10.1 Process to Create Segment

This topic describes the information about Create a Segment.

For creating a segment, user need to specify details, such as code, description, and the date from when it is effective.

To create a segment:

Strategy and User Assignment must be created in the system.

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click segment. Under segment, click Create segment.
   The Create segment screen is displayed.

   Figure 10-1 Create segment

   
   

   
   Description of "Figure 10-1 Create segment"

   
   
3. Specify the fields on the Create Segment screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 10-1 Field Description: Create Segment

   Field Name	Description
   Basic Details	This section is used to provide basic information of the segment.
   Code	Indicates the unique identification code of the segment.
   Description	Indicates description of the segment.
   Product Processor	Indicates the product processor applicable for the segment.
   Group Basis	Select the group basis of the product processor that is applicable on the segment. The possible values are: Account Customer The group basis is displayed as per configurations defined for the selected product processor. Note: The value in this field is displayed once user select the product processor.
   Ignore Group Basis	Toggle to indicate whether the strategies mapped to the segment should be assigned to a specific collector. If the toggle switch is enabled, strategies in the segment are assigned to a specific collector. If the toggle switch is not enabled, strategies in the segment are assigned to the default collector of the account. Note: If the switch is enabled, the allocation of tasks is done based on the user assignment code selected in the User Assignment field in Strategy tab.
   Effective Date	Indicates the date from when the segment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date.
   Expiry Date	Indicates the date till when the segment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date.
   Selection Criteria	This tab is used to configure rules based on which account are allocated to the segment. For more information on how to configure rules, refer Oracle Banking Common Core User Guide.
   Strategy	This tab is used to associate strategies that are applicable on the segment. Note: User can associated one or more strategies with the segment.
   S.No	Displays the sequence number of the strategy.
   Strategy	Indicates the strategy associated with the segment.
   User Assignment	Indicates the user assignment code based on which all the tasks related to the strategies are allocated to the users. Note: This field is displayed only if Ignore Group Basis switch is turned on.
   Call Details	Indicates the call action applicable for the strategy.
   Enabled	Toggle to indicate whether the strategy is enabled for the segment.

4. Perform one of the following action:
   1. Click Save to save the details.
      The Segment is successfully created and can be viewed using the View Segment screen.
   2. Click Cancel to discard the changes and close the screen.

Once the segment is created, user can view the same using the View Segment page. Upon creation, the authorization status of the segment is Unauthorized and the record status is Open. After a segment is created, it must be authorized to be effective in the system.