1. Core User Manual
  2. User Segment Maintenance

34 User Segment Maintenance

In order to offer appropriate product and services to the customers, banks can employ some method of segmentation. Banks can group customers into different segments on the basis of different attributes of the customer; it could be demographic information, geographical information, behavioral information etc.

Banks can have different communication mailers, authentication mechanisms, transaction limits and branding aspects on the basis of customer segmentation.

User segment maintenance screen allows the system administrator to create new segments and subsequently use these segments to define specific maintenances at user segment level. Limits can also be defined specific to a user segment. Within each user segment, limits package can be associated to different touch points.

Pre-Requisites
  • Transaction access is provided to System / Bank Administrator.
  • Application roles are maintained

Figure 34-1 Workflow


Description of Figure 34-1 follows
Description of "Figure 34-1 Workflow"

Pre-Requisites
  • Transaction access is provided to System Administrator.
  • Approval rule set up for System Administrator to perform the actions.

Features supported in Application:

Navigation Path:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Authorization and Access Controls. Under Authorization and Access Controls , click User Segments Maintenance.

OR

From System/ Bank Administrator Dashboard, under Authorization and Access Controls widget,  click User Segments Maintenance.