9.1.1 Creating a Segment

For creating a segment, you 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 the main menu, navigate to Collections and then click Maintenance.
2. From the Maintenance menu, click Segment and then click Create Segment.
   The Create Segment page appears.
3. In the Code field, enter a unique identification code for the segment.
4. In the Description field, enter a description of the segment.
5. From the Product Processor list, select the product processor.
6. In the Effective Date field, select the date from when the information received from the product processor is effective in the system.
7. In the Selection Criteria tab, configure the rules based on which segmentation of accounts will be done.
8. In the Strategy tab, enter the details.
   1. From the Strategy list, select the strategy.
   2. From the User Assignment list, select the user assignment code to which the segment should be assigned.
   3. From the Call Details list, select the call action for the strategy.
9. Click Save.
   A message appears that the record is saved successfully.

Once the segment is created, you 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.