Deposit Class - Recommendation

On Deposit Class - Main you must define the Recommendation Algorithm used by the system when it calculates a customer's recommended deposit amount.

If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms ).
  • On this algorithm, reference an Algorithm Type that recommends deposits.

The system uses the Review Tolerance Percentage to prevent the recommendation of small deposits by the Deposit Review background process. For example, if this field contains 10(%), the system would only recommend an additional deposit if the recommended amount was more than 10% of the existing deposit.