Dynamic Stage Determination Rules

This enhancement enables users to define additional rule parameters for stage determination, in addition to the existing out-of-the-box (OOB) parameters.

A new user interface, Stage Fulfillment – Master, has been introduced. This allows users to add custom rule parameters beyond the predefined OOB parameters. These parameters can then be leveraged while creating the Stage Determination Rules, by offering greater configurability and control.

This enhancement provides users with increased flexibility and customization in defining stage determination logic, enabling alignment with institution-specific business requirements.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• For information to arrive at the scale of the feature, see this page.