click Add Offering. A new Transaction Product is added to the segment.
Figure: Confirmation Dialog Box
10. Click OK to add a Transaction Product in the particular segment.
11. A new experiment must be run to get an updated segment strength score with the newly added "Transaction Product".